fall in love with our features

Visibility and Control

One of the advantages of our web based platform is real time access, control and visibility of everything happening within your company.

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Review Workflow

Make sure returns meet your standard before they ever go to the IRS. Preparers mark returns ready for review, You review and Approve or Fail the returns. The software will notify the preparer when their returns are Approved or Failed.

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Bilingual Support

With a click of a button, the software will convert from English to Spanish. If you need Spanish speaking technical support, just ask and you shall receive! Our team is awesome, you will be impressed.

Branded Phone App

Provide your clients the convenience of doing their taxes through your branded phone app. It’s easy… Just download the app and Snap, Send and Sign. It’s easy!

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Paperless Office

Paper is expensive, heavy and a pain to manage. With us, going paperless has never been easier with our built-in documents management system. Scan, Sign and send without printing a single thing!

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No Software Installation

Desktop Software is like putting handcuffs on your business. Our platform works on any device with an internet browser. If you own a Mac, Android Tablet, iPhone, ChromeBook or a Windows Desktop, as long as it connects to the internet, it will work!