Send Text Messages
Stay in contact with clients even when you are out of the office, create happy birthday texts, and ask for referrals! The platform provides you the ability to send individual messages and keep up with customer expectations and provide them with complete flexibility. Giving your customers the option to text anyone in your office via the mobile app, allows them to get the answers they need fast.
Custom Mobile App
Share your personalized mobile app with your clients and wow them with the sophistication and convenience of your new mobile app. Your client will input their basic information, upload their documents to the app, and watch all the information pull directly into the software. Use the documents provided to prepare the return and kept securely stored within the software. When you complete the return, you can send your client a request to sign all of their documents with one signature. When the taxpayer has signed their documents you will be notified immediately so you can E- file the return and the rest is history!
Software Language Options
Bank product back office that is smart, powerful, and easy to use. Take the hassle out of collecting tax preparation fees and let one of our profound banking partners assist with taking your fees out of the refund, making tax season a breeze.
Build trust with your customers by offering additional services such as identity theft protection and audit protection. Stay competitive with tax return advances whenever you file a return using bank products. We provide the marketing tools to help you build improved customer relationships and service with your client's tax needs year after year.
AWARD WINNING TECHNOLOGY
All-inclusive software with unlimited Federal and State e-file solutions
FLEXIBLE AND EASY TO USE
Customizable software features for both beginner and expert use
100% US-based Tech Support and Customer Service