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FEATURES

Client Manager:
Complete access manager to quickly and easily locate all information pertaining to your client's return, saving you valuable time.

- Personal details
- Payment details
- Preparer notes
- Schedule appointments
- Return details
- History details
- Return status
- Letters

Multi-User Preparer Manager:
Ability to add additional users to your office with tools to help customize and optimize your business.

-Each preparer has a unique account name and password
- Set privileges specific to each preparer such as e-file, bank, check printing, and reports
- Disable account access anytime.

E-File Manager:
Complete tracking system allows you to keep the most current status information during every stage of the e-file process.  View status lists for:

- All queued
- All transmitted
- All accepted
- All rejected

Reports:
Run you office more effectively by generating valuable reports throughout the tax season.  With over 50 standard reports ot choose from, you can customize them specifically to meet your needs.

- Status & tracking
- yearly growth comparison
- E-file
- Revenue
- Income
- Bank

PROFESSIONAL CORRESPONDENCE

Client Organizer:
The Client Organizer will help better serve your clients by providing them a simple question/answer worksheet that will prepare them for their scheduled appointment.  Prior year tax information is pulled forward for existing clients.

Labels:
Print professional mailing labels for your client letters and marketing material.  Choose from many standard client status options to generate labels fast and efficiently.

Customized/Standard Letters:
Choose from several pre-written letters to compose your client letters.  Upload the company logo to give your office a professional, polished look.

- Cover
- Scheduling
- Post-season
- Pre-season
- Privacy notice

TIME MANAGEMENT TOOLS

EIN and Zip Code Database:
We understand how valuable your time is.  These time saving auto-fill features will increase speed and accuracy to help run your tax office more efficiently.

- EIN database stores employer indentification numbers automatically upon entry.
- Ability to customize your database anytime with an automatic add/delete option.
- Zip code database allows quick entry of address information by auto-filling the city and state based on the zip code entered.

Prior Year Import:
Seamlessly pull forward all existing client information from the prior year.

- Choose between a standard or comprehensive rollover.
- Depreciation is carried forward from year to year.
- Save significant data entry time.

Appointment Scheduler:
Manage and plan your time and your staff's time months in advance.

- Setup office hours and user availability.
- Manage days off and vacation time months in advance.
- Schedule appointments for new and existing clients.
- Create custom reports for specific days, months, years, etc.
 

              
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