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Annie M.

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  • Extensions Client Experience

    1. Usage Guides
    2. Client Experience

    After the firm delivers an extension package, the client is notified via email. They can then click on a provided link to review their tax documents, make payments, and sign necessary forms. This a...

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  • Processing an Extension

    1. Usage Guides
    2. Processing

    To deliver an extension package to a client, it needs to be processed. This article will walk you, step-by-step, through the workflow of preparing an extension package. Upload Important The ex...

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    • 3 followers
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    • 1 vote