Taxprep
This feature ensures returns are eligible for efiling.
What are the Taxprep diagnostics?
Users can use this to see all returns assigned to you.
What is the Taxprep Dashboard filter?
The integration that allows professionals to securely transfer sensitive documentation with clients.
What is the ability to publish straight to iFirm client Portals?
This feature will automatically send our firm an email when clients upload files to their iFirm Portal.
What are the automated iFirm Portal notification emails?
This ability helps users speed up the process of Corporate tax returns.
What is InfoConnect (Taxprep Integration)?
This feature allows you to simplify the entry of data.
What is Taxprep Xpress?
This feature can identify the type of tax return I need to do and it's complexity level.
What are the Taxprep Dashboard tags?
This allows me to reduce duplicate client data entry and ensures contact data is accurate and up to date within a return.
What is the centralized iFirm contact database?
This feature allows me to limit access to certain folders on a client iFirm Portal.
What is the iFirm Portal DENY ACCESS security setting?
This feature allows me to exchange knowledge across team members.
What are the IntelliConnect shared folders?
These assist in ensuring the accuracy of data and reduce the # of returns that get sent back to the firm.
What are accurate Taxprep calculations?
The ability to instantly see return updates & changes.
What is real-time overview within Taxprep Dashboard?
Ability to run my own Excel calculations from within the client's return.
What is the iFirm Tax attach Excel spreadsheet feature?
Ability to send a client copy of the return directly to our client's Portal, from 2 different WK Tax solutions.
What is the iFirm Portal integration with Taxprep and iFirm Tax?
This ability allows me to access tax research while out of the office.
What is the IntelliConnect mobile site access?
While working in the tax return, these forms allow users to easily compare return years.
What are the Taxprep summary comparison forms?
This process allows you to increase and speed up the workflow process at a firm.
What is streamlining the workflow by using columns in Taxprep Dashboard?
This allows me to review returns while vacationing with my family.
What is a cloud-based tax solution?
This gives me the ability to customize the folder location of data on a client's iFirm Portal.
What is the ability to customize iFirm Portal folders, per client?
This feature allows me to keep track of all updated tax news, specific to my needs.
What is the IntelliConnect Newstracker option?
This feature can speed up data entry and reduce risk of errors, increasing the accuracy of data entered into tax return forms.
What is Taxprep Auto Fill my Return?
This feature changes the colour of Dashboard cards.
What are the Taxprep Dashboard alerts?
Using this feature means I do not have to worry about efiled returns bouncing back.
What is the highest efile accuracy acceptance with iFirm Tax?
This protects my client data and my business reputation?
What is secure file transfer with iFirm Portal?
This feature helps users to break down a provision in the ITA into discrete chunks to decipher the logic behind each segment. Think workflow chart…
What is the superior ITA interpreter within IntelliConnect?