Multi-Office Management

Owning, operating, and managing a single tax office is a challenge, but doing that for multiple offices presents a completely new set of challenges. The most important thing in owning and operating a multi-location tax office is visibility and control. Our software will give you a unique back-end bird-eye view to all your locations. You will have complete control with real-time reporting, management of office configuration, setting up permissions for each of your preparers. You will also have access to the actual tax returns, while your preparers are working on them to help with streamlining your filing process. Instead of guessing what’s going on in your office, now you can know with certainty from anywhere in the world. 

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