Avoid missing deadlines with dashboards and email alerts
Access custom data queries from multiple devices
Approve tax returns, assessments, and payments remotely
Measure productivity and prioritize resources
Insight for PTMS Solution Features
New tab inside Returns Manager to track information about returns generated in PTMS
Currently, the PTMS Calendar can track many events about returns (e.g., return mailed and return reviewed) but the process for creating and managing those events is all manual.
Returns History tab makes this process easier
Amended returns are tracked separately
Notifications will be supported for returns
Insight doesn’t require filing accounts for returns
How Does This Help My Business?
PTMS has been a huge time-saver for us, from filing returns, the assessments, tax bills — really the whole process from beginning to end. We can prepare two or three hundred returns for a state in four to five hours, and get them out the door same-day if needed. If you did that by hand, you’d need several people on hand to be able to handle that volume!
