Everything you already know and love about our desktop solution, plus controls and visibility for multi-office management. Create your offices, prepare user logins, and set up all of the default templates that will be used by your offices. With the help of templates, you can make your billing schedule, preparer security, discounts, and return tags once and then use them in all the offices you want!

Client Profile
Typically, Multi-Office and Service Bureau companies use the Dashboard solution. The dashboard enables remote configuration and creation of defaults and templates by the owner or administrator. The ability to configure offices remotely gives users the freedom to set up their workspaces exactly how they want and the flexibility to make changes to those workspaces immediately.

Instant Reference
With a simple to use interface that makes search and reference quick and simple, it is simple to locate clients, check the status of returns, and access customer data.

No-Paper Office
In the digital age, running a paperless workplace is crucial. You may collect signatures, store them, and send documents using our software pairings.

Retention of clients
With the help of the reporting tool provided by our program, you can easily create mailing lists, extract client emails, and track down customers who haven't yet made a return throughout the season.

Rejected Returns

Because keeping track of your rejected tax returns is crucial, our software makes it clear and simple to access. The application eliminates all doubt as to why a return was turned down and outlines exactly why the IRS sent it back for a speedier resolution.