Manage services, record attempts, map routes, notify
View jobs on an interactive map or list with details like due dates, client info, and addresses. Plan daily routes using job data. Record in-field attempts and send client notifications. Track service progress and manage job details remotely.
Access tax documents and files securely through a private portal. Upload and share files, scan receipts, IDs, and photos. Store tax returns and other documents with private access. Sign documents electronically within the .
Track business expenses by categorizing transactions with a single tap. Estimate taxes and federal income taxes using the built-in tax calculator. Manage financial records and generate tax estimates for self-employed individuals.
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 .
Manage accounts by viewing statements, tracking income and expenses, and analyzing cash flow. Make payments to contractors, suppliers, and partners with secure transactions and customizable templates.
Secure messaging allows sending and receiving sensitive information. Sign documents electronically. View pending tasks in a to-do list. Exchange files directly through the . Scan and upload documents using the built-in scanner.
View accounts, manage investments, transfer funds, deposit
View account balances and available cash. Check current investment values and detailed asset allocation. Transfer funds, deposit checks, and real-time market data. Manage investment portfolios and track financial performance.
Manage job applications and receive notifications for new positions. View paystubs and access tax documents. Track onboarding progress and manage work schedules. Submit applications and stay updated on job opportunities.
Review client profiles to view past appointments, previous purchases, and social media links. Manage schedules with weekly views and staff assignments. Update client notes and send reminders directly from the .
Manage finances with real-time income and transaction tracking. Register quickly and activate keys remotely. Generate or use Advanced ES keys for secure payments. Access all accounts without visiting branches.