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NEW! Online Tax Organizer
Collect, share and utilize your clients' tax data safely and securely through your Website and much more.
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Core Website
Includes five customizable pages profiling your firm: Welcome, Firm Profile, Client Services, Firm Notes and Contact Us. |
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Financial Guidance Center
Nearly 3,000 pages of financial guidance content, designed to increase engagements and attract new clients. |
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Tools & Resources
Add tax tools, financial calculators, business tools, current news and more to your Website. |
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Interactive Center
Includes Firm and Client Interactive modules, featuring our Document Manager, Software Applications page, PIM applications and much more. |
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Monthly Client Newsletter
Build client loyalty with our Monthly Newsletter, filled with helpful tips and the latest tax developments. |
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Mailing List Manager
Build and manage a mailing list to send HTML emails to your clients. Includes a "Join Our Mailing List" opt-in box for your homepage. |
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