Support for All Unified Applications

In the realm of tax preparation today, accessibility is paramount for competitiveness. Clients anticipate convenience and the ability to connect with you from any location worldwide. Through our mobile application, clients can effortlessly provide you with their tax information at their convenience via their cell phone or tablet. They simply download your app from the Google Play or iTunes store, then snap, scan (uploading images of their documents), and sign – it’s as straightforward as that!

Clients input the necessary data, upload their documents to the app, and the information is seamlessly integrated into the program. Subsequently, you prepare the return using the provided documents. Upon completion, you send them an email requesting their signature. Once the taxpayer has completed all the necessary signed paperwork, you return to the program and store the documents securely.

For those residing outside of town, this proves to be the most convenient option!

Did we mention that the mobile app can be customized with your branding? Every time a customer logs in, your name and brand are prominently displayed.

Furthermore, direct communication with your customer is facilitated through the app. The customer can initiate the conversation, or you can initiate it if you have further inquiries. It’s truly a delightful feature!