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

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

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

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!

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.

Reports - 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!