Getting Started

Step By Step Help For New Users

7 articles in this collection
Written by Christopher Ragain CPA and Louryn Butler

Difference between Pro & Accountant Portals

Help! I cant login/cant see my client list!

Written by Louryn Butler
Updated over a week ago

Quick Start Guide For Accountants

A brief guide to help you get started using Tax Planner Pro

Written by Louryn Butler
Updated over a week ago

Tax Planner Pro Introduction Video

In this video you will see a brief overview of the software and functionality.

Written by Christopher Ragain CPA
Updated over a week ago

Summary Screens

The Business Summary and Personal Summary project your taxes

Written by Christopher Ragain CPA
Updated over a week ago

Sync Settings

Use sync settings to create the perfect tax projection

Written by Christopher Ragain CPA
Updated over a week ago

Business Projection

Customize your business projection and settings

Written by Christopher Ragain CPA
Updated over a week ago

2018 Pass-through Deduction Tutorial

The new 20% deduction that will save you big money

Written by Christopher Ragain CPA
Updated over a week ago