TPP Accountant Portal

Use templates to apply the same format to any client report

Report Templates

You can update an entire report with current projection info, or just a section.

Where your clients log in is different than where you login

Updating the "prepared for" and "by" sections on the report and adding your logo

The planner module is on by default but easy to turn hide

Tutorial showing the new features for accountants in 2018

This is a full demo of the Accountant Portal

Help articles related to the bookkeeper and CPA versions of Tax Planner Pro

Find answers and get help from Intercom Support and Community Experts

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