Automate the Process
You can do more returns in less time
We provide you with a single link to send to your clients to answer all the questions to make their tax prep easy. Simple solution which is mobile and desktop friendly. Your system is also cloud based making it easy for you to access.
Customize as you wish...
We provide you with a template of the questions you need answered by your clients. This template is easily customized to allow you to add/delete questions, structure the flow of questioning, or anything you'd like.
Secure Upload Portal
Your client is provided with a checklist of documents that is generated off the answers they provide which can be customized any way you wish. Your client is provided with a secure link to upload all their documents to your secure portal. You are provided with an easy to read summary of the clients answers, along with the document checklist and a secure Document Center that stores all your client documents.