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Modules

Understand how to use the various tools inside Tax Planner Pro

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4 articles in this collection
Written by Christopher Ragain CPA

Reports Module Tutorial

Use the report module to deliver summaries and detail reports to clients or accountants
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Written by Christopher Ragain CPA
Updated over a week ago

Planning Module Tutorial

Planning module basics and how to navigate the planners
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Written by Christopher Ragain CPA
Updated over a week ago

Simulator Module Tutorial

The Simulator helps you run "what if" scenarios with your tax projection
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Written by Christopher Ragain CPA
Updated over a week ago

Vault Module Tutorial

The Vault can help you update TPP as well as store your documents
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Written by Christopher Ragain CPA
Updated over a week ago
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