Back to Overview
- Client Portal
- Client Questionnaire for Individuals and Business (English and Spanish)
- Incoming and Outgoing Email Correspondence
- Step by Step Workflow
- Resolution Evaluation
- Case Diagnostics
- Fee Calculator
- Integrated IRS Forms and Supporting Schedules
- Engagement Letter and Document Request
- Searchable Internal Revenue Manual
- Customizable Response Letters
- Expert Tips and Techniques
- Enhanced Forms Preview
- History Log
- IRS Contact List
- 2- Factor Autentication (2FA)
- Zoom Integration and Recording of Meetings with Integrated Billing
- File Storage Synchronization with Dropbox, OneDrive and Google Drive
Zoom Integration® and Recording of Meetings with Integrated Billing

With Zoom Meeting Integration you will be able to conduct more agile, orderly and simple meetings with your clients virtually, streamlining your tax resolution process.