| Administrative Rights |
Limited to user administration |
| Password Reset option |
Enabled |
| Location of financial data |
Cloud server |
| Location of sensitive client data |
client sensitive data is not collected |
| Collecting and storing client name and SSN |
Clients identified by ID only* |
| Collecting and storing client address |
Disabled |
| Collecting and storing client bank account numbers |
Limited to last 4 digits |
| Address of financial institution on Form 8621 |
Optional |
| Search client list |
Optional |
| Print Client ID on reports |
Enabled |
| Custom company code in Reference Numbers |
Enabled |
| Keeping copy of PDF forms on server |
PDFs are generated on request, not saved to server |
| System back-up |
Daily |
| Maintenance Updates |
By Expat Tax Tools |
