Will I need to download the software onto my computer?
You don’t have to download anything to use Integrate Tax. Wherever you have a computer with internet access, sign in and enjoy full access to all of your clients and cases. Enjoy the benefits of a secure, reliable cloud based software.
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When will an awaiting contact turn active?
We send a confirmation link to the email address provided for double opt-in confirmation. Clicking the confirmation link will turn the contact active.
I need to see all overdue milestones across all projects?
You can see all the overdue milestones across all team collaboration from Task & Milestones > Milestones in the Overdue Milestones section. If you want to see all the overdue milestones of any particular team collaboration user, use ...
What are the things I need to check before I import data?
Before you import you data, it is recommended that you test your import with a sample file. Please go through the ckecklist to make sure you import your data properly. Related Link Import Data to CRM
What will happen if I deactivate a currency that is in use?
When you deactivate a currency, it will no longer be available for use. After deactivating: New records cannot be created using the deactivated currency. However, you may be having existing records that used the deactivated currency. The currency ...
What will happen if I deactivate a currency that is in use?
When you deactivate a currency, it will no longer be available for use. After deactivating: New records cannot be created using the deactivated currency. However, you may be having existing records that used the deactivated currency. The currency ...