One of the least riskiest (and least costly) ways to successfully increase your business income is to make better use of your existing clients database and resources. All of the ideas below are ways you can bring in more revenue for your business without spending a lot of money to do it..
Regardless of your business type, location count or return count our Pro Online solution is probably what you should be using. Over the last 5 years we have seen a mass migration within our community from desktop to the web. Why? Simple, FLEXIBILITY!
Because the platform is 100% web based you can be extremely dynamic and innovative with you business operations. We have built in all the tools to ensure that you maintain control and visibility of your workforces activities regardless of where or when they are doing their work.
This is a deviation from the “traditional” tax preparation business model but as you are probably aware, things are changing.
Things you should consider:
The desktop application is a comprehensive Tax Software for both Individuals, Corporations (1120, 1120S, 1065, 1041,706,709, 990 and 5500) and All States. You have the ability to E-file everything that can be. The most impressive part of our program is not the 100’s of forms we support but the intuitive design that allows preparers of all levels to efficiently and accurately prepare tax returns. There is so much to talk about that we really should just show you!
Quick Reference
Easily find clients, check return status, and access customer data with an easy to access interface that makes search and reference quick and easy.
Paperless Office
Running a paperless office is essential in the digital era. Our software pairs allows you to capture signatures, store, and deliver documents.
Client Retention
Our software offers a reporting tool that allows you to quickly build mailing lists, extract client emails and identify clients that have not yet returned during the season.
Rejected Returns
Staying on top of your rejected tax returns is very important, so our software makes it obvious and easy to access. The program takes out all the guess work as to why a return was rejected and provides a very clear definition of why the IRS sent it back for faster resolution.
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.