We have updated our software in September with increased usability and some new features.
September updates now live:
- Tax Agent Directory – Now includes office locator.
- TaxFitness Newsletter – Practices can now personalise the newsletter by adding their own content (if they wish).
- My Subscribers migrated to My Clients – Practices need only maintain one client database instead of two.
- Auto save function on Tax Optimiser.
Major upgrade coming in Feb 2018 - Full Automation:
- Step 1 - Enter client details.
- Step 2 - Select automation option.
- Step 3 - Tax Planning Report is instantly prepared.