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Tax Software

Volume Tax Business

Tax Software is the fastest, easiest, and most efficient professional tax software solutionfor high-volume tax businesses that specialize in offering quick & accurate tax refunds and bank products. With quick processing of your clients’ tax returns and bank product refunds, Tax Software professionals help you stay a step ahead of your competition.

BUSINESS-INCREASING SOLUTIONS

With our intuitive, cutting-edge solutions, we set the industry standard for quality, value, and service.

Tax Software

  • Built-in Document Manager
  • Integrated Text Messaging
  • Support for Signature Pads and Barcode Scanners
  • Integrated Remote Signature Functionality

Tax Office Mobile App

  • Branded with your logo
  • Your firm information on your clients’ devices
  • Client data and documents import directly into the software
  • Custom branded website

Revenue Opportunities

  • Offer your clients valuable services like iPROTECT & Protection Plus
  • Create your own commissions
  • Year-round revenue

Multi-Office Management

  • Web-based configuration for sub-offices (billing, security, software settings)
  • Tax return routing options
  • Centralized reporting and return access

How it Works

When signing a tax return or bank application, select RemoteSign.

After the tax preparer clicks RemoteSign, the Remote Signature Options screen pops up asking which method the taxpayer/spouse would like to use to sign the tax return (based on information collected in the Client Data screen).

The taxpayer receives a text message or email (based on their selection) with a link to validate their identity.

The taxpayer validates their identity with:

  • Last 4 digits of SSN
  • Date of Birth
  • Last Name