Preparers can check return transmission status including queued, transmitted, accepted, and rejected (with reason) using date filters. View appointment summaries and manage client return status within the .
The app allows users to check balances, transfer funds, and view transactions from anywhere. Users can also send and receive secure messages and access branch information.
Manage business with stock tracking, product descriptions, and financial records. Log income and expenses. Access data offline. Sync with desktop version. Support multi-user access via web hosting.
The app tracks personal and business income and expenses, including mileage. It allows users to create budgets, accounts, and categories, and generate reports in various formats.
Track income and expenses with categorized entries. nd print invoices. Scan receipts for . Access income and expense statements. Set reminders for payments and due dates. Export financial data in multiple formats.
The app allows users to track expenses with categories and review monthly totals. It offers expense history examination and category management, with syncing across multiple devices.