ProFile Connect 2014 app for iPhone and iPad

Instantly view your client tax return data with the touch of a button.

ProFile Connect allows ProFile users to securely access and view their client data and tax returns from their mobile device.

ProFile Connect provides you with instant access to your client contact and tax information when you need it, wherever you are.

You don’t have to race back to your desktop or call your office to answer a simple question or look up client contact information.

Don’t have ProFile? You can try the app with sample data by selecting “Test Drive”.
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Access Client Information:
• Access to all your clients
• Search by client name
• Lists contact information (phone, email, address)
• Ability to call your client, send email, FaceTime or share a contact with a simple click
• Provides access to key tax fields of T1 files for each of the clients listed for TY2014 or TY2013
• Provides access to the PDF return of the entire TY2014 or TY2013 return
• Provides access to current audit messages in ProFile
• Allows user to make notes for each client and store those in the cloud
• View summary reports for amounts clients owe to the CRA, all at once

Engagements:
• Sort clients by engagement status (work in progress, in partner review etc.)
• Shows total number of clients by status (14 clients in work in progress)
• Drill down to the engagement details.

Information and Support:
• Email Support from the ProFile Connect team
• Intuit and CRA news feeds

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Technical Details:
• Password-protected access (username/password required every time)
• Data is stored and downloaded from the cloud
• Requires the ProFile CloudBridge module to be installed and enabled on the Profile Desktop app
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From the makers of ProFile Professional Tax Software

To learn how Intuit protects your privacy, please visit http://www.intuit.ca/about-intuit-canada/info/privacy-policy.jsp