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Acct1st Client Portal

Acct1st Client Portal is a two-way customer portal software solution for multiple users to send and receive customer documents. The platform allows clients to log in and securely send tax returns to the user, and all documents are archived in the program’s database.

Acct1st Workflow

Acct1st Workflow is a workflow management system designed to manage the process of tax or other engagements inside an accounting firm. The platform allows users to define workflows for document storage, tax engagements and job action routing.