January 2017 Updates

January 20th 2017 Updates
Enhancements
2016 Tax Returns are accepted by the Electronic Tax Return Reader

How to access Electronic Tax Return Reader:

1. Click on Import Client Financials on a company's income statement

2. Choose the Tax Return option on the bottom right

3. Choose the Electronic Tax Return Reader in order to upload the PDF of the tax return.

Manually Entered Tax Return Forms Are Updated With 2016 Tax Return Changes:

New Product Announcement

CashSage

CashSage helps advisers show their clients how an improve financial drivers of cash contributes to an increase in their clients' cash flow. More importantly, CashSage provides exactly what the business could do to increase cash-flow in the industry in which it competes.