Access

• Services

  Explore Services
• New Client

  Create a new client or prospective client
• Customers

  Individuals and Entities
• Individuals

  Tax information for individual taxpayers
• Entities

  Tax and accounting information for entities

• New Transaction

  Create a new Transaction of any kind
• Document Drop Off

  Summary of documents dropped off
• IRS Notice

  Notices from the IRS for customers
• Tax Return Tracking

  Tracking of Tax Returns across all customers
• Project Tracking

  Tracking of Projects across all customers
• Tax Return Ext. Req.

  Extension Requests across all customers

• Calls

  Call log
• Emails

  Summary of emails across all customers
• Appointments

  Agenda of appointments across all customers
• Tasks

  Summary of tasks across all customers
• Progress

  Summary of progress across all customers

• Employee

  Employees information
• Time Card

  Report your start and end time, check your activities
• Notifications

  Inter office notifications
• Assignments

  Inter office assignments
• Administration

  All Administrative settings
• CTA

  CTA Management

Notifications

Assignments