Program Tips TaxSlayer Pro Client Retention Reports TaxSlayer Editorial Team February 19, 2024 3,018 Closed A client retention report is an easy way to keep track of your clients and be more connected with them. This tool helps send… Read more 3,018 3 CommentsClosed
Program Tips Pre-Tax Season Checklist Series – IRS, State and Bank Requirements TaxSlayer Editorial Team November 14, 2023 3,808 Closed The information in this article is up to date for tax year 2023 (returns filed in 2024). Our Pre-Tax Season Checklist series… Read more 3,808 3 CommentsClosed