Go Green: Reduce or eliminate paper trails by scanning and uploading essential client documents.

Electronic Client Files: Create electronic files for clients, streamlining document organization.

Direct Uploads: Effortlessly upload critical documents like W-2s, 1099s, and receipts directly into a client's electronic file.

Immediate Access: Gain immediate access to client information, enhancing efficiency in the filing process.

Secure Access: The taxpayer portal provides a secure, user-friendly platform for clients to stay connected without visiting the tax office.

Document Accessibility: Clients can view and print tax forms and remotely sign them.

Document Uploads: Easily upload tax-related documents such as W-2s, driver's licenses, and social security cards.

Real-Time Communication: Clients can send messages to the preparer, receiving real-time responses.

No Sign Pad Required: e-Signature provides an easy and efficient way for taxpayers to sign tax forms without the need for a sign pad.

Remote Signing: Support for remote signatures, enabling flexibility for taxpayers.

Comprehensive Signing: Apply the taxpayer's signature to all tax-related signature forms, including bank documents.

Quick Import: Simplify and speed up the process by importing K-1 information directly into individual tax returns.

Time Efficiency: Save valuable time that would otherwise be spent on manual data entry.<

Error Reduction: Enhance accuracy by reducing the potential for manual entry errors.

On-the-Spot Estimates: Provide quick estimates to taxpayers, instilling confidence in your services.

Seamless Transition: Start the tax return directly from the information entered in the estimator.

Save for Later: Save quick estimates for future reference or continuation.

Question/Answer Worksheet: The client organizer simplifies preparation with a user-friendly question/answer worksheet.

Prior Year Data: Pull forward prior year tax information for existing clients.

Centralized Access: Access manager for quick retrieval of all taxpayer information, saving valuable time.

Customizable Criteria: Select search criteria to customize available information, including personal details, return history, payment details, and more.

Appointment Scheduling: Schedule appointments efficiently and keep track of client interactions.

Add Users: Easily add additional users to your office, enhancing collaboration.

Customized Privileges: Set privileges specific to each user, controlling access to features like e-filing, bank functions, check printing, and reports.

Security Control: Disable account access at any time, with an additional IP address feature for enhanced security.

Over 50 Standard Reports: Run your office effectively with a variety of reports to choose from.

Customizable Reports: Tailor reports to meet your specific needs, covering areas such as status and tracking, revenue, yearly growth comparison, income, e-filing, and banking.