Hydra will allow you to connect up to 8 businesses to your clients Tax Planner Pro portal. TPP will automatically apply the attributes of each business to the projection to create accurate personal and business projections. You will be able to adjust any data that is synced via QBO or Xero as well. Hydra takes the headache out of planning for each business separately and combines them all into one projection and beautiful report.
How to sync multiple companies to the same taxpayer using Hydra
Written by Christopher Ragain CPA
Updated over 6 months ago