Creating Innovative Professional Tax Software of the Future

       ...with Pricing from the Past

 

 

Important Product Features 

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Free Unlimited Federal and State E-filing

(no pay per return) 

MyTAXPrepOffice™ is the perfect partner for any size business. We provide all inclusive software that delivers everything you need to print and e-file unlimited federal and state returns. 

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Proven Technology and Robust Security 

MyTAXPrepOffice™ offers the same proven cloud-based technology and robust security employed by industry giants such as PayPal®, Quickbooks® and Intuit® Online, Salesforce®, Verizon®, Amazon® and Microsoft® ...just to name a few. No installations or upgrades necessary. You can access the software through your browser from your desktop, tablet, laptop or smart phone, as long as you have access to the Internet. Work on the go, then auto-sync across all your devices with ease. We take security seriously, that’s why you will feel at ease with the tangible security advantages only MyTAXPrepOffice™ can offer. Access your returns up to seven years and store them on your hard drive for extra protection.

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Flexibility 

MyTAXPrepOffice™ delivers amazing flexibility for your business. You can access the software through your browser from your desktop, laptop, tablet or smartphone. Mac or PC? Don’t worry, it works efficiently across both platforms. You can relax knowing you will always have your work right at your fingertips.  

Performance at a Glance with Real-Time Dashboard 

Instantly monitor your business with our Real-Time Dashboard feature. It highlights those performance indicators that are critical to you in real time from one central location. With a single click, it offers you a bird's-eye view of your business and best of all, it updates automatically.  

  •  Access real time status of both Federal and State returns.
  • Check the status of bank applications and know whether they have been   accepted, transmitted or rejected.
  • Includes an appointment schedule/calendar built directly into the program.
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Multiple Office Management 

MyTAXPrepOffice™ was designed with your business in mind, no matter how small or large. We understand that when you partner with us, we are a crucial part of the success of your business. As your business grows, we will continue to provide you with business solutions that work. Our multiple office management tool enables you to grow your business quickly and efficiently. 
  • Simple office set-up 
  • Customizable reports by location and individual tax preparer
  • Secure SSL Login
  • Full visibility of remote offices
  • Real time centralized reporting for all offices
  • Permission based administration of tax offices
 
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Integrated Bank Products 

Bank products can be an invaluable resource for you and your client. Our offerings assist you in getting your client their refund as fast as possible, while not breaking the bank. Your clients can choose to pay for preparation fees from their refund. Instead of waiting for a payment to file, you can instantly file the return and collect your fee up front via a tax related bank product. There are several product options available from our list of banking partners. Select the bank that best fits your business needs and goals. 

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Fast Data Entry 

MyTAXPrepOffice™ was designed with efficiency in mind. You can quickly enter data into your tax return, navigate necessary forms and process returns. Data flows automatically from the federal return to the state return with the ability to override entries,if necessary. 

Quick Return Summary 

The Quick Return Summary feature in MyTAXPrepOffice™ provides the demographic info of the return - including income, credit, tax and refund.  
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New Product Features

Best New Feature

INTERVIEW MODE 

MyTAXPrepOffice™ now introduces an Integrated Interview Mode which will increase the overall efficiency of your office. This single user interface is a quick data entry process that increases work flow without specialized training for your office staff. 

 

  • Alternate Data Entry Mode that allows the user to input many simple forms and even start complex forms, greatly improving work flow.
  • Quick and Efficient - This quick way to input basic information such as dependents and W-2s saves a lot of time and    improves the overall process.
  • Minimal Learning Curve - Allows office staff to help prepare tax returns without being a credentialed tax preparer.
  • Great Reminder that ensures you ask all the right questions to keep your office compliant.
  • E-file within Interview Mode when client is set to receive a refund.