If your office only prepares a few returns each year we now have a pay-per-return option which still keeps costs to a minimum without losing any client or office perks.
Easily reduce errors in your tax preparation process by importing essential electronic documents such as Forms W-2, investment transactions, and Schedules K-1 while saving time and increasing performance.
Feel confident knowing that you can get more clients in compliance by going back 3, or 5 years using 1040, 1040SR, 1040NR, 1040SS/PR, 1040X filing forms without any additional upgrades.
Sell confidence by to creating dynamic adjustments to simulate various life events and financial changes—i.e, job changes, marriage, dependent additions, etc and how these factors may affect tax liability.
Toggle Between Diagnostics
A simple keystroke enables you to switch LookBack views, to verify historical data without manually cross-referencing. By contrast LinkBacks ensures accuracy, minimizes errors, and saves you valuable time during the tax preparation process.
Keeping the right
If your office only prepares a few returns each year we now have an As You Go option which helps keep costs to a minimum but boasts full program perks so you can continue growing your business.
With FPD Software, users have the flexibility to choose from three distinct types of organizers tailored to different client needs: summary organizers, comprehensive organizers, and new client/blank organizers. Each organizer serves a unique purpose and helps streamline the data collection process.
Goodbye Annual License Fees
We've eliminated the $3000+ pre-set fee that typically comes from purchasing direct. With bulk pricing comes huge savings to help your growing tax practice. We can now offer an unlimited filing with an all-inclusive pricing.
Saving you time.
The enhanced toggle on/toggle off import tool decreases user errors and increases efficiencies by extracting exact values in the software. Import last year's returns, ID cards, Stock transactions, W-2s and more.
When you need to add a new user to your software, expect a fast set up for a new Virtual Assistant, Data Entry support, or PTIN holders.
With the use of templates, be sure that only those that you have given authorization can efile and transmit a return, collect payment, send invoices, or open past year tax software.
Let the clients guide you.
When you have a calendar full of clients to meet with initially it can be a faster process by asking rapid fire questions that the software guides you to ask.
Showing you where you stand.
As the client interview intake screens automatically go to the next set of questions, the overpayment or underpayment module is also updated simultaneously.
With rates as low as $7 per signature, you can request a client signature and import it into their web portal for 1040 returns. Just click the link to request a signature and wait on its arrival, synced!
True growth happens when you understand your numbers. With over 50 standard reports to choose from, you can customize them specifically to meet your needs!
Income! Set your pricing as per form, per return type, or a flat fee and charge what you’re worth. Don't worry, we do not take percentages of your Preparation fees - keeping your bottom line, in line.
