Tax Preparation Business In 3 Simple Steps


This software is the office-free tax preparer solution and it is suitable for both desktop and mobile users. One of the big advantages of the software is that it includes an easily-accessible, cloud-based client portal that eliminates the need for face-to-face meetings and expensive office space.
You’ll enjoy:
- Direct messaging
- Photo uploads
- Document uploads
- Virtual & binding e-signatures
- Plus more!
Additional benefits of this software include: partnerships with major banks in the industry, which allows your clients to deduct your tax preparation fees directly from their refund.
There are many more benefits associated with using this powerful software. For example, your clients can gain access to pre-acknowledgment loans through select partner banks. They can also choose how to receive their refund (check, card, direct deposit) and receive refunds securely through refund transfer.
With this software you’ll gain a competitive edge on the competition and you’ll be able to attract new clients faster thanks to the positive word of mouth this software will help you create.