Document management

The only integrated tax advisory tool where you can access a library of tax strategies to build custom tax plans in minutes, not hours.

Work-from-anywhere capabilities mirror your desktop setup for a seamless integrated workflow. Plus, attract top talent with remote access.

Digital signing solution where you can manage signatures right within your tax software, and clients can sign whenever and wherever they want.

Peace-of-mind notice and audit assistance from a team of expert EA and CPA case resolution specialists, and identity theft restoration services.

A convenient refund transfer payment option so your clients don't pay upfront costs, and you get paid faster for your tax services.

Instill confidence in your firm's professional capabilities with premium tax return folders and envelopes.

Quickly generate 1099 and W-2 forms directly from ProSeries or Lacerte.

Quickly and reliably import data into your return with just a few clicks.

Easily request client information and send client data through a secure online portal.

Streamline your proposals and automate the sales process from first contact to money in the bank.

Provide compliance services by estimating taxable income and using tax liability to avoid underpayment penalties and surprises. Choose from 4 tax plan strategies to enhance your offerings.

Get the information you need to prepare virtually any client return quickly with data transfer capabilities and reduce risk of errors.

Depreciation software that helps you easily track assets and calculate your clients' depreciation automatically

Enable everyone in your practice to share and synchronize client files from one common location.

Give your clients the option to pay your tax prep fees from their refund.