Creating Innovative Professional Tax Software of the Future

       ...with Pricing from the Past

 

 

Why Choose Us?

The Future of Tax Preparation is Here

 

Requiring no networking or downloads, our software works directly from a browser, ensuring that your program is always current despite any updates to platforms or devices. MyTAXPrepOffice is easy to use, saving you time during your busy tax season. Our Real-Time Dashboard and new Client Portal are just a FEW of the things that make our program the most user-friendly in the industry.

 

NEW! Introducing Our Client Portal

 

MyTAXPrepOffice puts you in control of your business. Our new Client Portal allows you to securely exchange documents with your clients and collect signatures remotely making two-way communication between you and your clients quick and easy.

 

Our new Client Portal saves you time during your busy tax season!

 

• Eliminates printing and mailing of engagement letters and tax organizers

• Provides a quick and secure location for the exchange of client information

• Supplies multiple alert options to notify your clients of the status of their returns

• Gives clients 24/7 access to view their documents

• Collects client signatures remotely saving you valuable time

 

 

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.

 

Our software runs on a browser, so 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 your internet connection is lost and will automatically sync with your software once your 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,"  says Hugo Gonzalez of Apex Tax Prep Services in California. "We have many excited clients signing their returns on our phones.”

 

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. Simply type in your customer’s SSN and their return information appears including 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. MyTAXPrepOffice has the LOWEST BANK PRODUCT FEES in the industry. With us, you pay $15 transmission fee per return, and unlike other companies, there are NO other hidden fees. Choose from our four financial partners (TPG, Navigator, Refund Advantage, and EPS) and complete applications directly in the software. 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 

 

MyTAXPrepOffice is an all-inclusive software that provides everything you need to print and e-file unlimited returns at no additional cost to you. There are no hidden fees, and you do not have to file a minimum number of returns to receive this service. 

*Note: See special plans for tax preparers in CT, IL, NY and ME.