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Ease your tax filing processes with automated calculations, error detection, and customizable reporting
SurePrep’s TaxCaddy is a software that will help you organize all the necessary tax documents and keep them in one place. Clients can easily submit documents, chat on massaging with…
Offer tax advice and planning services to clients; generate custom reports and graphs; get tax reducing tips
Time Tracking and Billing ? Track time and expenses to manage WIP-related reports, workflow, invoices, billing, budgets, and projects
Manage files from multiple processes (Accounting, HR, Insurance, Legal) efficiently; highly scalable solution with customized templates and workflows
Complete approvals and agreements by obtaining digital signatures in an IRS-approved way
SmartVault integrates easily with accounting, tax, and CRM software to offer businesses a platform for storing their critical documents securely, automating the document workflow, and facilitating easy file sharing in…
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