|高h文合集 Online Tax Organizer|
Collect, share and utilize your clients' tax data safely and securely through your Website and much more.
Includes five customizable pages profiling your firm: Welcome, Firm Profile, Client Services, Firm Notes and Contact Us.
|Financial Guidance Center|
Nearly 3,000 pages of financial guidance content, designed to increase engagements and attract new clients.
|Tools & Resources|
Add tax tools, financial calculators, business tools, current news and more to your Website.
Includes Firm and Client Interactive modules, featuring our Document Manager, Software Applications page, PIM applications and much more.
|Monthly Client Newsletter|
Build client loyalty with our Monthly Newsletter, filled with helpful tips and the latest tax developments.
|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.