Modules

Understand how to use the various tools inside Tax Planner Pro

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

Written by Christopher Ragain CPA
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

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

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