Automate Client Savings with Relay's Savings Accounts & Auto Transfer Rules

Relay now has Savings Accounts! Watch this 2-minute video to learn how to pair Savings Accounts with Auto Transfer Rules to help clients save a little bit every day AND earn interest — all without lifting a finger.

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Review of TurboTax LIVE Full Service Business 2023 for Tax Professionals

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Follow Jerry Maginnis for Insights and Inspiration in Accounting