Modules
Understand how to use the various tools inside Tax Planner Pro
4 articles in this collection
Written by Christopher Ragain CPA
Written by Christopher Ragain CPA
Reports Module Tutorial
Use the report module to deliver summaries and detail reports to clients or accounants
Written by Christopher Ragain CPA
Updated over a week ago
Updated over a week ago
Planning Module Tutorial
Planning module basics and how to navigate the planners
Written by Christopher Ragain CPA
Updated over a week ago
Updated over a week ago
Simulator Module Tutorial
The Simulator helps you run "what if" scenarios with your tax projection
Written by Christopher Ragain CPA
Updated over a week ago
Updated over a week ago
Vault Module Tutorial
The Vault can help you update TPP as well as store your documents
Written by Christopher Ragain CPA
Updated over a week ago
Updated over a week ago