What is the NexGen Taxes Pro Portal?

The NexGen Taxes Pro Portal serves as an efficient and secure solution for sharing tax, accounting, and bookkeeping information. It functions as a multi-role portal, ensuring secure and efficient viewing and sharing of customer tax and finance-related data. The portal provides a flexible platform that displays essential information requiring attention, such as upcoming appointments, new leads, missed communications, pending invoices, recent messages, or client-disapproved documents. Additionally, users can access details on invoices, revenues, team statistics, tasks, and more!

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