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How To Digitally Run Your Tax Office.
APPLICATION SOLUTIONS
Tax Estimator
This application allows you to collect information fast from clients who want to have a quick idea of what their refund would be, without creating a full-blown tax return.
Bank Product Solutions
This is the most efficient way to collect tax preparation fees from clients. Our system offers multiple bank product solutions to fit your needs. Those include Santa Barbara Bank/TPG, Refund Advantage, Republic Bank, River City, EPS, and 3Fund, just to name a few.
E-Filing and Paperless Plus
Our tax preparation software offers e-filing of both Federal and states tax returns. You save time when you use our Paperless Plus to digitally manage your office documents. The client can digitally sign the document and you also scan and store additional pertinent information with tax returns safely
Single Office Tax Preparation Software
This tax software solution helps you manage a single office to prepare both individual and business returns for all states.
Multiple Office Tax Preparation Software
This tax software solution gives you the flexibility to manage multiple offices preparing individual and business returns for all states.
Easy Interview
This is a client interview form that enables your front office to collect pertinent personal information from taxpayers to eventually prepare the tax returns, thus making your office more efficient and productive.
