OLT PRO Accounts
Supported Forms
Questions
More Information
Customer Search
- Easy Tab Navigation to switch between tools.
- Easy navigation to locate, edit, or add a new customer.
- Quickly locate clients by using one of many search options available. Search by first name, last name, SSN, email address, birthdate, etc.
Customer Details and Tax Summary
- Easily input customer information with straightforward interview style questions.
