Drake,

They have organizers that are fillable, They have a portal that integrates well with software, a scheduler that integrates and email system that all integrates very well together.

Cost extremely reasonable, support above and beyond. Yes you have to know what you are doing to input tax data (ProSeries works great for unexperienced people). We are professionals.

I recently upgraded to windows 11 and ProSeries Tech support is unable to install on the New Admin Machine after hours of trying. (thank god I can open on other machines in my office).