HyperDocs allows you to link multiple documents to any field in your client’s tax return, making the files easy to access and view.
Many authorized representatives are already accessing CRA’s online services to gather client information; AFMR is the next logical step.
When you carry forward past year files, information from the previous year will always overwrite any file template data.
This extensive built-in auditor with real-time auditing constantly scans a tax file and instantly flags missing or erroneous information.
Spend less time printing documents and more time focusing on your clients’ needs.
Flexible licensing allows you to suspend your ProFile® license on an office computer and activate the same license on your laptop when you’re meeting a client at their home or business.
If you struggle with data collection and organization, Hub & Link are here to help.
If your clients initially filed their tax return online, you can use ReFILE to adjust their 2016 or 2015 T1 returns.
With Client Explorer, you can create custom filters that let you open, carry forward and batch EFILE tax returns, and export and print information on your client and their tax files.
One way to further customize ProFile® is through file templates, which can be set up when certain fields contain the same data for your clients.