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.
Retention of Clients
Utilize the reporting tool within our program to effortlessly create mailing lists, extract client emails, and identify customers who haven’t filed returns yet throughout the season, enhancing client retention strategies.
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.
Client Profile
Designed for Multi-Office and Service Bureau companies, the Dashboard solution is commonly used. The dashboard facilitates remote configuration and creation of defaults and templates by the owner or administrator.
