Homepage → The Client Portal

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 day 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 months ago

Business Tax OCR Imports

Written by Sara Carlin
Updated 1 month ago

Personal Tax OCR Imports

Written by Sara Carlin
Updated 1 month ago

Copying Personal Data In A New Tax Year

Written by Louryn Butler
Updated 6 months ago

Client Profile

Written by Louryn Butler
Updated 6 months ago

Client Dashboard

Written by Louryn Butler
Updated 6 months ago

Personal Data Entry

Written by Louryn Butler
Updated 6 months ago

Adding Companies

Written by Louryn Butler
Updated 6 months ago

Company Data Entry

Written by Louryn Butler
Updated 6 months ago

Projection Summaries

Written by Louryn Butler
Updated 6 months ago

Estimated Payments

Written by Louryn Butler
Updated 6 months ago

Rental Real Estate Business

Written by Louryn Butler
Updated 6 months ago