Online Software
Whether you’re just starting your tax practice or have established clients, using Online Software offers many benefits. You and your staff can access your software, files, and data over the web, making it easy to work remotely and giving you the flexibility to work outside of office hours, or just outside the office. Create a multi-user office without the hassle or costs of a server, and start growing your business today!
100% Web-Based Software
If you are a preparer on the go or just need a tax software that is maintenance-free with nothing to download, this product is for you!
Digital Signatures
Digital Signatures allows your taxpayers to digitally sign their tax return in-person or remotely from the mobile device or computer.
Document Manager
Document Manager digitally stores scanned, uploaded, or client submitted documents directly in to taxpayer's return file.
Text Messaging
A simple, integrated way to send and receive unlimited text messages with your clients directly through the software.
Taxpayer Mobile App
The Taxpayer Mobile App allows your clients to securely send you their tax info, check their return status, and sign their documents without having to step foot in an office.
Audit Assistance
With Audit Assistance, you can expand your service offerings and make extra revenue while providing your taxpayers with the peace of mind of low cost tax return audit assistance.
Business Forms
Our business forms offer a complete solution for tax professionals who prepare or want to prepare, even the most complex Federal and State business returns.
Taxpayer Client Portal
The client portal is a secure, user-friendly site that allows your taxpayer to stay connected without visiting your tax office.
Quick Estimator
This is a great tool that can be used to give a quick estimate to the taxpayer with the ability to start the tax return from the data entered!
Multi-Office Manager
We put realtime reporting, management of office configuration/permissions and access to the actual tax return at your fingertips.
- Start your tax return
- Share documents with your tax preparer
- Submit your signature remotely
- Message your tax preparer
- Receive messages from your tax preparer
- Check the status of your return
- Check the status of your refund
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