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

Create a Tax Office

Create a New Record

Send and Receive SMS

Full Webinar Walkthrough (42min)