SOLUTIONS
Unified Tax Solutions offers a variety of tools to help you enhance profitability, boost client loyalty, and streamline the operations of your tax office.
BRANDABLE PHONE APP
Staying competitive in the current landscape of tax preparation demands accessibility. Customers seek convenience and the ability to reach out to you from anywhere in the world. Thanks to the TaxesToGo app, your clients can conveniently share their tax information with you at their convenience using a smartphone or tablet. They simply need to download your software from the iTunes shop or Google Play store, take a photo of their documents, scan them, and then sign – it’s genuinely that straightforward!
PAPERLESS OFFICE SOLUTIONS
The key is efficiency! Printing, collecting signatures, creating files, and filing documents all consume time, money, and space. The saying “time is money” is especially pertinent during tax season.
Our solution for a paperless workplace is designed to enhance productivity, reduce costs, and elevate accountability.
TEXT MESSAGING
Maintaining top-of-mind awareness is pivotal for both retaining existing customers and acquiring new ones. As tax season approaches, your competitors will inundate your consumers with consistent messages through television, radio, and social media feeds. An even more impactful strategy is the ability to send personalized text messages directly to their cell phones, which are always within reach.
CLOUD REPORTING
The ability to make timely and accurate business decisions depends on your access to accurate and timely data. Our cloud reporting module simplifies the process of obtaining timely updates and reliable data.
MULTI-OFFICE MANAGEMENT
Managing a tax business with multiple locations presents a distinct set of challenges compared to running a single-location tax firm, and we have solutions for both.
In a dynamic multi-office environment, visibility and control are two of the most vital components. You can review the actual tax return, adjust office setup and permissions, and access real-time reporting on each of our platforms (ProWeb and Dashboard).
CO-BRANDING
The brand of a company stands as one of its most vital assets. Robust brands enhance awareness, cultivate trust, drive advertising, facilitate consumer acquisition, inspire staff, and alleviate uncertainty.
PROTECTION OF IDENTITY AND CREDIT
Under the Protect My ID plan, your taxpayer will benefit from 24-hour cyber-monitoring to ensure DefendMyID promptly detects any potential hacking of the client’s ID. This service also aids in thwarting some of the most common methods employed by fraudsters to gain access to customer information.
LEARN MORE ABOUT THE BENEFITS OF BEING A UNIFIED MEMBER
Feel free to arrange a complimentary software demonstration with one of our support team members.
CONTACT TEAM
Call us at 1-866-945-0880 to talk with a sales representative about expanding your tax office.
SCHEDULE A DEMO
Experience yourself how our tax office solutions and software can boost your revenue and propel success.