Mobile Tax Office
Take Your Tax Office Beyond Four Walls
Give clients a simple digital way to work with your office without requiring an in-person visit.
What your clients can do
✓Capture and submit documents
Clients photograph paperwork and upload it straight from the phone in their hand.
✓Digital document exchange
Send documents back to your client without paper or a return trip.
✓Client communication
Keep the conversation in one place instead of across texts and voicemails.
✓Remote signatures
Signatures captured on the device, where supported.
✓Branded client experience
The app carries your office's branding, not ours.
✓Status communication
Clients can see where their return stands without calling to ask.
Why it matters
Less chasing paper in the weeks that matter
Fewer trips to the office
Documents arrive complete and legible
Less time on the phone answering where is my return
A client who can send paperwork in two minutes does not put it off
Next step
Schedule a demo.
We will show you this working, using the kind of office you run.