• Document Manager: Reduce or eliminate the paper trail by scanning and uploading essential client documents.

  • Taxpayer Portal: A secure, user-friendly site that allows your clients to stay connected without needing to visit the tax office.

  • e-Signature: A simple and efficient way for taxpayers to electronically sign tax forms.

  • Quick Estimator: A handy tool that provides a quick estimate to taxpayers, with the ability to start the tax return using the entered data.

  • Client Organizer: Simplify client preparation with a question-and-answer worksheet, helping them get ready for their appointment. Prior-year tax information is automatically pulled forward for existing clients.

  • Reports: Optimize your office operations with customizable reports. Choose from over 50 standard reports to meet your specific needs throughout the tax season.

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