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Screen Sharing
Now you and your colleagues can get technical assistance the moment you need it
Cloud Convenience
Remove Technical Barriers to Success
Simplify your tax preparation workflow with Rise Tax Pro’s cloud-based software. Accessible from any internet-connected device, it allows you to prepare returns easily from anywhere. Enjoy unmatched convenience, efficiency, and the flexibility to scale your business in today’s fast-paced environment.
Audio Support Included
Clear communication is essential for diagnosing and resolving issues quickly.
Instant Access
Get support in seconds—no delays. Rise Tax Pro is built by and for tax professionals, making it easy to prepare 1040 federal and state returns while receiving real-time assistance.
Included with All CRM Accounts
Screen sharing is available across all Rise Tax Pro CRM accounts, allowing our team to guide you directly through any challenge.
No Extra Credentials Needed
Forget extra logins or passwords. Simply accept the prompt and receive immediate help, ensuring a smooth and efficient support experience.
Live Support
Get Help Instantly with Screen Share
Resolve issues quickly by sharing your screen directly within the CRM. Our live support team guides you step-by-step, delivering fast solutions and keeping your workflow uninterrupted.
Maximize Every Feature
Take full advantage of the CRM’s capabilities. Navigating the system can be tricky at first, but with integrated screen sharing, our team can walk you through every module virtually—ensuring nothing goes unused.
No Third-Party Software Needed
With screen sharing built directly into the CRM, there’s no need to install or configure additional applications. We’ve removed one of the most common barriers to getting fast, reliable support.
CRM Setup Assistance
Setting up your CRM has never been easier. Our support team can guide you through importing client lists, completing fields, and saving documents. Screen share capabilities eliminate technical hurdles so you can focus on managing your office efficiently.
Support at Your Fingertips
Skip the learning curve and unlock the full potential of your CRM. Accept a screen share request, and receive expert assistance for all your questions—whenever you need it.
