The Multi-Office Management Suite offers everything you already appreciate in our desktop solution, along with enhanced controls and visibility for managing multiple offices. You can effortlessly create offices, set up user logins, and establish default templates for use across your offices. Templates allow you to configure billing schedules, preparer security, discounts, and return tags once, and then apply them seamlessly across multiple offices.

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. This remote configuration capability provides users with the freedom to customize their workspaces as needed and make immediate changes.

Instant Reference
The user-friendly interface simplifies search and reference tasks, enabling quick and easy access to client information, return statuses, and other relevant data.

No-Paper Office
In today’s digital age, operating a paperless office is imperative. Our software allows you to collect signatures, securely store documents, and send them using digital tools, promoting an efficient paperless workflow.

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.

Rejected Returns
Tracking rejected tax returns is crucial, and our software simplifies access to this information. It provides clarity on why a return was turned down and outlines the specific reasons provided by the IRS, facilitating a quicker resolution.