The Tax Pro e-Site Manager is a custom-designed scheduling, tracking and reporting application that will increase the productivity of tax return preparation services. It is a versatile application that enables users to create a customized calendar and schedule for the tax season based on their own unique setup and resources. There is an integrated database with a client list, counselor list, attention list, and hardware list, in addition to several review and analysis tools. Email and phone capabilities are provided within the application to enhance overall communication efforts. Synchronized multi-site scheduling is also supported if services are provided at more than one location. A full list of functions and features are available on the Features page of website.
This program is for professionals/volunteers who manage the operations of tax return preparation services at one or more location. It includes all of the custom features that are required to manage the tax preparation process. It provides a low/no cost solution with capabilities that are equal to or greater than other scheduling programs. It provides flexibility to accommodate office/site preparation practices, including on-site and off-site scheduling and tracking. All non-financial aspects of the tax preparation process are included: Clients, counselors, computer hardware, scheduling, tracking, reporting and more.
The new version (4.0) of the application can be installed and set up on the computer and then uploaded and accessed from Microsoft OneDrive for scheduling and tracking tax returns.