YOUR FIRM
Firm
Everyone in the firm sees all of the firm’s returns. Owners and admins manage members and settings.
Billing
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Pay per return
No commitment. Pay when you approve a return; edits to that return are included. Form 3520 and Form 1120-F payments also cover amended returns for the same taxpayer and tax year.
Professional
Unlimited
Unlimited returns and users for your firm.
Billing history
| Date | For | Amount | Status |
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Invoices and receipts are provided by Stripe. Receipts are also emailed after each payment.
Firm settings
Members
| Name | Role | Joined |
|---|
Owner: everything, including billing. Admin: members and settings. Reviewer: approves returns when review is required. Preparer: prepares returns.
Invite someone
Pending invitations
Firm activity
Sign-ins and actions by everyone in the firm (latest 100). Client information is never recorded here.
| When | Member | Action | IP address |
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