Tax Practice Management – Doing More with Your Software
|If you are using ProFile in your practice, you may not be harnessing the full power of the software for maximum advantage. This session covers some of the advanced functionality in ProFile including: |
- Going Paperless – using ProFiles HyperDocs feature to enable paperless tax return preparation, and linking reference documentation to tax returns.
- Client Databases – using ProFile's advanced databases to extract information about your clients, create customized client reports, and export client or practice information to Excel.
- Creating specific applications – an introduction to the ProFile SDK (software development kit). Samples to demonstrate automated data import into ProFile, and creating additional customized client reports.
2010 National Conference on Income Taxes, October 13-14, 2010, Toronto, ON
Audio synchronized to PowerPoint presentation: 17 slides, length: 01:04:40