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Monthly Tax Tracking Board (1)
This board was designed to track taxes on a monthly basis. The data is automatically rolled over, enabling the team to work more efficiently.
Accounting
Integrations
Monthly Tax Tracking Board (2)
This board was designed to track taxes on a monthly basis. The data is automatically rolled over, enabling the team to work more efficiently.
Accounting
Integrations
Centralized Tax Rollover for 800+ Boards
Triggering the tax rollover process for over 800 boards from a high-level board that manages all clients.
Accounting
Integrations
Automated Tax Rollover with Make.com
This Make.com scenario enables, with a single click, the rollover of previous tax balances, preparation of upcoming months. This solution streamlines workflows, reduces errors, and enhances efficiency.
Accounting
Make.com
Automated Data Archiving with Make.com
This Make.com scenario archives data, keeping it accessible to the team while locking it for edits.
Accounting
Make.com