Our partnership with you entails year-round solutions that help to ensure the success of your professional tax business. Give us a try! Learn more
Efile Center Integration
Review and Fix Rejects, Print Checks and access reports real-time
As part of our efforts to increase efficiency, we have integrated your efile center within the software; meaning you no longer have to leave the software to review rejects, print checks, or access reports. Information from your filing center is at your finger tip, which now saves you time and money.
Integrated Desktop & Online Platform
Access your tax software from virtually anywhere
If you are preparing a return at your office and have to continue later, you can simply sync the return(s) into your online account and continue at your convenience. You no longer have to download the software on multiple computers. This feature also comes in handy if you are facing technical issues with your PC or laptop, you can simply go online using our secure gateway and continue your return!
Document Manager
Scan and upload clients’ ID, W2 and other supporting documents
Your clients rely on you to store copies of their tax returns. Our new Document Manager allows you to scan and upload clients’ ID, W2 and other supporting documents within the tax returns. You can save the return to a local drive or external storage as PDF or other file types of choice.
