Dashboard | A.U.R.A

#1 Automated Utility for Return Assistance

Data types

  • DillyNote
  • SavedCalculation
  • Client
  • ClientDocument
  • TaxFormData
  • ClientTask
  • ReminderConfig
  • ClientReminder
  • IntegrationConfig
  • CommunicationTemplate
  • ScheduledFollowUp
  • DocumentSignature
  • ClientConsent
  • ClientMessage
  • ClientMeeting
  • AutoNotification
  • DraftTaxReturn
  • RefundEmailLog
  • AmendedReturnNote