Tax Smart Accountants

A secure, multi-user application designed for CPA firms to efficiently manage clients, send automated reminders for accounting and tax records, and track all co

Data types

  • Client
  • EmailTemplate
  • ReminderEmail
  • SMSReminder
  • SMSTemplate
  • ComplianceTask
  • SigningDocument
  • DocumentAuditLog
  • ProposalTemplate
  • ContentBlock
  • Proposal
  • ProposalEvent
  • TaskStageConfig
  • Employee
  • StripeWebhookEvent