At TaxNow, we’re always working to make your life easier. Based on feedback from tax pros, we’ve rolled out some key updates to TaxNowPRO to help you manage client tax data more efficiently. These new features give you better visibility, smoother navigation, and more control over client access.
Staying on top of client just got simpler with two new columns in your TaxNowPRO dashboard:
Now you can quickly spot changes and make sure you’re always working with the latest info.
We’ve added two new statuses to give you better insight into client connectivity:
Pro Tip: If you see this, reach out to your client to confirm whether they revoked access or signed a new Tax Information Authorization outside of TaxNow.
Pro Tip: If this happens, it’s a good idea to check in with your client to see what’s going on.
We’ve made a few changes to make TaxNowPRO even easier to use:
Now, you have the ability to sever a client from your pro account directly in the TaxNowPRO Clients tool. This gives you more control over managing client relationships and data access.
While this isn’t a TaxNow feature, it’s big news for tax pros. The IRS will start making Wage & Income transcripts available on March 30—earlier than usual. This means you can verify reported income well before the April 15 deadline. [Read more about this update here.]
These updates are designed to save you time, reduce hassle, and give you more control over your client data. Log in to TaxNowPRO and check them out today!
