Stay Connected with Our User-Friendly Mobile App!
Empower yourself and your clients with our
dedicated mobile app that ensures seamless interactions, document management,
and accessibility.
In today’s fast-paced world, maintaining constant
communication with your clients is crucial. Don’t let technology stand in the
way of your client engagements or management.
Offering a
mobile app demonstrates your commitment to using innovative technology to
support your clients. This helps solidify relationships and can lead to greater
customer loyalty and retention.
CLIENT ACCESSIBLE
Simply send an app
link to your clients for quick and hassle-free downloads. Your clients can
install the app on their devices and stay connected with you at all times.
Dual Chat: Your client can use the Mobile App or the Client portal to send you a message fast. All messages are delivered in real-time allowing for continuous conversation without slowing down the input process.
DOCUMENT SHARING
Allow
your clients to scan and upload documents directly through the app. Both you
and your clients can access these documents in the app’s portal, ensuring
collaboration and transparency.
Snap to Upload: Tell your clients to take a photo of their documents, ID's, income documents and other important items on their time. Once it's saved it's sharable.
SECURED STORAGE
Rest assured,
sensitive information is protected with robust security measures. All documents
uploaded through the app are stored securely, providing peace of mind for both
you and your clients.
Confidence in Document Management: Clients can trust that their scanned documents are accessible to you both,
fostering a collaborative environment.
Simplify Client Engagement with Efficient eSignature
Solutions!
Transform your document signing process with our
efficient eSignature solution. Embrace the modern way to collect signatures and
enhance your client interaction—making tax season smoother for both you and
your clients.
Downloadable from the Apple Store or Google Play you can elevate your client experience with the convenience of
electronic signatures, available at no cost or for a minimal fee. The IRS recognizes
the validity of digital signatures for Income Tax Documents, allowing taxpayers
to easily acknowledge their income and expenses with confidence.
IRS APPROVED
Rest easy knowing
that your digital signatures comply with IRS regulations. Clients can digitally
sign documents to confirm their acceptance of accurate and honest
representations of their financial records.
Ultra Legal Compliance: Our electronic
signature solution meets all legal requirements, ensuring that every signature
is secure, verified, and legally binding.
FASTER TURNAROUND
Expedite your
workflow by receiving signed documents more quickly. This means faster filings
and improved service for your clients.
Increased Efficiency: Reduce the time
spent on paperwork by enabling your clients to sign documents electronically
from anywhere, eliminating the need for physical meetings or document delivery.
SIGNATURE REQUEST
Streamline the process by sending electronic signature requests via various methods,
including software texts and client portal notifications when the return is near completion. Choose the method
that works best for you and your clients.
Enhanced Client Experience: Clients appreciate the ease of signing documents at their
convenience.
Streamline Your Corporate Tax Preparation with Our
Comprehensive Program!
Never miss out on clients because your current
software can't handle their unique tax form needs. Our
comprehensive corporate tax software allows you to file returns seamlessly with
features that include Partnership, S Corp, C Corp, Trusts, and Non-Profit
forms—all at your fingertips.
We'll help you grow your business and increase revenues with both the Online and Desktop program featuring a wide
range local, city, and supported state forms with unlimited or as you go filing.
FORM INTEGRATION
Say goodbye
to missed opportunities! Our software includes an extensive library of forms,
ensuring you have everything you need to file for Partnerships, S Corporations,
C Corporations, Trusts, and Non-Profits—all integrated into a single platform.
Accounting Records Integration: Easily
import your Trial Balance Reports in CSV format from your accounting software
and adjust as needed, as well as, transfers all relevant data to the appropriate
lines.
EXTENDED DEPRECIATION
The Integrated Depreciation
Module quickly determines the MACRS, ACRS, Section 168(f)(1) election, etc. to
gauge the allowance of a depreciation.
Depreciation & Disposal Summaries: Quickly review your assets and access
depreciation reports, including short-year calculations without leaving deductions on the table. Simplify your workflow with the correct depreciation method,
and transfer the calculated depreciation expense to the proper line on the
return.
SCHEDULE K-1 EXPORTER
Create Schedule K-1s for 1041,
1065 & 1120S programs automatically to generate Schedule K-1s for
beneficiaries, partners & shareholders.
Fast Data Entry & Import Tools: Save
time and eliminate errors by manually or with batch allocation to distribute the data direct into the 1040 Individual program. Quick entry options for M-3, 4562, K-1, and
Schedule L information make it a breeze.
Bridge Communication Gaps with Multilingual Support– for Better
Service!
Don’t let language barriers hold back your clients from
receiving the best possible service. With our easy-to-use multilingual support,
you can provide a hassle-free experience for all clients, ensuring they feel
valued and supported.
Make your tax software program inclusive and accessible
to all by offering multilingual support! With our user-friendly features, you
can effortlessly switch forms from English to Spanish, ensuring that all
clients receive their completed reports in the format they need.
BOADEN BASE
Attract
and retain clients who prefer to communicate in Spanish, expanding your reach
and serving a diverse community.
Client Satisfaction: By offering tax
forms in multiple languages, you foster better communication, increase client
comfort, and enhance overall satisfaction.
LANGUAGE TOGGLE
Seamlessly
toggle between English and Spanish on forms, allowing you to meet your clients’
needs quickly and efficiently.
Streamlined Workflow: Effortlessly cater
to multiple clients without the hassle of manual translation or separate
processes.
INCLUSIVITY INCLUDED
Showcase
your commitment to exceptional service by making sure everyone feels
represented and understood.
No Additional Costs: Enjoy the benefit of
language change features without incurring extra costs per service. We believe
in making accessibility straightforward and affordable.
BANK PRODUCTS WITH REBATES
Empower Your Clients with Preparation Payment Options, Bank Products!
When you’re running a Tax business, you need a trustworthy financial partner that lets your clients keep more of their hard-earned money in
their digital wallets! With our innovative bank products integrated into the
tax software, you can offer them flexible payment options that fit their needs.
Our A+ Rated Tech Support is reachable
by Phone, Email, Chat, and Text 24/7. Secure your peace of mind with access to training resources, all with a less than
60 second in-season wait
time.
FLEXIBLE OPTIONS
We understand that every client is unique, which is why
we offer a variety of deposit methods. Choose what works best for your clients:
Debit Cards: Instant access to funds for
immediate use. Direct ACH Transfers: A safe and secure
option for seamless bank transfers directly to their accounts. · Checks: Provide an old-school alternative
that some clients may prefer.
SEAMLESS INTEGRATION
Our easy-to-use bank application connects you with leading third-party banks,
allowing your clients to enjoy the convenience of paying later for your tax
preparation services. This integration not only enhances their experience but
also helps you grow your business.
Increased Client Satisfaction: Offering
flexible payment solutions not only enhances client loyalty but also sets you
apart from competitors.
EARLY ACCESS
Give
your clients the financial boost they deserve! With our bank products, they can
access up to $9,500 of their tax refund early. This feature provides
relief when they need it most, enabling them to manage expenses without delay.
Boost Revenue Potential: Early access to
refunds encourages clients to use your services, growing your business without
the upfront cost.
ULTIMATE
ALL-INCLUSIVE CLOUD BASED TAX SOFTWARE
