Tax Pro e-Site Manager

Tax Pro e-Site Manager

Developer’s Description

The Tax Pro e-Site Manager is a custom-designed scheduling, tracking and reporting application that will increase the productivity of tax return preparation services. It is a versatile application that enables users to create a customized calendar and schedule for the tax season based on their own unique setup and resources. There is an integrated database with a client list, counselor list, attention list, and hardware list, in addition to several review and analysis tools. Email and phone capabilities are provided within the application to enhance overall communication efforts. Synchronized multi-site and multi-user scheduling is also supported if services are provided at more than one location.

Full Specifications

WHAT’S NEW IN VERSION 5.5

Version 5.5 can be installed and set up on the computer and then uploaded and accessed from Microsoft OneDrive for scheduling and tracking tax returns.

What does install from ISO mean?

--An ISO installation file is a collection of individual files and folders on an installation DVD combined into a single file.

How do I work an ISO file?

--You can open the ISO file using File Explorer or Windows Explorer in the pop-up menu. Next, select the disc image burn command. The Windows Disc Image Burner tool should appear and point to your CD/DVD drive. Click the Burn button to continue.

How install from ISO file in Windows?

--Right-click the ISO image file and select Mount from the menu. It will open the file like a DVD. Next, you'll see an entry for your drive letter in Windows Explorer. Browse to the location of the setup file and double-click it to begin your installation.

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