Key Features

• Personalize your client communications by adding your firm logo, name and contact information.
  
  
• Covers topics and planning techniques used by the experts. Choose from 1040 and small business editions, estate planning / insurance / financial planning channels.
  
  
• Advanced database tools allow clients to edit their own profile, change frequency, create targeted messages, articles and custom due date reminders. Export database tool for marketing purposes.
  
  
• Opt-in form on your website will increase circulation and prospecting.
  
  
• Includes due date reminders sent before the deadline covering filing dates, estimates, employer deposits, wage and statements and hard-to-remember deadlines. Custom alerts can be created for special geographic areas or for special alerts we don’t cover. Additional reminder feature even allows your client to request another reminder before the due date.
  
  
• Solutions for the sole practitioner up to large practices.