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Modern core tax system combining preparation, review, filing, workflow, and client collaboration in a single platform for all return types.
Modern core tax system combining preparation, review, filing, workflow, and client collaboration in a single platform for all return types. Currently rolling out to firms through a waitlist.
Platforms, integrations, and language support vary by plan and region. Confirm final requirements with the vendor.
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Compliance claims are normalized from current vendor documentation and independently reviewed by SOTA2.