We heard you! TaxNowPRO is excited to introduce Client Data Exporter, a new feature designed to save tax professionals like you valuable time and effort.
Say goodbye to the tedious task of pulling individual IRS transcripts for each client. With just one click, you can generate a comprehensive, easy-to-navigate CSV file containing all of your clients' IRS tax account data—from 2020 onward.
Here’s how it makes your life easier:
Using Client Data Exporter is quick and simple:
1. Log into your TaxNowPRO dashboard.
2. Find the "Download Client Data" button in the top-right corner.
3. Click the button to generate a file containing transcript data for all active clients from 2020 forward.
Your CSV file will include helpful details like:
Tax Year & Period
Form & Code
Transaction Date & Amount
Important Notes
Client Data Exporter gives you everything you need to confidently manage your clients’ IRS tax accounts—all in one file. It’s fast, efficient, and built to make your workflow effortless.
Log in to your TaxNowPRO account and try it today!
TaxNowPRO: Empowering tax professionals, one feature at a time.
