Creating Innovative Professional Tax Software of the Future

       ...with Pricing from the Past

 

 

Why Choose Us?

Technology of the Future 

 

Requiring no downloads or networking, our software works directly from a browser, ensuring that your program works despite any updates to platforms or devices. Our security meets all recommendations from the IRS and the Payment Card Industry and our security measures are regularly tested and approved by qualified auditing companies.

 

Make Your Office Completely Mobile

 

We have implemented multiple mobility features that can help you establish a new mobile work strategy. Our cloud-based technology allows you to work from anywhere, at anytime, on any device including PC, Mac, tablet and phone. Work on returns, e-file, and answer client questions at the office, on the go, or at home.

 

Because our software runs on a browser, your information and hard work stays synced on all of your logged in devices, no matter where you choose to work. Our Offline Mode feature allows you to work using real-time calculations, even if you do not have access to the internet and will automatically sync with your software once internet is restored.

 

The MyTAXPrepOffice FREE Signature Pad App allows you to use your Android or Apple mobile device to capture signatures to the cloud and make them available for use in the tax application. "Our customers loved the signature pad app on our phones,"  said Hugo Gonzalez of Apex Tax Prep Services in California. "We have many excited clients signing their returns on our phones.”

 

 

Multiple Office Management

 

Our software was designed with your business in mind, no matter how big or small. We understand that when you become a partner with us, we are a crucial part of the success of your business. Whether you have one office or ten, our software allows you to see what's going on in all locations by offering customizeable reports categorized by location, tax preparer, real-time preparation and more.

 

Top Product Features

Real-Time Dashboard 

 

Our dashboard highlights performance indicators that are critical to you from one central location. Access real-time status of your clients’ Federal and State Returns, check status of bank applications, and see what appointments and meetings you have scheduled all in one quick glance. Our News Widget is updated with breaking need-to-know information regarding our software and the tax industry.

 

Quick Return Summary 

 

Located on your Real-Time Dashboard, the Quick Return Summary provides the demographic information of the return. All you do is type in the customer’s SSN and their return information appears. This information includes name, address, return type, and e-file status. 

 

Integrated Bank Products 

Bank products can be a valuable resource for your business and your clients. They are a quick and easy way to add revenue to your tax season. All of our bank products are integrated into the MyTAXPrepOffice program, so that you do not have to re-enter your clients’ details. All information flows from the return into the bank product. Learn more >

 

Forms OR Interview Mode 

 

 

Our program supports both form and interview modes. The integrated interview mode is a quick data entry process that can streamline your business’ work flow without specialized training of your office staff. You are able to e-file within both form and interview modes, as well as have built in color-coded “checks” to make sure all the right questions have been asked and answered to keep your business compliant.

 

FREE Unlimited Federal and State E-filing 

 

With MyTAXPrepOffice there is no pay per return. We have an all-inclusive software that provides everything you need to print and e-file unlimited returns at no additonal cost to you. There are no hidden fees, and you do not have to file a mimimum number of returns to receive this service. Helping our customer’s succeed is our number one priority.