Manage All Aspects of Your Multi-Office Tax Preparation Business From a Single Location
The Supremo Tax Management Dashboard allows our customers to have complete control over, and visibility into, each sub-site within their multi-office tax preparation organization. With Supremo Tax Management Dashboard, the ability to setup sub-sites, review tax returns, and obtain valuable tax business management reports is right at your fingertips.
Streamline Your Multi-Office Tax Preparation Operation
- Set-up transmit and feeder sites
- Review both paper and e-File tax returns from each sub-site
- View and manage each tax return and source documents for quality assurance
Manage and View Status of Tax Returns for Your Offices
- Group and User Summaries allow visibility into group structure and returns by tax preparer
- Financial Totals Report that shows returns by fee and tax refund type
- Bank Information Reports include total bank product counts and tax return status
- Daily Activity Reports show the number of tax returns that are Paper Filed, e-Filed, Acknowledged, and Completed
