Tax Planner Pro

This is a full demo of the Accountant Portal and the new reporting features.

Accountant Version Demo

Updating the "prepared for" and "by" sections on the report and adding your logo

Use templates to apply formatting to any client in your firm.

You can update an entire report with current projection info, or just a section.

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

The planner module is hidden by default but easy to turn on.

How to sync multiple companies to the same taxpayer using Hydra

We offer several methods for calculating your business projections

Tutorial showing the new features for accountants.

Help articles related to the accountant version of Tax Planner Pro

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