Frequency of Updates:Ongoing
Brand:Research Institute of America
Get immediate access to the most current forms (including those hard-to-find forms your tax preparation software doesn't provide), without waiting for CD-ROM or DVD updates.
e-Form RS gives you:
- Simplified navigation with a tree-view of available forms
- Preparer information centrally established and assigned to clients
- Unlimited client notes
- Form instructions accessed from the forms list
- More IRS and state publications
- Links to Checkpoint and other key tax information websites
Plus, the most powerful online forms just got better with these great new features and benefits:
Quickly find what you are looking for with type-ahead functionality - instantly retrieve all forms matching your search terms without having to form a keyword search.
- Create copies of a page and add them to the form.
- Customize each page of a form. Adjust fonts and formats by page.
- Easily manage client, form, preparer, and user lists. Export these lists to Excel.
- Client Notes feature - View notes from the Client List.
- Non-printable memo fields on a form - Easily keep track of unfinished tasks.
- Customizable user rights - Choose from administrator, power, regular, and limited rights user and set the criteria for each.
- Undelete Client Forms option - Ever delete something by accident? Retrieve it instantly with the click of a button.