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The Client Portal

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

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 5 months ago

Rental Real Estate Business

Written by Louryn Butler
Updated 6 months ago