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Tax Pro e-Site Manager

By Noam Eimer Free

Developer's Description

The Tax Pro e-Site Manager is a custom-designed scheduling, tracking and reporting application that will increase the productivity of tax return preparation services. It is a versatile application that enables users to create a customized calendar and schedule for the tax season based on their own unique setup and resources. There is an integrated database with a client list, counselor list, attention list, and hardware list, in addition to several review and analysis tools. Email and phone capabilities are provided within the application to enhance overall communication efforts. Synchronized multi-site and multi-user scheduling is also supported if services are provided at more than one location.

Full Specifications

What's new in version 5.5

Version 5.5 can be installed and set up on the computer and then uploaded and accessed from Microsoft OneDrive for scheduling and tracking tax returns.

General

Release March 14, 2019
Date Added March 14, 2019
Version 5.5

Operating Systems

Operating Systems Windows, Windows 8, Windows 10
Additional Requirements Microsoft Excel 2010 or up

Popularity

Total Downloads 108
Downloads Last Week 0
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