PROFESSIONAL TAX SOFTWARE
BUILT FOR TAX PROFFESIONALS
The tools you need to prepare returns, serve clients and operate a modern tax preparation business.
Business Growth Solutions
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Start. Operate. Grow. Scale.
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Your Brand. Your Business.
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Professional Tax Software
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Secure Client Workflow
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Bank Product Integration
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Business Growth Solutions
◆
Start. Operate. Grow. Scale.
◆
Your Brand. Your Business.
◆
Professional Tax Software
◆
Secure Client Workflow
◆
Bank Product Integration
◆
Prepare & File
Prepare. File. Done.
Everything you need to move returns from intake to accepted — without the busywork.
✓
Individual tax return preparation
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Unlimited 1040 filing on every package
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Prior-year data transfer
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Business returns on eligible packages*
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Federal & all state returns included
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E-filing with fast acknowledgements
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Depreciation functionality
SERVE CLIENTS
A CLIENT EXPERIENCE
THAT FEELS PREMIUM.
Secure, mobile, paperless — the workflow your clients expect from a modern business.
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Secure client document collection
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Mobile workflow where available
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Paperless document management
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Client portal
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Digital signatures
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Client communication tools
GET PAID
GET PAID WITHOUT
CHASING PAYMENTS.
Integrated bank products and refund transfers let eligible clients pay your preparation fee directly from their refund — instead of paying upfront.
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Integrated bank products &
refund transfers
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Preparation fees deducted
from client refunds
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Faster funding for you,
easier yes for clients
Bank products are subject to provider terms,
eligibility, enrollment and applicable fees.
Example Refund Transfer
Federal Refund
$3,200
Prep Fee Deducted
-$350
Client Receives
$2,850
Illustrative example only.
Actual amounts vary.
EXAMPLE REFUND TRANSFER
Federal Refund
$3,200
Prep Fee Deducted
-$350
Client Receives
$2,850
Illustrative example only. Actual amounts vary.
OPERATE YOUR BUSINESS
RUN IT LIKE A REAL
OPERATION.
The back-office muscle behind a professional tax business.
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Multi-user functionality where available
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Client retention database & tools
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Professional technical support
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Reporting & performance visibility
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Paperless workflow end to end
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Cloud access on eligible packages*
COMPARE PACKAGES
PICK YOUR WEAPON
PACKAGE
INDIVIDUAL RETURNS
BUSINESS RETURNS
CLOUD ACCESS
MOBILE APP
CLIENT PORTAL
BANK PRODUCTS
MULTIPLE USERS
SUPPORT