INTEGRATED FEATURES TO HELP YOU WORK FAST
COLOR CODED E-FILE STATUS
Throughout the entire electronic filing process, you get real-time status of your returns. A variety of intuitive filters make searching for the information you need, quick and efficient.
BATCH E-FILE EXTENSIONS
Our program is able to compare your current year clients with your prior year clients to build a database of the tax payers you haven’t yet worked with in the current year. With this database you can send form 4868 extensions for all of these clients at once!
Save time and eliminate the need to scan signature documents! Compatible with e-signature solutions available from third-party providers as well as complete integration with the Topaz Signature pads, you are ready to digitally sign PDFs.
Taxware provides integration with EPS, Refund Advantage and TPG-Tax Products Group to give our clients a variety of options in both product and services to grow their business. Taxware does not charge any hidden fees that are typical in the industry including Technology/Document Fees etc.
Not only can you preview any form or schedule, but now all the forms or schedules will update and instantly calculate as you navigate through the tax return. Share this screen with your clients or view it yourself on a second monitor so you know exactly how the return is developing in real time.
Taxware has united with Textellent, creating a seamless integration with their marketing and calendaring products to give you the ability to text your clients and automate the scheduling of appointments.