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Document Manager

Reduce or eliminate paper trail by scanning and uploading essential client documents.

  • Create an electronic file for your clients.
  • Upload important documents such as W-2s, 1099s, and receipts directly into a client’s electronic file.
  • Immediate access to your client’s information for a more effective and efficient filing option.

Taxpayer Portal

The taxpayer portal is a secure, user-friendly site that allows your client to stay connected without visiting the tax office!

  • The taxpayer can view/print tax forms.
  • Remotely sign tax forms.
  • Upload tax related documents such as W2s, drivers license, social security cards, and much more!
  • Send messages to the preparer and preparer can respond, in real time!


e-Signature is an easy and efficient way for taxpayers to sign tax forms.

  • No sign pad required.
  • Remote signature option supported.
  • Apply taxpayer signature to all tax related signature forms including bank documents.

K-1 Import

Simply and quickly import K-1 information to the individual tax return!

  • This saves valuable time when completing the tax return.
  • Efficient and accurate; reduces manual data entry errors.

Quick Estimator

This is a great tool that can be used to give a quick estimate to the taxpayer with the ability to start the tax return from the data entered!

  • Great tool to use in person or remotely to gain confidence with your client!
  • Save the quick estimate for later or start the tax return from the information entered in the estimator.

Client Organizer

The client organizer will help better serve your clients by providing them a simple question/answer worksheet that will prepare them for their scheduled appointment. Prior year tax information is pulled forward for existing clients.

Client Manager

Complete access manager to quickly and easily locate all taxpayer information saving you valuable time. Select the search criteria to customize the available information.

  • Personal details
  • Return details
  • Payment details
  • History details
  • Preparer notes
  • Return status
  • Schedule appointments
  • Letters
  • Export to excel

Multi User Manager

Ability to add additional users to your office with tools to help customize and optimize your business.

  • Each user has a unique account name and password.
  • Set privileges specific to each user; such as e-file, bank, check printing, and reports.
  • Disable account access at anytime.
  • Enable an IP address feature for security you control.


Run your office more effectively by generating valuable reports throughout the tax season. With over 50 standard reports to choose from, you can customize them specifically to meet your needs!

  • Status and tracking
  • Revenue
  • Yearly growth comparison
  • Income
  • E-file
  • Bank