Platform & Access

• 100% web-based platform accessible from any internet-connected device (desktop, laptop, tablet, or mobile)

• No software installation or updates required—platform is automatically maintained

• Compatible with all major operating systems and browsers

Tax Return Support

• Full support for individual federal returns (Form 1040, 1040-SR) including all standard IRS schedules

• Supports all 50 states, part-year and nonresident returns, amended returns, and estimated tax vouchers

• Unlimited federal and state e-filing included with no per-return fees

Refund Estimation Tool

• Built-in refund estimator that helps preparers quickly calculate expected refunds or liabilities based on key tax inputs

Taxpayer Profiles

• Ability to create and apply reusable taxpayer profiles with preset preferences and form selections

• Ideal for recurring clients, specific business niches, or firm-wide workflow standardization

Bank Product Integration

• Offer refund transfers, cash advances, direct deposit, printed checks, and prepaid debit cards

• Built-in system for managing bank enrollment, product selection, and disbursement options

Digital Signature Support

• Secure collection of IRS-compliant electronic signatures for Form 8879 and bank documents

• Clients can sign remotely using any internet-connected device—no app download required

Client Portal

• Private, secure client portals allow users to upload tax documents, view return status, and communicate with their preparer

• Document sharing, messaging, and return approvals all handled digitally

Mobile App Integration

• Compatible with mobile document upload solutions that allow clients to submit documents directly from their phone

• Enhances remote service delivery and accelerates client onboarding

Guided Interview Workflow

• Streamlined, logic-based interview mode automatically adjusts questions based on taxpayer inputs

• Reduces preparer errors and simplifies the return preparation process for newer staff

Depreciation Module

• Built-in depreciation calculator with asset tracking capabilities

• Supports various methods of cost recovery and integrates directly into business returns

Multi-User System & Permissions

• Add unlimited preparers under one firm account

• Role-based access control allows admin users to set permissions, manage preparers, and track performance

IRS Status Monitoring

• Real-time tracking of IRS acknowledgments and return statuses from within the software dashboard

• Simplifies client follow-up and improves office efficiency

Secure Document Upload

• All taxpayer documents, forms, and IDs can be uploaded directly into the system and attached to each client file

• Built-in storage ensures access to files at any time with proper credentials

Self-Service Intake & Kiosk Mode

• Allows clients to complete intake forms independently using a tablet or secure link

• Ideal for virtual firms, drop-off offices, and multi-client setups

Data Security & Compliance

• End-to-end encryption for all user sessions and document storage

• Full compliance with IRS Publication 1345 and industry standards for data security

• System audit trails and activity logging for accountability

Automated Backups & Maintenance

• All client and return data is backed up regularly through secure cloud infrastructure

• Users never need to perform manual updates—system is continuously maintained and improved

Real-Time Software Updates

• Feature enhancements, tax law updates, and security patches are automatically rolled out across the platform without user intervention

Multilingual Support

• English and Spanish interfaces available for both preparers and clients

Training & Support

• Includes access to phone and email support, training webinars, help articles, and tax industry resources

• Support team available throughout the year to assist with software usage, compliance, and troubleshooting