Platform
The platform behind a modern tax office.
The tax preparation software, the client mobile experience, and the multi office infrastructure, in one operating environment.
Tax Software
Professional tax software
Real-time diagnostics before a return is transmitted
The federal and state forms supported by your package
Electronic filing to the Internal Revenue Service and state agencies
Cloud access from any supported device
Mobile
Mobile tax office
Clients photograph and upload documents from their phone
Remote signatures where supported
Your office's branding, not ours
Status updates without a phone call
Multi-Office
Multi office management
Unlimited locations on the Multi-Office program
Rollup reporting across every location
Per-office fee configuration
Location by location performance reporting