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Everything you need to onboard your accounting firm and invite your clients to TaxTank
2 articles
Getting started with TaxTank for Accounting FirmsLearn how to use the onboarding checklist tasks to ensure your accounting firm onboards as quickly as possible.
How the tax review process works for Accounting firmsLearn how the review process works so you can streamline the traditional tax time process, effectively manage WIP, and monitor team workload