No-Paper Office
Our software boasts a user-friendly interface, ensuring quick and easy search and reference. It simplifies tasks such as locating clients, checking the status of returns, and accessing customer data.
Unaccepted Returns
Tracking rejected tax returns is crucial, and our software makes it straightforward to access this information. The application eliminates uncertainty by clearly outlining the reasons for rejection by the IRS, ensuring a faster resolution.
Instant Reference
In the digital age, maintaining a paperless office is essential. Our software enables you to collect signatures, store them securely, and send documents seamlessly, embracing the efficiency of a paperless workflow.
Customer Retention
With the help of the reporting tool provided by our program, you can easily create mailing lists, extract client emails, and track down customers who haven't yet made a return throughout the season.
