e-Signatures

e-Signature is an easy and efficient way for taxpayers to sign tax forms. With no signature pad required and remote signature option supported, e-Signature allows you to save money by reducing paper usage & storage and minimizing tax return errors, helping you to meet government disclosure requirements and move towards a paperless office.

DM DOCS

Reduce or eliminate paper trail by scanning and uploading essential client documents. Document Manager eliminates the need to photocopy and physically store documents as you move towards a paperless office. Upload important documents such as W-2s, 1099s, and receipts directly into a client’s electronic file.

Taxpayer Portal

The taxpayer portal is a secure, user-friendly site that allows your client to stay connected without visiting the tax office. The taxpayer can view/print tax forms, Remotely sign tax forms, and upload tax-related documents such as W2s, drivers licenses, social security cards, and much more. Taxpayers also can send messages to the preparer and preparer can respond, in real-time.

Mobile App

The MyTaxOffice mobile application allows your taxpayer to create a new taxpayer account from anywhere and interact with your office without having to travel to the office each time. Taxpayers can upload documents or use their mobile device’s camera to scan and upload. Taxpayers will also have access to their tax forms to review and sign. Taxpayers can communicate through the app with their preparer as well.

Audit Assistance

SIMPLETAX partners the best and most comprehensive Audit Assistance company. They offer more benefits for both the tax payer and the tax professional than any other Audit Assistance company. Now is the right time for tax preparers to earn extra profit on each tax return while providing your clients with a much needed product. They have experienced bilingual tax professionals ready to assist your client in the event of an audit.

Business Forms

With our full business package members are able to process business tax returns (1041, 1065, 1120, 1120S, 2290, 5500, 720, 709, 706, and 990) faster and more efficient than ever before. We include all state business return forms and all of the same features you use for your individual 1040 taxpayers. Utilizing our web-based software means you can prepare business returns from your home, your office or even your client’s office.