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.
BANK PRODUCT INTEGRATION
Taxware provides integration with 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.
WE MAKE IT EASY
We anticipate what you might experience in your first tax season, so you will be prepared for what comes next. Our team is dedicated to your success from day one.
DEDICATED ON-BOADING SPECIALIST
We want the transition for you to be as smooth as possible. From software training to data conversion one of our on-boarding specialists will be there to help.
PRIOR YEAR SOFTWARE
The previous 8 years of tax software for your licensed program is included with your package purchase. You will be able to E-file for supported prior years and be ready to help your clients from the first day you sign up.
When the 1040 is king in your practice all you may need is the Individual package. ALL STATES are included at no additional cost with Unlimited E-file. Batch E-file of Extensions, Depreciation, Proforma and Tax Planning are all included with no additional charge.
Serving your business clients is easy with Taxware’s business package. Federal business programs including the 1120, 1120-S, 1065 and 1041 including supported states are added to the Individual Package.
Do you need the Whole Enchilada? Well, this is the package for you. The 706, 709, 990 programs as well as our popular 1099 Accumulator and DocArk Paperless office organizer are added to the programs included in the Business Package.
Service Bureau or Software Reseller? Give us a call! We can customize our offerings to help you serve your multiple offices with quality software and strong support. With your onboarding specialists dedicated to your account, you will be up and running in no time.
Need a custom package? Let us know! We have flexible packages and pricing.
ALREADY A PART OF THE TAXWARE TEAM?
Use the Client Portal to download current and prior year software.
We answer our phones! In English or Spanish, all programs come with free, unlimited, year-round technical support from technicians located in Southern California.
We have a great selection of tutorial videos that provide a fantastic resource for answering many of the questions you might have.
EMAIL SUPPORT SYSTEM
If email is your preferred way to get assistance with a concern our tech team is only a click away. Our email ticket system will assure you that your question is seen and answered quickly.
The Taxware Team help forum is a place where our techs and clients collaborate. It is a place to talk about tax law updates, contribute ideas to the Taxware community as well as submit program suggestions.