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 .
Create a personalized mobile workspace with customizable home widgets and background images. Add favorite menus and shortcut docks. Receive and manage emails, approvals, and notifications across devices. Stay connected and access emails remotely.
The app enables users to access documents on a PrimeDrive server via their iPad or iPhone. It offers document management, presentation tools, file search, PDF annotation, and integration with Microsoft Office applications.
