Features

Manejo de Documentos

Reduce or eliminate paper trail by scanning and uploading essential client documents.

Portal del Contribuyente

The taxpayer portal is a secure, user-friendly site that allows your client to stay connected without visiting the tax office!

Firma electrónica

e-Signature is an easy and efficient way for taxpayers to sign tax forms.

Importar K1

Simply and quickly import K-1 information to the individual tax return!

Calculadora rápida

This is a great tool that can be used to give a quick estimate to the taxpayer with the ability to start the tax return from the data entered!

Organizador de clientes

The client organizer will help better serve your clients by providing them a simple question/answer worksheet that will prepare them for their scheduled appointment. Prior year tax information is pulled forward for existing clients.

Administrador de clientes

Complete access manager to quickly and easily locate all taxpayer information saving you valuable time. Select the search criteria to customize the available information.

Gestión multiusuario

Ability to add additional users to your office with tools to help customize and optimize your business.

Reportes

Run your office more effectively by generating valuable reports throughout the tax season. With over 50 standard reports to choose from, you can customize them specifically to meet your needs!