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