RCReports

RCReports

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Step 1: Add Your Clients

Last updated on 10 May, 2026

Add all your S and C Corp clients. There are no limits on clients

Adding a New Client:

  • Begin by clicking on the Clients tab on the left hand side of your dashboard.

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  • Next select Add Client on the right side of the page.

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  • Input your client’s data into the five required fields and select Save.

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  • You can Share your client with another RCReports User, Archive, Edit, or generate a New Report by selecting the client from the Client Tab.

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Step 2: Run Client Benchmarks

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