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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 3 months ago

Sync QuickBooks Online

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

Written by Sara Carlin
Updated 1 month ago

Business Tax OCR Imports

Written by Sara Carlin
Updated 4 months ago

Personal Tax OCR Imports

Written by Sara Carlin
Updated 4 months ago

Copying Personal Data In A New Tax Year

Written by Louryn Butler
Updated 9 months ago

Client Profile

Written by Louryn Butler
Updated 10 months ago

Client Dashboard

Written by Louryn Butler
Updated 10 months ago

Personal Data Entry

Written by Louryn Butler
Updated 10 months ago

Adding Companies

Written by Louryn Butler
Updated 10 months ago

Company Data Entry

Written by Louryn Butler
Updated 10 months ago

Projection Summaries

Written by Louryn Butler
Updated 10 months ago

Estimated Payments

Written by Louryn Butler
Updated 9 months ago

Rental Real Estate Business

Written by Louryn Butler
Updated 9 months ago