The Multi-Office Manager is not your Tax Software!
The Multi-Office Manager (MO) is your back office for creating, managing, and enrolling tax office locations.
Dashboard
Your Dashboard is the first screen you encounter upon logging into the MO. It provides quick links (or shortcuts) to different sections of the MO. Additionally, it gives you a snapshot of reporting metrics for all your enrolled tax office locations.
Client Manager
In your Client Manager you can lookup individual return details for all of your office locations without signing into your Tax Software.
This will be helpful in supporting your service bureau clients if you've chosen to use such a revenue model.
E-file
On the E-file tab, you're able to review and transmit returns from any office location using your software.
Bank Enrollments
From the Bank tab you're able to see all enrollments including your service bureau master efin.
For more information on enrolling your service bureau and tax office locations refer to the articles below:
Letters
The Letters section allows you to list all communication letters, such as pre/post session letters, return status summaries, or other notification letters that need to be sent out to your clients.
Reports
The Reports section provides a comprehensive view of various metrics and data points related to your tax office locations.
Templates
With the Templates feature in the MO, streamline your processes by creating preset templates. These can be used for setting up Pricing structures, Discount/Additional Charges, Configuration settings, and Bank Enrollment guidelines. Once set, these templates can be easily applied across different office locations.
Admin Controls
In the Admin area, are your foundational controls. This includes the ability to create and set up new tax office locations, manage existing ones, and assign roles and permissions for each location.
To learn more about each of the admin control icons [
] refer to the article 'Admin Control Icons'
Support
In the support tab you'll find some helpful videos pertaining to the Multi-Office manager
