4784 Commercial Blvd Tamarac, FL 33319

PROTAXLINK-CL

WORK IN PROGRESS SUMMARY (WIP)

Structured & immediate access to relevant, real-time information. Provides a continuously updated “things-to-do” summary of:

  • TAX RETURNS
  • AKNOWLEDGEMENTS
  • REJECTS
  • CHECK PRINTING
  • UPDATES
  • TRANSMISSION
  • DATA BACKUP
  • APPOINTMENTS
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Professional Tax Software

  • Identify possible inconsistencies in tax information
  • Quickly check your work with a list of overridden entries
  • Navigate e-filing errors with links to the specific form that needs correction
  • Industry’s leading desktop solution for high-volume tax businesses.
  • Fastest, Easiest, and more Efficient

Management Dashboard

Get your own mobile app for your taxpayers, all with your own name and logo. And you didn’t have to spend time or money developing it!

  • Branded with your logo
  • Clients can start/update tax returns
  • Easy access to tax return status
  • Taxpayers can upload supporting documentation to tax preparer
  • Remote signature capture
  • Integrated messaging

Taxpayer Mobile App

Your tax business now has its own mobile app for your taxpayers – all with your own name and logo. And you didn’t have to spend time or money developing it!

  • Branded with your logo
  • Clients can start/update tax returns
  • Easy access to tax return status
  • Taxpayers can upload supporting documentation to tax preparer
  • Remote signature capture
  • Integrated messaging
  • And so much more…

Download TaxPass by clicking on the appropriate app store below.

ERO Mobile App

Manage your tax business from anywhere with your mobile device. With real-time office and EFIN reporting as well as the ability to communicate directly with your individual taxpayers you can truly be a business owner on the move.

  • Branded with your logo
  • Real-time office and EFIN reports
  • Year-over-year reports
  • Check tax return status
  • Send tax returns to taxpayers for remote signature
  • Communicate directly with your taxpayers
  • And so much more…

Download ERO Go by clicking on the appropriate app store below.

All the Solutions You Need to Guarantee A Successful Season

We deliver the best innovative software in the industry. We provide the #1 software, designed for Tax Professionals like you, who are looking for speed, accuracy, dependability, ease of use, paperless office, and control regardless of volume.

Management Dashboard

  • Set-up transmit and feeder sites
  • Review both paper and e-File tax returns from each sub-site
  • View and manage each tax return and source documents for quality assurance

Scan & Store

  • Support for Scan & Store built into software
  • Taxpayer source documents are stored within the tax return
  • Easy access to documents when needed

2D BARCODE SCANNING

  • Professional tax software supports 2D barcode scanning
  • Start the tax return and populate form data with a single click
  • Utilize the same approved handheld scanners as Scan & Store and Secure Offsite Storage (S.O.S.)

Electronic Signature Pads

  • Built-in support for certified electronic signature pads
  • Taxpayer’s digital signature is securely bound to the document for which it was intended
  • Five electronic signature pad models to choose from

TEXTLINK™

Efficiently Communicate with Your Taxpayer Clients

  • Text message one or many clients with just a single click
  • Save time and money by eliminating the need for staff dedicated to contacting clients
  • Perfect for “Check Ready” tax refund notifications

Mobile App

  • Branded with your logo
  • Clients can start/update tax returns
  • Easy access to tax return status
  • Taxpayers can upload supporting documentation to tax preparer
  • Remote signature capture
  • Integrated messaging
  • And so much more…

NEED ANY HELP AT YOUR TAX SOLUTION?

Integrated banks

ProTaxLink Works is fully integrated with the following banks offering refund settlement products.