settings | 1800 Tax Pros Portal

A comprehensive, bilingual tax management platform for efficient document organization, secure client communication, and tax strategy planning.

Data types

  • Client
  • TaxYear
  • Document
  • FormExpectation
  • Message
  • Appointment
  • AuditCase
  • ReturnReview
  • PlanningScenario
  • PartnerOffer
  • PartnerClick
  • BroadcastCampaign
  • Notification
  • TaxProAvailability
  • Transaction
  • TransactionRule
  • TaxProProfile
  • ScheduleProposal
  • TaxPlanningNote
  • LinkedAccount