Online software
Company and group settings for service bureaus and multi-office firms.
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Articles in Online software
Company Level Return Tags
Create tag templates centrally and assign them to groups or individual offices.
Company Level Tax Preparation Controls
Find the company-level control that prevents an office from creating or transmitting returns.
Company Level: Setting Fees, Custom Fees, and Custom Discounts
Configure company-level preparer limits, form fees, and fee or discount templates in Tax Processors Plus Online.
Group Level Features — Menu Options
Use group menus within the offices assigned to a Tax Processors Plus Online management login.
Hierarchy (Company, Group, and Preparer)
Understand which offices and settings each Tax Processors Plus Online login level can access.
How to Add Sub Locations
Add the location in Account Hub, then create and configure its office from the Tax Processors Plus Online company login.
Service Bureau and Multi-Office Custom Sidebar
Add website or document links to the branded Tax Processors Plus Online sidebar from company level.