Register open houses, track client interactions, send
Manage client interactions by viewing engagement with marketing materials. Register open house attendees and receive notifications for tasks, birthdays, and client activity.
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.
Drivers complete vehicle safety and driver fit-for-duty checklists. Record maintenance and compliance data in real time. Sync with fleet management system for paperless tracking. Access location data to connect to the correct server.
