WORK IN PROGRESS SUMMARY (WIP)
Structured & immediate access to relevant, real-time information. Provides a continuously updated “things-to-do” summary of:
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- TAX RETURNS
- AKNOWLEDGEMENTS
- REJECTS
- CHECK PRINTING
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- 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
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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!
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- 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
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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!
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- 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…
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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.
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- 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…
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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
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Scan & Store
- Support for Scan & Store built into software
- Taxpayer source documents are stored within the tax return
- Easy access to documents when needed
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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.)
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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
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TEXTLINK™
Efficiently Communicate with Your Taxpayer Clients
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- Save time and money by eliminating the need for staff dedicated to contacting clients
- Perfect for “Check Ready” tax refund notifications
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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…
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NEED ANY HELP AT YOUR TAX SOLUTION?
Integrated banks
ProTaxLink Works is fully integrated with the following banks offering refund settlement products.
