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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

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


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.

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


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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