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FEATURES
Document Manager
Reduce or eliminate paper trail by scanning and uploading essential client documents.
Taxpayer Portal
The taxpayer portal is a secure, user-friendly site that allows your client to stay connected without visiting the tax office!
e-Signature
e-Signature is an easy and efficient way for taxpayers to sign tax forms.
K1 Import
Reduce or eliminate paper trail by scanning and uploading essential client documents.
Quick Estimator
Reduce or eliminate paper trail by scanning and uploading essential client documents.
Client Organizer
Reduce or eliminate paper trail by scanning and uploading essential client documents.
Client Manager
Reduce or eliminate paper trail by scanning and uploading essential client documents.
Multi User Management
Reduce or eliminate paper trail by scanning and uploading essential client documents.
Reports
Reduce or eliminate paper trail by scanning and uploading essential client documents.
