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Cloud-based practice management software with automated workflows.
Automate the manual data entry work; keep track of transactions, bills, payrolls, and generate other accounting reports for tax filing
Track shipments as well as refunds and integrate the data in QuickBooks for automated sync
Integrate with Intuit ProSeries to review, edit,and automate data importing process into 1040 returns
Simplify and faster the fee collection process by allowing clients to pay out of the refund
Get presentation products for envelope, folder or document for office use to match slip sheets printed from ProSeries Tax Software
Ensure convenient sharing and synchronization of client files from a common location with ProSeries Network Sharing
Collect, organize, secure data in a client portal; collaborate with your clients on a single platform
Track client assets and calculate depreciation; report client property tax return; create reports with Report Wizard
Collect client data and transfer directly into Intuit ProSeries professional software; reduce manual entry
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