The new edition provides access to client data and files, as well as integration with the ATX and TaxWise professional tax-preparation software applications from Wolters Kluwer. Built-in synchronization gives small tax and accounting opeartions and high-volume franchisees the ability to update client data across applications, and track tax returns throughout the preparation, review, acceptance, and payment processes.
The system provides a dashboard that can present key information about a business in a single view. An invoicing feature enables users to alert clients of invoices due, track overdue payments and process in bulk. The Contact Database feature centralizes the client database.
Price: $599 (three users). Wolters Kluwer: (800) 829-5945
www.cchsfs.com/cchifirm/seasonal-edition.aspx.