Tax Prep
Engagement System
Accelerate the speed of your tax return preparation with an interactive shared workspace that engages and educates your client while ensuring accuracy and efficiency for your tax prep team.
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Tax Firm & Client References
"This system allows me to save two hours a day by reducing my emails by at least half and allowing me to focus that time on my clients."
"This system centralizes all the steps that were never available before in one, secure place."
"This system saves us so much time, especially during tax season. There is nothing I have seen like it."
"This system is organized exactly the way that we interact with our Tax Preparer."
"This system eliminates so much manual work and centralizes control over all the tax returns."
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