Key Details of TPG Tax Pro (Early Access)
- This free app for tax professional partners of Santa Barbara Tax Products Group (TPG) helps you track your tax preparation fees and service...
- Last updated on
- There have been 8 updates
- Virus scan status:
Clean (it's extremely likely that this software program is clean)
Developer's Description
This free app for tax professional partners of Santa Barbara Tax Products Group (TPG) helps you track your tax preparation fees and service clients from anywhere.
FEATURES
DASHBOARD - open the app to see recent deposits, fees paid, unfunded fees and summaries of all the products you've processed through TPG.
REPORTS - our most popular reports are available giving you the info you need to track fees and funded taxpayers.
CLIENT LOOKUP - Open any report and search for a taxpayer by name or social from the search window at the top of the report.
MULTI-OFFICE REPORTS - if you have multiple locations, login to the app as a service bureau to view reports for your main location or view reports for one or more of your other office locations.
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