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Help CenterMain Features

Main Features

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Exporting Templates
Adding a New Firm User
Documents
Sending Templates & Open Items
Sending Tax Filing Organizer
Managing Entity Owners
Conversations
Due Dates
Customizing Templates
Completing a Questionnaire
Adding an Entity
Activity Logs
Intelligent tax client coordinator built for CPAs and accounting firms.
BlogPrivacy PolicySecurity
Support
Help Center
© 2023. All rights reserved.

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