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Feature Spotlight
Posts that highlight the software, bank product and support features available to tax offices in your network.
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Feature Spotlight
Unlimited E-Filing
Feature: Unlimited E-Filing
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Busy season shouldn't come with a meter running. Our package is built so you can file the returns your office can handle. Ask us how per-return costs work before you choose your software.
Thinking about opening your own tax office? Send us a message.
#TaxSoftware #EFiling #TaxBusiness #TaxPreparer
Thinking about opening your own tax office? Send us a message.
#TaxSoftware #EFiling #TaxBusiness #TaxPreparer
Feature Spotlight
Every State
Feature: All-State Filing
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Clients move, work remotely and earn income across state lines. With all-state filing you can keep those clients instead of sending them somewhere else.
Want to see how it works? Reach out to us.
#StateReturns #TaxSoftware #TaxPreparer #TaxBusiness
Want to see how it works? Reach out to us.
#StateReturns #TaxSoftware #TaxPreparer #TaxBusiness
Feature Spotlight
Work From Anywhere
Feature: Cloud-Based Access
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Your office doesn't have to be tied to one desk. Cloud-based software lets you prepare returns wherever you work, and updates are handled for you.
Curious what running a tax office from anywhere looks like? Message us.
#CloudSoftware #WorkFromAnywhere #TaxBusiness #TaxPreparer
Curious what running a tax office from anywhere looks like? Message us.
#CloudSoftware #WorkFromAnywhere #TaxBusiness #TaxPreparer
Feature Spotlight
Productos bancarios
Feature: Integrated Bank Products
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Many clients want to pay prep fees from their refund. Integrated bank products let you offer that inside the same workflow you already use.
Ask us how bank products work with our software.
#BankProducts #RefundTransfer #TaxSoftware #TaxBusiness
Ask us how bank products work with our software.
#BankProducts #RefundTransfer #TaxSoftware #TaxBusiness
Feature Spotlight
Grow Your Team
Feature: Multi-Preparer Offices
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Starting solo today doesn't mean staying solo. Add preparers, set permissions and review work before it's transmitted as your office grows.
Planning to build a team? Let's talk.
#GrowYourTeam #TaxOffice #TaxSoftware #TaxBusiness
Planning to build a team? Let's talk.
#GrowYourTeam #TaxOffice #TaxSoftware #TaxBusiness
Feature Spotlight
Sign From Anywhere
Feature: E-Signatures
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Your clients are busy too. E-signatures let them review and sign from their phones, which means fewer trips to your office and faster filing.
Want to offer e-signatures in your office? Send us a message.
#ESignatures #TaxSoftware #ClientExperience #TaxPreparer
Want to offer e-signatures in your office? Send us a message.
#ESignatures #TaxSoftware #ClientExperience #TaxPreparer
Feature Spotlight
Business Returns
Feature: Business Return Support
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Individual returns fill your season. Business returns can fill your year. Prepare business and payroll returns right alongside your 1040s.
Ready to serve business clients too? Reach out.
#BusinessReturns #TaxSoftware #YearRoundIncome #TaxBusiness
Ready to serve business clients too? Reach out.
#BusinessReturns #TaxSoftware #YearRoundIncome #TaxBusiness
Feature Spotlight
Track Refunds
Feature: Refund Status Tracking
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The number one question in tax season: where's my refund? Refund status tracking lets you answer before your clients even have to call.
Ask us how refund tracking works.
#RefundStatus #TaxSoftware #ClientService #TaxPreparer
Ask us how refund tracking works.
#RefundStatus #TaxSoftware #ClientService #TaxPreparer
Feature Spotlight
Set Up With Help
Feature: Guided Setup
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Nobody should have to figure out software setup alone. We walk you through setup, bank product enrollment and your first practice returns.
Thinking about getting started? Send us a message.
#GuidedSetup #TaxBusiness #TaxSoftware #StartYourBusiness
Thinking about getting started? Send us a message.
#GuidedSetup #TaxBusiness #TaxSoftware #StartYourBusiness
Feature Spotlight
Keep Learning
Feature: Software Tutorials
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Learning doesn't stop after setup. How-to videos and guides let you learn the software at your own pace, on your own schedule.
Want to see what's included? Reach out to us.
#TaxSoftware #KeepLearning #TaxPreparer #TaxBusiness
Want to see what's included? Reach out to us.
#TaxSoftware #KeepLearning #TaxPreparer #TaxBusiness
Feature Spotlight
Real Support
Feature: Real-Human Support
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When it's February and something isn't working, you want a real person who understands tax software. Ask us about our support and support hours.
Questions about getting started? Message us.
#RealSupport #TaxSoftware #TaxSeason #TaxBusiness
Questions about getting started? Message us.
#RealSupport #TaxSoftware #TaxSeason #TaxBusiness
Feature Spotlight
Your Brand
Feature: Your Brand, Your Business
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This is your business. It runs under your name, with your pricing and your clients. Every return you file builds your brand.
Ready to build something that's yours? Let's talk.
#YourBrand #TaxBusiness #Entrepreneur #TaxPreparer
Ready to build something that's yours? Let's talk.
#YourBrand #TaxBusiness #Entrepreneur #TaxPreparer
Feature Spotlight
Catch Errors
Feature: Built-In Diagnostics
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Rejected returns cost time and client trust. Built-in diagnostics flag missing forms and common errors before you transmit.
Want to see how the software helps protect your accuracy? Ask us.
#Diagnostics #TaxSoftware #Accuracy #TaxPreparer
Want to see how the software helps protect your accuracy? Ask us.
#Diagnostics #TaxSoftware #Accuracy #TaxPreparer
Feature Spotlight
Prior Years
Feature: Prior-Year Returns
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Some of your best new clients are the ones who fell behind. Prepare and amend prior-year returns to help them catch up.
Ask us which prior years are supported.
#PriorYearReturns #TaxSoftware #TaxPreparer #TaxBusiness
Ask us which prior years are supported.
#PriorYearReturns #TaxSoftware #TaxPreparer #TaxBusiness
Feature Spotlight
Smart Schedules
Feature: Depreciation Tools
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Rental property and business returns don't have to mean hand-built depreciation schedules. Automated tools handle the heavy lifting year after year.
Want to take on more complex returns? Reach out.
#Depreciation #RentalProperty #TaxSoftware #TaxPreparer
Want to take on more complex returns? Reach out.
#Depreciation #RentalProperty #TaxSoftware #TaxPreparer
Feature Spotlight
Know Your Numbers
Feature: Office Reports
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Running a tax office means making decisions with real numbers. Office reports show returns filed, revenue by preparer and more.
Ask us what reporting looks like in our software.
#OfficeReports #TaxBusiness #TaxSoftware #SmallBusiness
Ask us what reporting looks like in our software.
#OfficeReports #TaxBusiness #TaxSoftware #SmallBusiness
Feature Spotlight
Hablamos Español
Feature: Spanish-Language Tools
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Hablamos español. Spanish-language client documents help your office serve Spanish-speaking taxpayers with confidence.
Want to serve more of your community? Send us a message.
#HablamosEspanol #TaxSoftware #TaxPreparer #Community
Want to serve more of your community? Send us a message.
#HablamosEspanol #TaxSoftware #TaxPreparer #Community
Feature Spotlight
Switch Smoothly
Feature: Data Conversion
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Switching software shouldn't mean starting over. Ask us how client data from your current platform can be converted so returning clients see continuity.
Thinking about switching? Let's talk.
#DataConversion #TaxSoftware #SwitchSoftware #TaxBusiness
Thinking about switching? Let's talk.
#DataConversion #TaxSoftware #SwitchSoftware #TaxBusiness
Feature Spotlight
Notice Help
Feature: IRS Notice Resources
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An IRS letter can make any client nervous. Notice-response guides and checklists help your office respond calmly and professionally.
Ask us what resources come with our package.
#IRSNotice #TaxPreparer #ClientService #TaxBusiness
Ask us what resources come with our package.
#IRSNotice #TaxPreparer #ClientService #TaxBusiness
Feature Spotlight
Marketing Help
Feature: Marketing Templates
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Preparing returns is only half the job. Getting clients in the door is the other half. Marketing templates and seasonal campaign ideas help with both.
Want help marketing your tax office? Reach out.
#MarketingTemplates #TaxBusiness #SocialMedia #TaxPreparer
Want help marketing your tax office? Reach out.
#MarketingTemplates #TaxBusiness #SocialMedia #TaxPreparer
Feature Spotlight
Flexible Fees
Feature: Flexible Fee Collection
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Collecting fees can be the most awkward part of the appointment. Collect fees directly or from the client's refund through bank products.
Ask us how flexible fee collection works.
#FeeCollection #BankProducts #TaxBusiness #TaxPreparer
Ask us how flexible fee collection works.
#FeeCollection #BankProducts #TaxBusiness #TaxPreparer
Feature Spotlight
Always Current
Feature: Automatic Tax Law Updates
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Tax law changes every year. Form updates and calculation changes are built into the software, so your office opens each season current.
Want to stay current without the stress? Message us.
#TaxLawUpdates #TaxSoftware #TaxPreparer #TaxSeason
Want to stay current without the stress? Message us.
#TaxLawUpdates #TaxSoftware #TaxPreparer #TaxSeason
Feature Spotlight
Print Checks
Feature: In-Office Check Printing
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Not every client has a bank account. In-office check printing lets you serve clients who need or prefer a paper check.
Ask us how check printing works.
#CheckPrinting #BankProducts #TaxBusiness #ClientService
Ask us how check printing works.
#CheckPrinting #BankProducts #TaxBusiness #ClientService
Feature Spotlight
Secure Storage
Feature: Secure Document Storage
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Client documents deserve serious protection. Secure storage keeps files encrypted and organized by year, so you can find what you need fast.
Questions about data security? Reach out to us.
#DataSecurity #TaxSoftware #TaxPreparer #TaxBusiness
Questions about data security? Reach out to us.
#DataSecurity #TaxSoftware #TaxPreparer #TaxBusiness
Feature Spotlight
One Partner
Feature: Everything in One Place
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Software from one company, bank products from another and support from a third gets complicated fast. Work with one partner instead.
Want to simplify your tax business? Let's talk.
#OnePartner #TaxSoftware #BankProducts #TaxBusiness
Want to simplify your tax business? Let's talk.
#OnePartner #TaxSoftware #BankProducts #TaxBusiness
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