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 .
Allows users to manage tasks, set reminders, and organize schedules. It includes two-factor authentication for account security. Users can create and edit notes, sync across devices, and access secure cloud storage for files.
Receive passcodes for authenticating corporate accounts and web services. nd verify multi-factor authentication codes. Protect against unauthorized access and credential theft. Sync with enterprise authentication systems for secure login.