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Frequently Asked Questions
What is a Strategy vs Concept
How Often Are New Strategies/Concepts Created?
How Do I Request a New Feature?
Where did the Tax Mastery Course go?
How do I add Staff Users?
Fixed Asset & Payroll Input
Can I add my own strategies to Tax Planner Pro?
Why doesn't the report data match the projections on the dashboard?
Does Tax Planner Pro offer discounts or monthly payment options?
Can I upgrade to the Lifetime Package if I am a Bookkeeping or Tax CPA subscriber?
Why does the business summary not match to synced bookkeeping?
What software does Tax Planner Pro sync with?
How to update a clients login credentials