Create and manage taxpayer profiles, organize client records, assign authorized tax preparers, and track return preparation from intake through final review.
Noble Libertas Tax Pro's Diagnostic Filing System (DFS) supports comprehensive return reviews by identifying missing information, incomplete worksheets, potential filing errors, and items requiring preparer attention before EFIN approval.
CLIENT DIRECTORY
Clients belonging to your authorized tax company
Visible Clients
0Returns In Progress
0Filed Returns
0Active Preparers
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