Logics

What do you like best?

Very easy system to help the clients out with Tax Preps, Offers to the IRS. ETC. I am able to gather all information very easy and it makes easier for the client that they don't feel so stressed. Uploading information is very so I have everything in front of me.

What do you dislike?

I would have to say the only thing I dislike is that when you are noting the account you can never delete a note. Also the tasks so you have to go through alot to see what's been happening.

Recommendations to others considering the product:

Easy system to work with

What problems are you solving with the product? What benefits have you realized?

We are solving clients tax issues with the IRS and State. The information we can obtain to help our clients.