1. This software is online, so you had no need, whatsoever, to install anything on your computer. Therefore, there is absolutely no need to worry about computer crashes.
- What if you’re not at the office? This is not a problem, as your software and your clients’ tax returns, can be accessed anywhere, anytime, from any computer of your choice.
- If your computer crashes for one reason or the other, there is still no need for worry – the software has not been lost and neither has your client’s tax returns – these vital pieces of information are stored in the cloud. All you have do is to grab another computer and login seamlessly to your software – your software, and all your returns are safe.
- Getting started and logged-in takes just a few minutes. There is zero need for the installation of any additional.
- Identity theft is significantly reduced if you chose to leave your clients’ returns stored online instead of saving them directly to your personal computer.
2. There is the enhanced ability to speedily set up new preparers with logins and access to the software as fast as you want it.
- You don’t need to install anything on their computer, you can set them up with a username in seconds, and they can access the software instantly. Rapidly grow your business by adding employees with ease as the tax season progresses.
- You have access to view their returns – you can see what your clients are up to. You also get control over what gets submitted to the IRS. You get to manage the type of user account that your client has – double-check the client’s returns before finally submitting them.
- They can work remotely from anywhere – no one is tethered to a network or office location.
3. Paperless is free and effortless.
- Client’s returns can be converted to PDF format, which can be electronically signed using Adobe Acrobat DC Pro, thereby maintaining a paperless environment.
4. The software is always up-to-date.
- With the other available software out there, there is usually a need to update them, but with our software, there is no need to install any updates whatsoever.
5. Seamlessly move all of your clients’ tax return data into this new software.
- If you made use of this software in 2018, either with another provider or the corporate office, all of your clients’ information can be carried forward into the new software automatically.
- If you did not use this software last year, we have a Conversion Utility that can be easily employed to convert your clients’ information from last years’ software into this new software.
With free legacy tax software conversion, unlimited e-filing, Conversion Utility, flexible interview-or-forms formats, automatic error-checking, identity protection and security, cloud storage, and multi-state support, this industry-leading software is obviously the clear choice for your tax preparation firm.
Some extra key features include:
- Ability to easily toggle between tax form mode and interview mode; whichever mode is most comfortable for you.
- Ability to create automated default template entries – pre-populate fields that you frequently fill-in with the same information (for example, your PTIN, your prices, your EFIN, etc.) in advance, so that they get automatically populated each time you start a new return. This helps to saves time.
- Unrestricted access to many previous tax years – This way, you get to do back-taxes for your clients, absolutely free, and from any personal computer available.
- Automatic real-time error-checking – required fields are already designated, so that missing fields and possible errors are highlighted in real-time.
- Ability to convert the previous year’s returns from the old software into the new software for the upcoming year.
- Access to a searchable knowledge base to find reject codes and troubleshoot issues promptly.
- Ability to add tax forms by searching for the IRS form number or using keywords instead.
- Tax return estimate in real time – to enable your clients to know how much they’re getting back as you work on their return.
- Unlimited e-files.
- All states included.