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Building a project management system with Harmonic.ai
Audience
Topic
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All teams
Project management
65
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Learn about practice management for modern accounting and tax firms and how to optimize your tax stack.
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Get ready to take on busy season with Tallyfor Balance. Learn how to use our cloud working trial balance to quickly and easily generate your tax work papers. We'll show you how to eliminate manual data entry and redundant tasks from tax prep.
We'll explore the key components of TaxCalc: Inputs, Estimated Payments, Projections and Plans. And we'll work through a few use cases like managing quarterly estimated payments, S Corp elections and liquidity events.
