SECURE ACCESS TO YOUR CLOUD-BASED TAX SOFTWARE
Prepare, review, and file tax returns seamlessly, anywhere, anytime.
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Here's what you get:
Unlimited 1040 E-filing
Comprehensive Bank Product Solutions
TaxesToGo® Mobile App
Desktop Corporate Tax Software
Cloud-Based Tax Software
All States Included
Unlimited Top-Rated Support
Refund Estimator Tool
Multiple User Access
Web Bank Integration
Cloud-Based Reporting
Client Retention Database
Paperless Office
Secure Client Portal
Digital Signature Compatible
Available in Spanish
Marketing Materials
Offer advances up to $6,000 to your clients upon bank approval.
BONUSES:
Continuing Education Courses - As an authorized CE provider through the IRS, we provide the credits you need to become or maintain your tax preparer AFSP designation
In-Season Tax Return Preparation Assistance
In-Season and Post-Season Software Technical Support
Client intake and due diligence compliance
iTax Institute Instructor or Coach will review accuracy of tax return prior to transmission to IRS upon request
Standard Operating Procedures
Access to Private Telegram Group
Guest Speakers & Additional Streams of Income
Automations and Client E-mail Campaign
Steps to build business credit
End of season business analysis
