Practice Suite GuidesManage notice follow-up in one shared assureNotice workspace: batch-fetch available portal records, preserve case notes, review replies and deadlines, assign next actions, access Drive documents and export a management tracker.
Team assureOffice · 2026-10-16
Read article → Practice Suite GuidesStart with available information in assureITR: current-year prefill, previous-year masters, portal fetch, supported Excel imports and guided review. Learn bulk client preparation, shared team access, return schedules, computation and PDF/JSON output.
Team assureOffice · 2026-10-16
Read article → Practice Suite GuidesPrepare Form 3CEB with less repeated entry in assureTP: portal sources, prior-year reuse, prefilled Working Excel, bulk auditor allocation and a report of transactions and methods across clients. Includes team setup and the complete review-to-output process.
Team assureOffice · 2026-10-16
Read article → Practice Suite GuidesReduce repeated tax-audit entry with assureTax: portal fetch, supported source mapping, last-year reuse, prefilled Working Excel and bulk auditor assignment. Follow the complete Form 3CA/3CB-3CD preparation, team-access, review and output workflow.
Team assureOffice · 2026-10-16
Read article →