Frequently Asked Questions
Who can use EZ Tax Solutions software?
Anyone can use this software! It doesn’t require any special knowledge or skills or past experience preparing tax returns. The software is straightforward and easy to use, yet delivers highly accurate returns.
Can I use EZ Tax Solutions software in my state?
Yes, not only does this software allow you to prepare 1040 federal returns but it also allows you to perform state returns in all states with income tax.
Will it help me grow my business?
Yes. This software contains a number of features that can help you attract more clients and grow your business. For instance, there are bank partnerships that speed up returns. The software also returns highly accurate results so you get more satisfied customers and generate more positive word of mouth.
What do I need to utilize this software?
This software can be used on desktop and mobile devices. That means all you’ll need is a phone, tablet, or desktop computer.You won’t need to have office space or hold face-to-face meetings. You can conduct business 100% online.
What is the client portal?
This easily-accessible, cloud-based portal includes such features as direct messaging, photo uploads, document uploads, virtual & binding e-signatures, and more.
How will the software boost my business and my profits?
Clients today want to receive the full refund they’re entitled to fast.Not to mention, you want to get paid as soon as possible, too!EZ Tax Solutions software partners with major banks in the industry and allows your clients to deduct your tax preparation fees directly from their refund. This is a win-win for both you and your clients – everybody gets paid faster!
What makes this software so special?
Everything you need to handle important tax matters quickly can be processed with ease inside EZ Tax Solutions Software.Even during the busy tax season, you can meet all your deadlines from anywhere. Plus, this software is up-to-date on all the latest tax laws and allows staff to quickly prepare highly accurate returns.
Was this software really built by tax preparation business owners?
Yes, this professionally-designed, cloud-based tax software was specifically built by and for tax preparation business owners. The designers of this software have a unique understanding of what tax prep business owners need to be successful and have made sure this software includes every essential feature.
What types of returns can you complete with this software?
You can prepare 1040 federal returns as well as returns for all states with income tax.
Do you offer software support?
Yes, you can ask questions, get answers, and receive additional assistance and guidance from our professional support staff at no additional charge. We offer unlimited support.
Are there more ways this software benefits tax preparation business owners?
First and foremost, it makes doing taxes easier. It streamlines the tax process and allows you to get more done in less time. That means you’ll have more time to acquire more customers or to spend with family.
Once I purchase my software will I receive it right away?
No, you will not receive your tax preparation software right away. You will need to upload your corporation papers, EIN Number (Employee Identification Number) letter, PTIN Letter from the IRS, EFIN Summary Page showing your EFIN is active and your Bank Information application Form on eztaxsolutionssoftware.com. Scroll down at the bottom and you will see the “Upload Tab” click the “Upload Tab” and upload your documents.