TaxWorks Feature – Scheduler
September 1, 2009 – 10:54 amThe Scheduler is a helpful tool for managing your tax appointments. Features include auto-scheduling, reminders, tasks, and reports. It allows you to place client’s names directly from your client list into a calendar schedule. With the click of a button, reformat your schedule to display a daily, weekly, monthly, or yearly schedule. The Auto Scheduling Wizard can assist you by taking last year’s schedule and adapting it to this year’s calendar.
Sorry, comments for this entry are closed at this time.