New User Guide

Recommended Strategies

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

Written by Sara Carlin

Updated 4 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 1 month ago

Personal Tax OCR Imports

Written by Sara Carlin

Updated 4 months ago

Masking Your Subdomain URL

Written by Sara Carlin

Updated 6 months ago

Business Tax OCR Imports

Written by Sara Carlin

Updated 4 months ago

Your TPP SubDomain - Important!

All of your work and clients reside on your SubDomain

Written by Christopher Ragain

Updated 10 months ago

Accountant Dashboard

Written by Louryn Butler

Updated 10 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 10 months ago

Managing Accountant Users

Written by Louryn Butler

Updated 10 months ago

Adding Clients

Written by Christopher Ragain

Updated 10 months ago

The Client Portal

Written by Louryn Butler

Updated 10 months ago

Client Summary

Written by Louryn Butler

Updated 10 months ago

Personal and Business Data

Written by Louryn Butler

Updated 10 months ago

Projections

Written by Louryn Butler

Updated 10 months ago

Planning

Written by Louryn Butler

Updated 10 months ago

Reports

Written by Louryn Butler

Updated 10 months ago