We sure do! We have a downloadable app that allows your customers to take pictures of their documents, upload them, sign them, and anything else you need all with their [...]
The software is user friendly and guides you through the process automatically so most people don’t have many questions after they go through training and start doing taxes. There is [...]
A PTIN or Preparer Tax Identification Number. We walk you through the steps of going to the IRS.gov website to obtain your number. It takes about 15 minutes as long [...]
Your fees are deducted from your client’s tax refund. The bank products you use will extract your fees and services charges directly from their refund.
Yes. We provide training for both the software usage AND for tax preparers just starting out. These training videos are great for small businesses already established who are looking to [...]