New User Guide

Recommended Strategies

We now offer a recommended strategies feature which will calculate tax savings.

Written by Sara Carlin

Updated 2 months ago

Sync QuickBooks Online

You can now sync your clients QuickBooks Online account to their client portal for business data updates

Written by Sara Carlin

Updated 2 days ago

Personal Tax OCR Imports

Written by Sara Carlin

Updated 2 months ago

Masking Your Subdomain URL

Written by Sara Carlin

Updated 5 months ago

Business Tax OCR Imports

Written by Sara Carlin

Updated 2 months ago

Your TPP SubDomain - Important!

All of your work and clients reside on your SubDomain

Written by Christopher Ragain

Updated 8 months ago

Accountant Dashboard

Written by Louryn Butler

Updated 8 months ago

Setting Up Your Profile

Thank you for choosing Tax Planner Pro, in this series we will take you through getting started!

Written by Christopher Ragain

Updated 8 months ago

Managing Accountant Users

Written by Louryn Butler

Updated 8 months ago

Adding Clients

Written by Christopher Ragain

Updated 8 months ago

The Client Portal

Written by Louryn Butler

Updated 8 months ago

Client Summary

Written by Louryn Butler

Updated 8 months ago

Personal and Business Data

Written by Louryn Butler

Updated 8 months ago

Projections

Written by Louryn Butler

Updated 8 months ago

Planning

Written by Louryn Butler

Updated 8 months ago

Reports

Written by Louryn Butler

Updated 8 months ago