Features

  • Company dashboard to see the big picture.
  • Staff dashboards to keep staff focused on priorities.
  • Staff alerts when projects fall behind schedule.
  • Customizable error tracking.
  • Automated client communications and reminders.
  • Post files for client and receive files from clients in a secure environment.
  • Clients can post notes and you can post notes for clients.
  • Templates for questions commonly asked of clients.
  • Powerful project search capabilities.
  • Project templates.

Click to enlarge

  • Customizable project types with workflow steps specific to each.
  • Track tax return filing and delivery methods.
  • Engagement letter tracking.
  • Post client invoices and receive credit card payments on the site.
  • Tax return review notes.
  • Client tags to categorize clients.
  • Track active versus completed versus extended versus on-hold projects.
  • Create multiple user accounts per clients.
  • Post worksheets for clients.
  • Communicate with groups of clients

Click to enlarge