Tax Solution Suite

Our Tax Solution Suite provides powerful and easy-to-use tax preparation tools, with a white label customer relationship management (CRM) feature. It is designed to help tax preparers efficiently manage client data and streamline their workflows. With the CRM, you'll have access to powerful features such as automated data entry, customizable reminders, and more. Make sure your tax preparation business is running smoothly with this software combo.

Software

• Unlimited 1040 Program
• Comprehensive Bank Product Solutions
• Free Unlimited E-filing
• All States Included
• Unlimited Top-Rated Support
• Refund Estimator Tool
• Multiple User Access
• Client Retention Database
• Client Portal
• Digital Signature Compatible
   

CRM 

• AI Assistant
• Whitelabel CRM + Customizable Workflow
• Automated Messaging to Clients
• Automatic Status Updates & Notifications
• Easy Document Management
• Calendar & Bank Integrations
• Customer Success Manager Assigned to Your Account

Mentorship