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.
Helps tax preparers study for Enrolled Agent or Public Accounting exams. Includes over 600 tax questions with explanations aligned with 2025 IRS publications. Provides references to relevant IRS publications for each question.
Send to 70+ countries with instant transfers. View mid-market exchange rates for all transactions. Track transfer status and receive notifications. Manage multiple currencies and view balances. Set up recurring payments and schedule transfers.
Find certified financial professionals like tax preparers, accountants, and mortgage brokers. Search by location or expertise. Verify credentials and contact providers directly. Schedule appointments and track service history.
Edit PDF documents with tools for text editing, annotation, and form filling. Convert files to different formats and sign digitally. Securely store and access documents in the cloud. Use an AI assistant to help with tasks.
Send and receive faxes directly from iPhone or iPad. Upload files and transfer PDFs to cloud storage services. Scan documents using the device camera. Add sender and recipient details. View sent and received faxes in the .
Book clients and manage appointments through a synced Google calendar. Collect online payments, send contracts and questionnaires, and track projects. Email clients and access all features from a mobile device.
And receive faxes directly an or iPad. Attach documents the device or cloud. Manage contacts and faxes with one tap. View sent and received faxes in a list. Share faxed documents via email or cloud storage.
Caregivers can clock in and out using GPS geofence, document activities like ADLs, record care notes and expenses, track travel and break times, view visit schedules, navigate to client locations, respond to visit requests, obtain digital
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.
File claims directly through the . View claim details and status updates. Access relevant information 24/7. Manage time away from work with claim tracking and submission features.