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The ability to make accurate and timely business decisions is dependent on your access to accurate and timely data.
A common complaint we hear from multi-office owners is they don’t trust the reports, having to merge multiple reports together, reports are difficult to access or they simply are not confident in the data they are receiving.
Problem solved! We have developed a web based reporting tool that allows you to get the data!
Our cloud reporting module allows for:
Convenient access to accurate data
Ability to export to excel
Near real time updates of the data
Build and Save the reports you need
All the data you need in one report/place
Running a multi-location tax business presents a whole set of challenges and we have solutions to make it easier.
Visibility and control are two of the most important elements in a fluid multi-office environment. Each of our platforms (ProWeb and Dashboard) put realtime reporting, management of office configuration/permissions and access to the actual tax return at your fingertips. Instead of guessing what is going on in your offices, you can know with certainty from anywhere in the world. These capabilities have changed for the better the way many owner’s choose to structure their businesses.
The controls, safeguards and workflow we have built into these platforms allow you to be as dynamic and versatile as your imagination will allow. If you can dream it, chances are, we can support it!
We’re All About Real Connections – Our mission is simple: strong relationships drive exceptional results. We don’t just provide tools; we invest in you and your business to help you thrive. Your success is our priority, and we go the extra mile to make it happen.
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Big or small, we’ve got solutions that fit your business like a glove. Get a personalized quote in minutes!
Take a quick tour and discover how our tools can skyrocket your profits and simplify your workflow.
Have questions or ready to dive in? Our friendly team is here to help you every step of the way.
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