For accountantsIn OptiTax

For accountants14

• Practice console

  Clients, returns queue and what is outstanding.
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• Work queue

  What needs you today, per client.
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• Scan slips for a client

  Pick a client, open the camera, review the read.
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• Team and sign-off rights

  Who works at the practice and who may sign a return.
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• Practitioner sign-off

  Sign off a return once it has been reviewed.
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• Client approves the draft pack

  Your client reviews and approves what you prepared.
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• Client consent, line by line

  What the client accepted, kept in their own words.
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• Lock a closed period

  Lines in a closed period cannot be edited or deleted.
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• Private working notes per client

  Your own notes, not shown to the client.
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• Firm year on year

  Your whole book of clients, this year against last.
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• Practice commission

  What the practice has earned, from payments actually made.
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• Import clients from a CSV

  A ready template to bring your client list in.
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• Invite a client directly

  Send an invite link to one client.
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• White label

  Your practice name on the front.
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