A New Generation of Software Has Arrived
2019 MyTAXPrepOffice is packed with new features.
Striving to be the best means that each year we collect feedback from our 10,000+ active users and develop new productivity tools to meet your needs. Along with over 200+ technology improvements and process optimizations found in the 2019 releases, we have introduced several new features aimed at making tax preparation fast, accurate, and easy.
INTRODUCING INSTANT FORM VIEW
A revolutionary new way to preview a tax return! Open the tax return in Instant Form View to see the actual form populating in real-time with the data you enter. Instant Form View can be opened on a second screen on your desktop or on any mobile device allowing you or your clients to preview work as it’s happening. A great new addition to your mobile office.
THE FIRST FULLY CUSTOMIZABLE DASHBOARD
Introducing the first totally configurable Dashboard you can customize to flow effortlessly with your personal preferences and work habits. Hide widgets you don’t want to see, select each widget’s location, customize the layout, and change colors to highlight your favorites. The configurations and possibilities are endless!
NEW EASIER NAVIGATION MENU
Look for a new menu on the left hand side of the Dashboard offering quick links and easy access to all the functions you need to set up your office, set your preferences, complete bank enrollment, use the client portal, print reports, and finish a tax return in record time.
INFORMATIVE LOGIN SCREEN
Our all new login screen gives you tips, alerts, and tax news at a glance before logging in. It’s a quick and convenient way to get all the important tax information you need to be prepared for your day.
Simple but powerful tools you’ve come to know and love
All the user-friendly tools you’ve come to expect from MyTAXPrepOffice are still available with affordable plan pricing and low fees to save your business money.
INTEGRATED BANK PRODUCTS
Fill out your bank application on the Dashboard and the information flows right into the return.
Use our easy-to-follow conversion screens to quickly convert client returns from your old tax program.
Securely exchange documents with your clients for quick and easy two-way communication. Branded with your logo for a professional look.
FREE SIGNATURE PAD APP
Capture your client’s signature in the cloud on your Apple or Android mobile device and access the signature in MyTAXPrepOffice.
Generate a simple invoice for clients who do not need an itemized list of charges. Save time by making your billing process quick and easy.
Send quick, one-way text messages to your clients directly from the return workspace to request forms, information, or get questions answered.
FAST PRINT PREVIEW
With no PDF download required, quickly see a print preview of how your return will print right in your browser. Great for client review of returns in the office.
VITAL TIME SAVING TOOLS
Carry forward price lists, print packets, and preparer notes from previous years and sort and filter your return list to save time.
MAKE YOUR OFFICE COMPLETELY MOBILE
Our software runs on a browser, so your work stays synced on all of your logged in devices. Our offline mode allows you to work using real-time calculations, even if your internet connection is lost and will automatically sync with your software once internet is restored.
EXPERT SUPPORT IS AT YOUR FINGERTIPS
With short hold times, online training resources, and help topics intelligently integrated into the software, our clients get the tax software help they need, when they need it.
• 24/7 live chat during tax season
• Email and phone support
• Spanish support available
• Customized onboarding session
• Live webinar training
• Training videos built into the return workspace
• Extensive library of training videos available
• Tax research