Offer ends Feb. 15
Beyond415 WorkCenter includes Beyond415 Guidance, which features current, practical information on individual, business and payroll areas of IRS practice and procedure.
Enter your firm and client information one time, and Beyond415 will prefill hundreds of built-in forms, letters, analysis tools and workpapers for addressing your client’s situation.
These documents will open in Microsoft Office programs on your computer, prefilled with client and firm information. Any changes you make to the documents can be automatically saved back to Beyond415 for future use.
Beyond415 WorkCenter helps you keep track of your post-filing work, with deadlines, status tracking and reporting capabilities. Add automatically time- and date-stamped client notes and reminders. You’ll automatically receive an email alerting you to an upcoming reminder so that no work falls through the cracks.
Using Beyond415’s Client Gateway, you can also securely communicate with clients and copy your clients on reminders to keep them automatically updated on any important deadlines.
Tax returns, audit documentation, copies of notices received — lots of paperwork goes along with post-filing issues. Easily upload or drag and drop documents to your client’s folder in Beyond415, and they’ll be securely accessible wherever you’re working.
Until recently, there were no IRS-specific issue-management applications to simplify the process. Then, I discovered Beyond415, and it’s been a true game changer.
— Lisa R., CPA, PC
Beyond415 Guidance is your practice’s toolkit for IRS practice and procedure, featuring step-by-step instructions, sample documents and letters, and time and billing estimates for more than 50 individual, business and payroll IRS issues.
Starting at $30 per month with annual contract or $300 per year.