What does it take to start?

1. Install it on Windows or Mac. It carries everything it needs; every feature works for 30 days, with no account. Install guide.
2. Add your firm's name, yours and your logo, once, for the brief and the pack.
3. Enter the client from the fact-find. Every box has guidance, and a blank that would change the tax is asked for, never guessed.
4. Run the plan before the meeting; a change tried in the meeting is worked out in seconds.

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