Electronic Signature Pad
Capture all required signatures with one stroke of a pen. Never miss a signature again. If you’re the preparer, you sign once and it lasts all season long. Your clients will love it and so will you.
Scan & Store Documents
Reduce costs and move towards a paperless office! Scan and store all your clients’ documents directly in the tax return. Give yourself and your clients peace-of-mind knowing their documents are backed-up, secure, and easy to access.
Point & Shoot Error Correction
Built-in compliance and accuracy checks take you directly to errors and incomplete items in the tax return.
Communicate with your clients via text message integrated directly in the software. With just two clicks, you can notify your clients that their check is ready!
Mobile Taxpayer Solution
With our taxpayer mobile solution, your clients can start a return and upload source documentation that flows directly to the software for return completion.
Remote Signature Capture
Utilize Remote Signature to request and receive a signature from your client for required tax forms.
