Save Money With Our Paperless Office Solution
Software is complete with a remote signature feature
Easy access to client documents from within the tax return.
Reduce expenses on paper, toner, and filing.
Documents signed via Signature Pad or Remote Signature stored automatically.
Store scanned documents from the handheld scanner, mobile app imports, or imports from existing scan folders.
Industry-Leading Tools & Features
Handheld Scanner
- Quickly scan and store taxpayer source documents
- Capture and save valid forms of taxpayer identifications
- Prepare more returns by reducing tax preparation time
Electronic Signature Pads
- Meets governments disclosure requirements
- A digital signature is securely bound to all signature documents
- Save money by reducing the amount of ink, paper and document storage space
Text Link Capabilities
- Create, customize, and track communication with your clients
- Send text messages to client’s cell phones directly from your tax software
- Notify taxpayers individually or as agroup when their checks are ready
Handheld Scanner
- Quickly scan and store taxpayer source documents
- Capture and save valid forms of taxpayer identifications
- Prepare more returns by reducing tax preparation time
Electronic Signature Pads
- Meets governments disclosure requirements
- A digital signature is securely bound to all signature documents
- Save money by reducing the amount of ink, paper and document storage space
Text Link Capabilities
- Create, customize, and track communication with your clients
- Send text messages to client’s cell phones directly from your tax software
- Notify taxpayers individually or as agroup when their checks are ready
Consultations
Active Clients
Written Articles
Cups of Coffee
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