Returns attached to the client
Open work on the same person who may also need bookkeeping or immigration help. The firm does not maintain a second, disconnected client list.
Tax
Practice management for tax firms.
Tax season is harder when returns, organizer files, and follow-ups live in different places. Acctlibra keeps each return on the client record with the documents and dates that belong to it.
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Book a demoDeadlines and missing files in view
See what is waiting on the client, what is due, and what is ready for review — then collect files through the portal instead of a shared inbox.