For Accountants

Help articles related to the accountant version of Tax Planner Pro

Christopher Ragain CPA avatar Sara Carlin avatar Louryn Butler avatar
11 articles in this collection
Written by Christopher Ragain CPA, Sara Carlin, and Louryn Butler

Accountant Version Demo

This is a full demo of the Accountant Portal and the new reporting features.
Sara Carlin avatar
Written by Sara Carlin
Updated over a week ago

Adding Firm/Client Details + Logo To The Reports

Updating the "prepared for" and "by" sections on the report and adding your logo
Louryn Butler avatar
Written by Louryn Butler
Updated over a week ago

Report Templates

Use templates to apply formatting to any client in your firm.
Christopher Ragain CPA avatar
Written by Christopher Ragain CPA
Updated over a week ago

Updating Reports

You can update an entire report with current projection info, or just a section.
Christopher Ragain CPA avatar
Written by Christopher Ragain CPA
Updated over a week ago

User Domain Settings

How to set up your custom domain for TPP
Louryn Butler avatar
Written by Louryn Butler
Updated over a week ago

Difference between Pro & Accountant Portals

Help! I cant login/cant see my client list!
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Written by Louryn Butler
Updated over a week ago

How to turn on the planning module.

The planner module is hidden by default but easy to turn on.
Sara Carlin avatar
Written by Sara Carlin
Updated over a week ago

Hydra Overview

How to sync multiple companies to the same taxpayer using Hydra
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Written by Christopher Ragain CPA
Updated over a week ago

Rolling Average & Linear Projection Settings

We offer several methods for calculating your business projections
Christopher Ragain CPA avatar
Written by Christopher Ragain CPA
Updated over a week ago

2021 Child Tax Credit

Details of the new expanded credit
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Written by Christopher Ragain CPA
Updated over a week ago

Accountant Version Update

Tutorial showing the new features for accountants.
Christopher Ragain CPA avatar
Written by Christopher Ragain CPA
Updated over a week ago