MULTI-OFFICE MANAGEMENT
We provide solutions to simplify the management of a tax firm with multiple locations,
despite the various challenges it presents.
despite the various challenges it presents.
MULTI-OFFICE MANAGEMENT
Managing a single-site tax firm is challenging, but overseeing multiple locations presents a distinct set of difficulties, for which we have solutions.
In a dynamic multi-office setting, two crucial components are visibility and control. You can review the actual tax return, customize office setup and permissions, and access real-time reporting on each of our platforms (ProWeb and Dashboard). Gone are the days of uncertainty about what is happening in your offices, as you can now have certainty from anywhere in the world. The way many business owners choose to structure their companies has improved thanks to these possibilities.
For those residing outside of town, this proves to be the most convenient option!
The notion of having “remote” preparations was once daunting and impractical.
Now, it’s accepted as normal and, dare we say, customary.
With the controls, safeguards, and processes we’ve implemented in these platforms,
you can be as adaptable and creative as your imagination allows.
If you can envision something, there’s a good chance we can support it!
Now, it’s accepted as normal and, dare we say, customary.
With the controls, safeguards, and processes we’ve implemented in these platforms,
you can be as adaptable and creative as your imagination allows.
If you can envision something, there’s a good chance we can support it!
SCHEDULE A DEMO
Witness firsthand how we can contribute to the increased efficiency and profitability of your tax business.
SCHEDULE A DEMO
Witness firsthand how we can contribute to the increased efficiency and profitability of your tax business.
