Across
- 3. Device used to view tax documents and software
- 4. Central hub for managing clients returns and tasks
- 5. Acronym for platform all associates use to access dimensions, appointment manager and email
- 7. Essential for clear communication with clients
- 8. AI assistant to help create tax tips
Down
- 1. Tool to see your schedule and manage client appointments
- 2. Main tool for accessing tax software and resources
- 6. Platform we use to answer calls, collaborate and have virtual meetings