ENGAGE & GATHER
Engagement Letter Wizard
Create, route, deliver, and track 1000's of documents
Tax Organizer & PBC
Collect, review, and deliver tax source data
My Signature
Send, sign, and track documents
Document Management
Smooth document integration into your workflow
Outlook Plug-In
Send and request files directly from Outlook
Gateway
Unify client engagement in one secure, collaborative portal
DELIVER & LAST MILE AUTOMATION
Batch Extension
Automate 1,000s of IRS extensions in minutes
Tracking
Real-time visibility into every engagement
Tax Return Breakup & Delivery
Quickly break up, package, and deliver returns
e-Sign
Automatically send documents for easy e-Signature
e-File
Track all e-filings in 1 central location
