Icon of program: Tax Pro e-Site Manager

Tax Pro e-Site Manager for Windows

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Editors’ Review

Download.com staff
This Excel application provides scheduling, tracking, and reporting for tax preparation services. It features an integrated database, communication tools, and multi-site scheduling to boost productivity during tax season.

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Tax Pro e-Site Manager 0/5

  • Pros

    • Customizable calendar and scheduling for the tax season
    • Integrated database for clients, counselors, and hardware
    • Includes built-in tools for review and analysis
    • In-app email and phone communication capabilities
    • Supports synchronized multi-site and multi-user scheduling

  • Cons

    • Requires a local installation of Microsoft Excel
Icon of program: Tax Pro e-Site Manager

Tax Pro e-Site Manager for Windows

Download now

Used Tax Pro e-Site Manager for Windows?

Explore More

Full Specifications

GENERAL
Release
Latest update
Version
5.5
OPERATING SYSTEMS
Platform
Windows
Operating System
  • Windows 10
  • Windows 8
Additional Requirements
Microsoft Excel 2010 or up
POPULARITY
Total Downloads
131
Downloads Last Week
1
Report Software

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Last Updated

Developer’s Description

By Noam Eimer
Perform scheduling, tracking, and reporting operations for tax return preparation services in Excel.
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.
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