Tax Planner Pro

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

Adding Firm/Client Details + Logo To The Reports

Use templates to apply the same format to any client report

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

How to apply and customize our new templates

Find answers and get help from Intercom Support and Community Experts

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Track the progress of all tickets related to your company.

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