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WHO THIS IS FOR
Multi-preparer tax offices
EROs managing affiliates
Service Bureaus
expanding reach
Key Features
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Multi-EFIN management
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Custom-branded app
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Client portal
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Audit logs
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Bank products
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Dedicated support
Flexible Partnership Models
Serious Infrastructure, Serious Compliance
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Secure EFIN
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Encrypted e-file
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IRS Security Six
Revenue Share
Licensing
Onboarding Support
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Written Information Security Plan
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Role-based access
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Audit logs
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