Track charitable donations and calculate tax deductions for clothes, cash, and mileage. Input quantities and select IRS-approved fair market values. Snap and save receipts for donations, with multiple photos per entry.
View policies, submit claims, and access documents
Search policies and view agent contact details. Access current insured information and policy details. Submit and track claims. View archived documents and upload E-Filing files. Receive push notifications for updates.
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 .
