Set Up Your Tax Office For Success With The Right Software.
From single tax preparer to multiple team set up, this software will help you organize your tax preparation book of business, your team, and your clients.
Online client portal, e-signature collect, document uploads, client communications, all in a single platform!
Tax office goals
achieved with the
right Software
From start up to to experienced tax firm, our software can help you save time in the tax preparation processes and lower your costs.
FEATURES
Secure Cloud Based
Work anywhere anytime. This platform is securely made for productivity and accuracy.
Online Portal
No more having to send tax preps to clients. Clients get 24/7 secure access to their tax preps in their online portal.
Unlimited E-sign & E-File
Unlimited E-signs and E-Filing included in the software. No extra costs for e-signature collections or e-file transmissions.
Industry Leading Software
All software versions include:
Multi-user online tax preparations
Online data storage
Document Manager
Security Logging
Client Portal
E-signatures
Pricing
Software Program
$1497
1040 Tax Preps
Up to 5 users
Included Unlimited e-signs
Included Unlimited e-filings
Bank Product Options
1 Tax Year Software
1 EFIN per registration
ERO Program
$2477
The software program +
Business forms:
1120S - 1120 - 1065 - 1041 990 - 720- 706- 2290 - 709 5500- 8849
Up To 10 users
3 Tax Years Software
Tax Preparers Modules Guide
Membership Program
$299 / month
The ERO program +
Monthly Payment Option
EFIN Application Support
PTIN Application Support
Affiliate Opportunities
Questions? Send us an email
Contact
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