Tax & Accounting Blog

Quickly find out whether your clients' bank products are pending or sent. 

Speed up your tax prep within input view, the asset module, client documents, and more. 

Learn how to create electronic extensions on a client basis, as well as for multiple clients at one time.

Manage your client database by quickly creating and exporting reports to Excel. 

Data sharing is now more robust and intuitive than ever before.

Follow these easy steps to use the simplified method within the home office asset.