CSI Opens 1040 Portals


Creative Solutions has launched its UltraTax 1040 Portals, which let firms enable their clients to complete tax organizers online and access electronic copies of their completed returns.Firms can post read-only PDF copies of completed returns on the firms' private Web sites. "This will allow the accountant to take the concept of NetClient portals to service clients on a monthly basis," says Jack LaRue, CSI's vice president of marketing. For the current season, firms receive an unlimited number of portals, Web organizers, and Web retrievals.

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