- Tax Document Management (6)9.797%
- 3rd-Party Software Integrations (5)9.393%
- Complex Tax Scenario Management (5)9.393%
- Compliance Administration Management (6)9.393%
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Singular database for all tax data
Transcript interface is great
It wouldn't work well for a solo practitioner.
Over time it's performance has degraded to the point where we are actively seeking alternatives to some of the modules.
Great for end-to end-reporting across tax compliance groups. Doesn't really handle large groups very well.
Could really use a more simplified approach for C-suite presentations.
It's really great at transitioning jobs from one user to the next. Although a simple email to let the user know could be very useful.