Document Manager

- Reduce or eliminate paper trails by scanning and uploading essential client documents.

- Create an electronic file for each client.

- Upload important documents (e.g., W-2s, 1099s, receipts) directly into a client's electronic file.

- Access client information immediately for more effective and efficient filing.

Taxpayer Portal

- Secure, user-friendly portal for clients to stay connected without visiting the tax office.

- Clients can:

- View and print tax forms.

- Sign tax forms remotely.

- Upload tax-related documents (e.g., W-2s, driver's licenses, Social Security cards).

- Send messages to the preparer with real-time responses.

e-Signature

- Convenient and efficient way for taxpayers to sign tax forms.

- No signature pad required.

- Supports remote signatures.

- Apply signatures to all tax-related forms, including bank documents.

K-1 Import

- Import K-1 information quickly into individual tax returns.

- Saves time on tax return preparation.

- Increases efficiency and accuracy by reducing manual data entry errors.

Quick Estimator

- Tool for providing a quick tax estimate to clients.

- Use in person or remotely to build client confidence.

- Save the estimate for later or start the tax return from the entered information.

Client Organizer

- A question-and-answer worksheet to prepare clients for appointments.

- Pulls forward prior-year tax information for existing clients.

Client Manager

- Complete access manager for quickly locating all taxpayer information.

- Search criteria customization for efficient information access, including:

- Personal details

- Return details

- Payment details

- History details

- Preparer notes

- Return status

- Appointment scheduling

- Letters

- Export to Excel

Multi-User Manager

- Add additional users to your office with customizable tools for optimized management.

- Unique account names and passwords for each user.

- Set specific privileges for each user (e.g., e-file, bank, check printing, reports).

- Disable account access anytime.

- IP address feature for enhanced security control.

Reports

- Generate over 50 customizable reports to improve office operations throughout the tax season.

- Reports include:

- Status and tracking

- Revenue

- Yearly growth comparison

- Income

- E-file

- Bank