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e-Form RS Complete

e-Form RS Complete

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Product Code:
EFMQ
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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.