How it works?

Set your clients tax goals.

Tax Goals

1040,1120, 941
Non-Profits etc

Remind yourself and Clients

Your clients know what to do and when.
You know who to talk to and when.
Less nagging chats and more high value conversations.

Grow your practice

Save time on minutia.
Be professional.

Service more clients better.

Seriously easy to use practice management

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