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The Client Portal

Everything you need to know about the individual client portals in Tax Planner Pro

401K in Wage Entry

Box 1 and 401k Data Entry

Written by Christopher Ragain
Updated 1 month ago

Sync QuickBooks Online

This feature is only available to users who purchased in 2025 or earlier.

Written by Sara Carlin
Updated 1 week ago

Business Tax OCR Imports

Written by Sara Carlin
Updated 3 months ago

Personal Tax OCR Imports

Written by Sara Carlin
Updated 3 months ago

Copying Personal Data In A New Tax Year

Written by Louryn Butler
Updated 8 months ago

Client Profile

Written by Louryn Butler
Updated 8 months ago

Client Dashboard

Written by Louryn Butler
Updated 8 months ago

Personal Data Entry

Written by Louryn Butler
Updated 8 months ago

Adding Companies

Written by Louryn Butler
Updated 8 months ago

Company Data Entry

Written by Louryn Butler
Updated 8 months ago

Projection Summaries

Written by Louryn Butler
Updated 8 months ago

Estimated Payments

Written by Louryn Butler
Updated 7 months ago

Rental Real Estate Business

Written by Louryn Butler
Updated 8 months ago