TaxOffice Paperless Workflow & Management System

  • Access client data and send PDF's from anywhere with your web browser
  • Your clients can schedule appointments, or your employees can create them
  • Keep your tax data safe, and 100% protected and secured to stay compliant with IRS security regulations
  • Create a system of Action Events to track a client from the time they enter your office, to leaving your office with an accepted tax return.
  • Full Rebrandable Client Portal to allow you to provide your customers with a login system behind your company brand
  • Attach custom Client Letters, Engagement Letters, and any other PDF that you have
TaxOffice Monthly
$20 per month
5 Gigabytes of Shared Storage ($10/mo per 1 gig more)
Includes 10 Users ($5/mo each additional)
Includes PDF Signatures
For One Tax Office Location ($10/mo each additional)
TaxOffice Yearly
$398 a year
10 Gigabytes of Storage per location ($10/yr per 1 gig more)
Includes 10 Users
Includes PDF Signatures
One Tax Office Location ($199/yr each additional)
*If you have more than 20 employees, or 5 locations make sure to contact us for custom pricing.*

Mange and Run Your Tax Office like Large Franchises

With our TaxOffice Addon, you can prepare to send Tax Returns with preset templates, fully track and create an audit trail of all your clients, and stay completely paperless within your tax office.
Featured items
  • Manage Multiple Offices under one login
  • Full Appointment Scheduling System through Client Portal or Clients Record
  • Built in Refer-a-friend system to easily track referrals
  • Self Service Check-in capabilities to allow your customers to check themselves into your office
  • Use with any Professional Tax Preparation Software on market
  • Save yourself the worry about backing up files. All client data is stored and backed up daily behind a fully protected SSL data encryption system.
  • Perfect system for remote tax preparation operations that need to keep all customer data secure and in one location
Also included:
  • Track and create task assignments, notes, and customer support tickets
  • Fully Web Based Platform and access it anywhere even from Mobile Phone
  • Employees can access their appointments, tasks, messages from clients, and much more
  • See full work-flow operations with custom stages to track a clients file as they move through different people in your office
  • Complete paperless capabilities to never have to print or make copies of tax data