Access write-ups and trial balance; prepare the fully customizable professional system
Integrate with Drake tax software for secure storage of client tax data in the form of PDFs.
Allocate resources, track projects, and get realtime reports for preparation of individual and entity tax returns
Securely store and transfer sensitive client data and collaborate with your team on a common platform.
Integrate with UltraTax CS software to automate scanning processes and manage digital documents
Provide your clients with a portal where they can access your tax and accounting services they need
Setup a business using services and tools like Business Name Check, Business Type Comparison Chart, and Business License Wizard
Integrate cloud or Web EDI with QuickBooks Desktop for in-depth reporting, automated transactions, and more features