Document Manager

Reduce or eliminate paper trail by scanning and uploading essential client documents.

Taxpayer Portal

The taxpayer portal is a secure, user-friendly site that allows your client to stay connected without visiting the tax office!


e-Signature is an easy and efficient way for taxpayers to sign tax forms.

K1 Import

Simply and quickly import K-1 information to the individual tax return!

Quick Estimator

This is a great tool that can be used to give a quick estimate to the taxpayer with the ability to start the tax return from the data entered!

Client Organizer

The client organizer will help better serve your clients by providing them a simple question/answer worksheet that will prepare them for their scheduled appointment. Prior year tax information is pulled forward for existing clients.

Client Manager

Complete access manager to quickly and easily locate all taxpayer information saving you valuable time. Select the search criteria to customize the available information.

Multi User Management

Ability to add additional users to your office with tools to help customize and optimize your business.


Run your office more effectively by generating valuable reports throughout the tax season. With over 50 standard reports to choose from, you can customize them specifically to meet your needs!