Document Manager: Reduce or eliminate the paper trail by scanning and uploading essential client documents.
Taxpayer Portal: A secure, user-friendly site that allows your clients to stay connected without needing to visit the tax office.
e-Signature: A simple and efficient way for taxpayers to electronically sign tax forms.
Quick Estimator: A handy tool that provides a quick estimate to taxpayers, with the ability to start the tax return using the entered data.
Client Organizer: Simplify client preparation with a question-and-answer worksheet, helping them get ready for their appointment. Prior-year tax information is automatically pulled forward for existing clients.
Reports: Optimize your office operations with customizable reports. Choose from over 50 standard reports to meet your specific needs throughout the tax season.
If you're not completely satisfied with the tax software, you can request a full refund within 30 days of your purchase. If you encounter any issues, simply contact our Customer Experience team, and they'll assist you until you achieve the desired results or provide a refund.