Roll-Forward Projects

We’ve launched a powerful new feature that will automate one of the most tedious and time-consuming tasks in TaxExact: creating new projects for the upcoming tax season. Today, teams need to manually create new projects for each client as the upcoming tax season approaches. That can become quite time-consuming, especially for larger teams that have hundreds of projects. The new Roll-Forward feature will completely eliminate this work and automatically (and intelligently) roll-forward projects from the prior year to give your team the perfect starting point when tax season arrives.