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An online engagement management platform.
Automate the manual data entry work; keep track of transactions, bills, payrolls, and generate other accounting reports for tax filing
Access ready-to-use tax worksheet templates; prepare taxes with mortgage calculator, quick response to clients with financial planning tools
Add, modify, dispose, and transfer assets easily and quickly; automate asset tracking; calculate state and federal reports
Integrate with the software included in the CS Professional Suite Accounting Products CD
Instantly collect digital signatures for approval or business agreement process from anywhere
Access write-ups and trial balance; prepare the fully customizable professional system
Ease your tax filing processes with automated calculations, error detection, and customizable reporting
Track time and billing of the firm’s work; create electronic invoices; get real-time access to staff information.
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…
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