Our Software Benefits

  • Easy to use, learn, and teach

  • Direct input or interview input

  • Complete 100% web based software

  • Software accessible from any device

  • Bank products

  • Unlimited Free e-filing

  • Year Round customer support

  • Multi-user office access

  • Absolutely No Hidden Fees

  • Get Free Tax Software With 200 or More Bank Products

 

Why Online Tax Software?

Web-based tax software that is user friendly; yet provides comprehensive software for any tax office. Access your tax business anytime, anywhere, on any device. If you are a preparer on the go or just need tax software that is maintenance free with nothing to download, this product is for you! Create a multi-user office without the hassle or costs of a server, and start growing your business today!

 

INCLUDES

  • Individual 1040, 1040NR

  • All states + DC (that require tax filing)

  • Free e-filing

  • Bank products

  • On-site check print software

  • Multi-user setup

  • Year Round customer support

 

ADVANTAGES

  • No waiting for software, start preparing returns right away

  • Great for those with many offices or employees

  • Monitor satellite locations

  • Ease-of-use

  • Maintenance free with nothing to download

  • All updates are automatically done at each login

  • Create a multi-user office with locations anywhere

  • Immediate access to your client’s information anytime, anywhere

  • Interview method input is easy to train and perfect for new preparers

 

Features:

 

CLIENT MANAGER

 Complete access manager to quickly and easily locate all information pertaining to your client’s return, saving you valuable time.

  • Personal details

  • Payment details

  • Preparer notes

  • Schedule appointments

  • Return details

  • History details

  • Return status

  • Letters

 

MULTI-USER PREPARER MANAGER

 Ability to add additional users to your tax office with tools to help customize and optimize your business.

  • Each preparer has a unique account name and password.

  • Set privileges specific to each preparer such as e-file, bank, check printing, and reports.

  • Disable account access at anytime.

 

E-FILE MANAGER

 Complete tracking system allows you to keep the most current status information during every stage of the e-file process. View status lists for:

  • All queued

  • All transmitted

  • All accepted

  • All rejected

 

REPORTS

 Run your office more effectively by generating valuable reports throughout the tax season. With over 50 standard reports to choose from, you can customize them specifically to meet your needs!

  • Status and tracking

  • Yearly growth comparison

  • E-file

  • Revenue

  • Income

  • Bank

 

Professional Correspondence:

 

LABELS

 Print professional mailing labels for your client letters and marketing material. Choose from many standard client status options to generate labels fast and efficiently.

 

CUSTOMIZED/STANDARD LETTERS

 Choose from several pre-written letters or compose your own client letters. Upload the company logo to give your office a professional, polished look.

  • Cover

  • Scheduling

  • Post-season

  • Pre-season

  • Privacy notice

 

Time Management Tools:

 

EIN AND ZIP CODE DATABASE

 We understand how valuable your time is. These time saving auto-fill features will increase speed and accuracy to help run your tax office more efficiently!

  • EIN database stores employer identification numbers automatically upon entry.

  • Ability to customize your database anytime with an automatic add/delete option.

  • Zip code database allows quick entry of address information by auto-filling the city and state based on the zip code entered.

 

Prior Year Import:

Seamlessly pull forward all existing client information from the prior year.

  • Choose between a standard or comprehensive rollover.

  • Depreciation is carried forward from year to year.

  • Save significant data entry time.