Agent's Name
As Tax Professionals, we know good software is hard to come by. We have been in the tax industry since 2000 so believe us when we say, we've seen the good the bad and the glitchy.
Our comprehensive, cutting-edge software will take you from tax preparer to tax professional in no time. This software is designed with you in mind. File your personal or corporate returns with ease using our intuitive, user-friendly, cloud-based software that you can access from any device with internet access.
Tax preparation & filing
has never been better!
With a 100% web-based platform you can be extremely dynamic and innovative with your business operations. We have built-in all the tools to ensure that you maintain control and visibility of your workforces activities regardless of where or when they are doing their work.
FEATURES
CLOUD-BASED
No installation,
configuration
or updates
TOP SUPPORT
Award-winning,
year-round, bilingual customer support
MOBILE
Work from any location on any internet accessible device
Software
Web-Based
No software installation or updates
Free E-Filing
E-file unlimited returns at no cost
Unlimited 1040 Program
Unlimited
All States
Service clients nationwide
Unlimited Technical Support
Live, quality support
Paperless Office Solution
Scan in documents, collect e-signatures and communicate through email directly in the software. Increase efficiency, decrease costs, and reduce liability.
Multiple Language Options
Switch from English to Spanish with one click
Brandable Mobile App
Add your business name and custom logo to the mobile application that allows clients to submit their basic tax information and files direct from app to software
Support
Training
Transition with no learning curve. Our training process was designed to eliminate any uncertainty. From tax novice to veteran, we've done our very best to remove all the guesswork.
Maintenence and
growth tools
Build and expand with tools integrated to help you manage your current clients and workload while helping you free up resources to grow your business.
Award-winning
customer service
Live customer support
Security
Offer Identity Theft protection by our partner
Ease Of Use
Mobile Returns
use any tablet or smartphone with internet access to file
Create Custom Shortcuts
Access important resources with a single click
Multi-Input Modes
Interview or form mode
E-file 4 differnet years with one login
hassle free
Multi-Office Management Tools
Set up preparers and review and submit returns for your preparers if you choose
Web Check Prinitng and Reporting
Convenient
IRS Audit Protection for taxpayers
Peace of mind for you & clients
BANKING PARTNERS
Each of our partners allows ample room and incentive for growth. Not only do they offer valuable products and services to your clients, but they also offer products that enable you to increase your bottom-line.
Santa Barbara
TPG serves consumers nationwide with tax-related financial products and services that provide value, are fairly priced and satisfy consumer needs.
Refundo
Bank products made easy. Helping tax professionals nationwide get paid the easy way.
Refund Advantage
A program that enables you to customize your account in a variety of ways and earn the money you deserve. Our primary focus is the Independent ERO - providing options and solutions to help the tax season run smoother.
Republic Bank
Committed to working with tax offices of the highest caliber, we want to ensure consumers are offered our tax products in a fair and responsible manner and that they are presented clear choices in making their decision.
