Seamless Integrations
Seamless Integrations
Seamless Integrations
Your Dashboard, Your Way
Design personalized dashboards that put essential data at your fingertips.
Sales Teams
Monitor live sales performance, deal progress, and team activities in one view.
Sales Teams
Monitor live sales performance, deal progress, and team activities in one view.
Sales Teams
Monitor live sales performance, deal progress, and team activities in one view.
Executives
Get an overview of business performance, financial metrics, and team productivity.
Executives
Get an overview of business performance, financial metrics, and team productivity.
Executives
Get an overview of business performance, financial metrics, and team productivity.
Marketing Teams
Track campaign success, audience engagement, and ROI metrics.
Marketing Teams
Track campaign success, audience engagement, and ROI metrics.
Marketing Teams
Track campaign success, audience engagement, and ROI metrics.
Key Benefits
Seamless Tax Software Integration
Tailored Insights
Real-Time Updates
Multiple Layouts
Team Sharing
Seamless Tax Software Integration
Tailored Insights
Real-Time Updates
Multiple Layouts
Team Sharing
Seamless Tax Software Integration
Tailored Insights
Real-Time Updates
Multiple Layouts
Team Sharing
Automate your practice
End-to-end 1040 prep, powered by Magnetic's proprietary AI form engine
Automate your practice
End-to-end 1040 prep, powered by Magnetic's proprietary AI form engine
Automate your practice
End-to-end 1040 prep, powered by Magnetic's proprietary AI form engine