📄️ Step 1:Set up a tax firm or Join
If you are using uTaxes for the first time, please read Welcome to uTaxes, understand and download uTaxes.
📄️ Step 2:Update Personal Info
uTaxes Account
📄️ Step 3: Client Linking
uTaxes Account
📄️ Step 4: Project Manage
uTaxes Account
📄️ Step 5: CRM & Clients
If you are using uTaxes for the first time, please read Welcome to uTaxes, understand and download uTaxes.
📄️ Step 6: Calendar
The calendar view is an essential tool for managing events, scheduling projects, and organizing activities. It allows collaborators to quickly view event schedules, durations, and make real-time updates, keeping the entire team aligned.