- Cost-effective, web-based application with an intuitve and easy-to-use Microsoft Outlook Calendar look and feel interface
- No installation of software required ? automatic system upgrades
- Easy drag and drop feature to assign obligations to the entities
- Calendar view of obligations
- Assign custom obligations using a calendar
- Secure, 24/7 access to obligation information
- Assign Users to obligations and receive automated emails
- Set reminders for all obligation types up to 60 days prior to obligation due date and receive reminder emails
- Receive Status updates
- Automatically populates and updates relevant due dates for obligations based on filer properties; e.g, estimated payments, filing extensions, and returns
- Automatically populates all form names and numbers, formulas for due dates and mailing addresses for annual tax returns
- Automatically adjusts due dates according to holidays and non-business days
- Create custom obligations for tracking specific filing deadlines
- Update multiple obligations at a time
- Manages calendars for multiple years
- Import data from other databases, systems or spreadsheets and export to Excel
- Integration with any third party tool
- Maintains clients? information separately
- View obligations in a List view and a Calendar view
- Robust management reporting
- Live, 24/7 support included in your subscription
