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Tax advisors & trustees

Tax clients and mandates, the client intake form, per-plan limits and the Taxes and Trust modules.

5 articles

Every guide in this category, in reading order.

Tax advisor plans: Solo, Team and Agency What the tax advisor family adds to the business workspace, and how many tax clients each…
Manage tax clients Add a tax client, collect what you need from them, and track the filing through to…
Trustee plans: Essential, Professional and Institutional What the trustee family adds, and how many mandates each plan allows.
Manage mandates and their periods A mandate runs in periods, each with its own deadlines — that is what the module…
Work with a tax advisor or a trustee If a professional handles your affairs, this is what the arrangement looks like from your side.

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Tax advisors & trustees

5 articles

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