License Holders will have the current and the last two years included automatically.
aLL iNCLUSIVE
Take advantage of having access to file ten or tens of thousands 1040 Federal, State or Local tax returns, your software was built by and with Professional Tax Preparers in mind.
iNTEGRATED BANKS
Guarantee that your clients their refund faster and you get paid even quicker, up to 5 days sooner. We partner with 5 of the top banks in the industry, making sign up and approval swift.
CLOUD & DESKTOP
Whether you're content with preparing with Desktop downloads or love being on the go, yet secured in the Cloud, FPO, FPS, FPC, and FPD versions can get you ready to file, accurately.
Key Features
Four software options with everything you need to crush tax season.
9 Year Catch Up
Get your clients in full compliance by easily preparing prior-year data returns with pull-forward.
Multi-State
Begin collecting facts and figures to generate
any state and local returns you need without additional add-on modules.
Seamless AutoFill
Automatic
access to our EIN database to time by seamlessly transcribing W-2, W2G, 1099, and other income data.
Schedule More
Eliminate the use of external programs with the integrated scheduling and tracking tools for your office staff.
Instant 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! Accelerate your tax
preparation process with instant access to calculation results and full return
views.
A, B, C DocuManager
Sync your clients electronic payroll forms, investment transactions, Schedules K-1, end-of-year
balances, and trial balance data with ease while reducing paper trails, all by
scanning and uploading essential client documents.
Happy Organizer
The
client organizer will help better serve your clients by providing them a simple
question/answer worksheet that will prepare them for their scheduled
appointment. Prior year tax information is pulled forward for existing clients.
Tax App
Prioritize more by communicating with clients without disrupting their commute using the convenience of mobile.
eSignatures
Remove the need for clients to return to the office to sign a missed form. Send them a ping to their phone to sign. Done!
Client Portal
Simplify your clients process by letting them stay connected via the uber secure, 24/7 updated user-friendly site.
Client Manager
Save time by utilizing the custom search locator to quickly gain complete
access to taxpayers return, documents, and notes.
When Paying Direct Just Doesn't Pay Off
Tax Preparation
A+ Rated Support
When you’re running a Income Tax business, you deserve a trustworthy software solution that runs fast and with accuracy helping you to accurately prepare more returns with ease. That's us!
TSFP's Tech Support is reachable
by Phone, Email, Chat, and Text 24/7. Secure your peace of mind knowing that you have help on demand as needed in-season and out.
Your Professional license allows one user with eFile credentials to transmit completed returns while enjoying a ROI from staff, and data entry persons to assist.
Multi User
When the need to add authorized personnel to your tax software portal presents itself, expect a smooth repeatable process from the back-office to user creation.
About TSFP
Tax Software For Pros has been helping Tax Offices find and use the best software since 2012. We have purchased and leased licensing for the best software that provided accurate returns without hiccups and form delays. Currently we have relationships with the top four technology providers ensuring that we only present what we use in our own offices.
TSFP has partnerships with the very best in Identity Theft Protection resources and Tax Audit Protection allowing Tax offices to benefit and resell those services to their clients with or without the use of a banking product. Speaking of banking products, our relationships with Refund Advantage, Tax Products Group, Republic Bank, and Refundo shares access to tax offices looking to add non-traditional forms of client payment arrangements and refund advances.
Multi Location
Our software is flexible enough to expand when needed, often. When you need to add satellite sites and preparers to run those offices - TSFP will lessen the burden with a swift expansion package. Need to add a logo, CRM affiliate, or resell capabilities, just ask.
As You Go
We understand that niche offices may require Corporate unlimited more than 1040 software and vice-versa. Subscribing as a pay-per-return office guarantees a flat rate program is available when you are ready to use it, keeping you in budget!
Each account initially has one person that is listed as an eFile Transmitter and one as a PTIN holder. You can also have support personnel listed for administrative and data entry work.
Yes, unless stated elsewhere 95% of the Individual 1040 and Corporate Software can be used in an unlimited capacity. The FPC and FPD programs for Corporate have different criteria and restrictions.
If your clients opt for Audit Insurance they will pay $40 for that protection. You can upsell that amount if warranted. Along with your office Tax Preparation fee your clients (if using our 3rd party bank product) may see $34.95-$49.95 for refund transfers. If the tax payer requests a refund advance during pre-season it will cost $79.95 and $39.95 during the early peak season. They will be invoiced for a Technology and Transmission fee of $40 as well as, a Service Bureau fee of $40.00.
No, there are no requirements to use the integrated banking partners to process your clients preparation fee and refunds. We do have three vendors that we recommend if your office plans to utilize Merchant services (Debit/Credit/ACH) for payment. Review the Merchant Banks here.
