INTEGRATED FEATURES TO HELP YOU WORK FAST
COLOR CODED E-FILE STATUS
Taxware Systems’ e-file tracker is second to none. Throughout the entire electronic filing process you will always have the most up-to-date status of your returns. Our e-file tracker also allows you to reprint acknowledgments and see a history of transmissions. A variety of intuitive filters are provided to make searching for the information you need, quick and efficient.
BATCH E-FILE EXTENSIONS
Do you have 20 or 500+ extensions you need to e-file? No Problem! 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!
E-SIGNATURE COMPATIBLE
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. Whichever business process you choose there is an e-sign option that will work for you.
LIVE PREVIEW
All forms update instantly as information is entered into the program. A great way to take advantage of this feature is by using a second monitor facing your client. This allows them to watch the return fill in as you input the information on the monitor facing you.
