Dashboard

Muli-office Management Suite

Everything you know and love about our Desktop Solution with the addition of Multi-Office Management controls and visibility. Create your Offices, preparer logins, and configure all default templates that your offices will use. Templates allow you to create billing schedule, preparer security, discounts, and return tags one time and apply them to each of the offices you choose!

Client Profile
Typically, the Dashboard solution is leveraged by Multi-Office and Service Bureau businesses. The dashboard provides the owner or administrator the ability to remotely configure and setup defaults and templates. The remote configuration capability is a huge efficiency tool allowing the user to ensure their offices are setup the way they want and the ability to push down changes to their offices on the fly.

Quick Reference
Easily find clients, check return status, and access customer data with an easy to access interface that makes search and reference quick and easy.

Paperless Office
Running a paperless office is essential in the digital era. Our software pairs allows you to capture signatures, store, and deliver documents.

Client Retention
Our software offers a reporting tool that allows you to quickly build mailing lists, extract client emails and identify clients that have not yet returned during the season.

Rejected Returns
Staying on top of your rejected tax returns is very important, so our software makes it obvious and easy to access. The program takes out all the guess work as to why a return was rejected and provides a very clear definition of why the IRS sent it back for faster resolution.