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Click on the YouTube logo
to watch the video on each of the modules
to watch the video on each of the modules
Streamline Your
Workflow & Elevate
Your Tax
Practice with
Workflow & Elevate
Your Tax
Practice with
Want to streamline
your tax process?
your tax process?
What makes us Different?
>>
The 2-Clicks Advantage
The 2-Clicks Advantage
Instantly access critical data usually with just two
clicks, saving valuable time and simplifying your workflow.
Our Workflow module provides firm-wide, real-time insights,
ensuring you always know where every return stands.
>>
Real-time Workflow Tracking
Real-time Workflow Tracking
>>
Advanced Quality Control
Advanced Quality Control
Our Prep and Review module embeds quality
assurance at every stage, minimizing errors and risks.
The Questionnaire module allows you to collect essential
tax information faster, securely, and paper-free.
>>
Obtain Client Information
Obtain Client Information
>>
Seemless for Office & Remote
Seemless for Office & Remote
Whether in the office or remote, we keep your team
connected and productive, enabling smooth, uninterrupted
workflows from any location.
Tailor workflows and templates to meet your firm's unique needs, ensuring accuracy and consistency.
>>
Customizable & Flexible
Customizable & Flexible
Why Choose 2-Clicks?
- >>Next-Level Workflow Tracking
- >>Exceptional Quality Control
- >>Customizable, Digital Client Questionnaires
- >>Empowered, Productive Staff
- >>Scales with Your Firm
Contact Us
- Phone:
513-652-0712 - Email:
matt@2-clicks.net - Website:
www.2-clicks.net