Features

Our 1040 and Business packages are loaded with built-in and optional features to make you more efficient, keep you compliant, maintain control over your business and help you do more returns, faster.  GO PAPERLESS with easy to use technology built right into the software.  Save money, time, and build your business. Our tools & technology can get you there automatically.  Every software package includes the following:

Unique Management DashboardView your single tax office or multi-office business operation from a single location. See return volume, revenue, reports and MORE.  Enjoy 100% control, and even enable or disable offices at a click  Learn More…
Permissions Based AdministrationSet up of permissions by log-in based on role or responsibility
Modernized e-FileTransmits to the IRS via MEF.  No-hold on returns
Automatic Software Updates Zero-downtime!
Work-In-Progress Screen View status of the overall operation on a single landing page: Tax return totals, IRS acknowledgements, rejects, bank product check print, software updates, reports & more
TextLink PlusText Clients directly from the software, individually or in groups, year round.  This feature allows replies to your messages from recipients, as well as no limitations on message quantity or frequency  Learn More…
Forms-based Input Select forms as you need them. Provides a convenient search tool to locate forms in 3 ways (and stores commonly used forms):  Form name, form number, or “description” of the form (i.e. type in “Farm” via the index, Schedule F for Farm Income and Expenses will appear!)
Immediate Error Correction After diagnostics/verification, Point-and-Shoot Error Correction™ takes you to the error immediately to correct and continue processing a return

 

“I love the texting feature in the software, it’s the fastest, NO COST way to market and communicate – I was very excited about using it…”  – H.L. North Miami, FL

Built-in Tools

Scan & Store is standard in each software package! Each return is it’s own document archive. Eliminates folders on your desktop and searching for Client docs.  Perfect for unexpected audits, stay compliant and organized. Search Client name or SSN to pull up the tax return and associated docs…Read More…

Using an Electronic Signature Pad is optional and ensures you don’t miss a Client or preparer signature, save time, GO PAPERLESS! Saves up to 15 minutes per return when used in combination with a 2D Barcode scanner…Read More…

Integrated 2D Barcode Scanner uploads documents directly to the return, OR start a new return with this convenient hand held tool. Minimized mistakes, get more done faster with this optional tool…Read More…


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