TAX PRO ON THE GO

BUILT-IN DOCUMENT MANAGER

SAVE MONEY WITH OUR PAPERLESS OFFICE SOLUTION

  • Easy access to client documents from within the tax return.
  • Reduce expenses on paper, toner, and filing.
  • Documents signed via Signature Pad or Remote Signature stored automatically.
  • Stores scanned documents from the handheld scanner, mobile app imports, or
    imports from existing scan folders.
Our intuitive and cutting-edge solutions set the industry standard for quality, value, and service.
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FEATURED PRODUCTS

Our featured products work directly with the software to make life easier.

Handheld Scanner

Start a tax return and capture all of the data on the W2 and K1 by simply scanning the barcode.

Signature Pad

Electronic signature pads provide a quick return on investment through significant time savings.

Textlink

Send a text message to your clients’ cell phones directly from the tax software.

TAX PRO ON THE GO

LIGHTNING FAST TAX PREPARATION SOFTWARE

Why Tax Pro On the Go? TPOTG is not just lightning fast; 100% mobile, “pin-point” accurate and user-friendly. Tax Pro OTG provides the most complete sets of Federal, State, and City tax forms available. These forms feature built-in verification to help eliminate errors that may result in IRS rejects. Accurate, error-free tax returns will keep your customers coming back year after year.

  • MANAGEMENT DASHBOARD

    Gives you complete control over, and visibility into, each sub-site within your multi-office tax organization.

  • WORK-IN-PROGRESS SCREEN

    Gives you instant information on the latest status of returns and checks.

  • FORMS-BASED INPUT

    A client’s tax information is entered in easy to use and familiar forms.

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  • BUILT-IN-ESTIMATOR

    Quickly give clients an estimate of the amount of their refund, without having to prepare an entire return.

  • CUSTOMIZABLE REPORTS

    Get the information your business needs quickly and easily.

  • PERMISSIONS-BASED ADMINISTRATION

    Keep your business secure with the ability to customize access for individual employees.

START YOUR OWN TAX BUSINESS

Join the many members who are growing with our services!

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