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New User Guide

Start here if you are new to Tax Planner Pro

New User Guide

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 weeks ago

Business Tax OCR Imports

Written by Sara Carlin
Updated 2 weeks ago

Masking Your Subdomain URL

Written by Sara Carlin
Updated 1 month ago

Personal Tax OCR Imports

Written by Sara Carlin
Updated 2 weeks ago

Your TPP SubDomain - Important!

All of your work and clients reside on your SubDomain

Written by Christopher Ragain
Updated 5 months ago

Accountant Dashboard

Written by Louryn Butler
Updated 5 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 5 months ago

Managing Accountant Users

Written by Louryn Butler
Updated 5 months ago

Adding Clients

Written by Christopher Ragain
Updated 5 months ago

The Client Portal

Written by Louryn Butler
Updated 5 months ago

Client Summary

Written by Louryn Butler
Updated 5 months ago

Personal and Business Data

Written by Louryn Butler
Updated 5 months ago

Projections

Written by Louryn Butler
Updated 5 months ago

Planning

Written by Louryn Butler
Updated 5 months ago

Reports

Written by Louryn Butler
Updated 5 months ago