Manage trucking business data including reports, income, expenses, shippers, receivers, brokers, and accounting statements. Track IFTA fuel tax, monitor cash flow, and ensure FMCSA compliance. Securely access and update information from the .
Provides access to business travel resources including office locations in 56 countries. Users can search for JPA International offices, view contact details, and find services related to audit, accountancy, and consulting.
With tax professionals to schedule consultations and access tax documents. View estimated tax liabilities and track progress of tax filings. Share financial information securely and receive notifications about tax deadlines.
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.
Schedule showings and manage feedback for properties. Track market analytics and generate reports. Coordinate with agents and clients. Access real-time data on property performance and market trends. Share listings and updates with team members.
Manage client data by adding contact details, addresses, phone numbers, and email addresses. Track session history and appointment notes. Create and store customized waivers for clients to sign.
Calculate monthly payments by entering home price, down , loan term, and interest rate. Break down payments into principal, interest, property taxes, and home insurance. Include HOA fees and other costs for a detailed estimate.
Taxpayer can upload documents and sign tax forms remotely. Access prepared tax forms anytime. Communicate with tax preparer without in-person visits. Submit and manage tax-related information securely.
Create and customize invoices and estimates with logos, signatures, and branding. Collect signatures in person or online. Attach photos to documents. Convert estimates to invoices quickly. Duplicate templates. Save recurring line items.
Manage investment accounts with free access and zero fees for top-ups and withdrawals. View portfolio analytics, market summaries, and generate tax reports or account statements instantly.
Calculate margin, selling price, or cost based on three variables. Determine markup and gross profit. Include tax calculations. Display results clearly. Free version includes ads.
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 .