The Practice Efficiency Suite

Practice Management

Practice Management

Get more done with task management, streamlined workflows, and smart automation. Practice Management is one place to run your entire practice.

Tax Resolution

Tax Resolution

Shave hours off every case with instant calculations, form auto-population, and a collaborative client portal. It’s tax resolution minus the drudge work.

Tax Prep- Coming Summer 2019

Tax Prep

Create seamless workflows that streamline the entire preparation process, so you can help more clients every tax season and in less time.

Notices

Notices

Keep tabs on every notice through cloud-based organization and tracking. Quickly get up to speed on specific notice requirements and confirm a detailed path for resolution.

Transcripts

Transcripts

Pull every transcript related to your client in minutes, complete with hundreds of calculations. Plus, it’s free forever.

One Platform

One platform

Our ecosystem of products work together to enhance the efficiency of your practice while helping you build stronger connections with your clients.