Very easy system to help the clients out with Tax Preps, Offers to the IRS. ETC. I am able to gather all information very easy and it makes easier for the client that they don't feel so stressed. Uploading information is very so I have everything in front of me. Review collected by and hosted on G2.com.
I would have to say the only thing I dislike is that when you are noting the account you can never delete a note. Also the tasks so you have to go through alot to see what's been happening. Review collected by and hosted on G2.com.


