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TaxWorks Institute

TaxWorks is excited to announce the following enhancements for our 2008 professional tax software program:

  • In 2008, we will be optimizing our Client Selection screen; simply a long term to explain that it will run more efficiently and much faster.
  • We are adding automatic upgrades so each time you log onto our website, we’ll automatically add the most current features and updates to keep your program up to date.
  • Along with the two critical items listed above, we’re enhancing our “Revision’s History.” This area, located in the Secure Area of our website, details each update to the program; how and what that update affected the program, and the date it was added to your program.
  • We've added a link from the scheduler program to the organizers, a "find by" feature in the Invoice settings, and the ability to add alpha characters in the firm phone number inputs (e.g. 1-800-TAX-PREP).
  • Organizer appointment time includes AM and PM; additionally, the orgnanizer cover letter carries appointment date and time from prior year Scheduler.
  • The security option allows access to returns by SSN/EIN
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