Grow Your Tax Business With A Trusted Partner.
With MyTAXPrepOffice, you can be confident that you are working with a reliable and accurate tax software solution with simple, but powerful productivity tools aimed at making tax preparation fast and easy.
COMPLETE MOBILITY
With no networking or downloads required, you can move seamlessly from the office to home. Work from anywhere, anytime, on any device. Our software runs on a browser so your work stays synced on all your logged-in devices.
COST SAVINGS
Enjoy a flexible and cost-effective solution for your business. Spending money on unnecessary hardware is over. Working from anywhere means no longer having to invest in utilities, IT staff, or office space to grow your business.
DATA SECURITY
Our cloud-based program was created with online data protection at the forefront of its development. Data in all systems is secure both in transit and at rest, with best in class TLS/SSL encryption and 256-bit AES encryption for data storage.
Tax Software Built For Your Business
Striving to be the best means that each year we collect feedback from our customers and develop new productivity tools to meet your needs. Enjoy endless features built to help your business succeed.
INTEGRATED BANK PRODUCTS
We work with three trusted partners to give you the freedom and flexibility to find the best option for your clients. Choose a bank from the Financial Products widget on the Dashboard and complete the bank application. The information will flow directly into the return.
CLIENT PORTAL
Enjoy quick and easy two-way communication. Securely exchange documents with your clients, send returns for review, and request signatures. Branded with your logo for a professional look.
INSTANT FORM VIEW
A revolutionary new way to preview a tax return! Open the tax return in Instant Form View to see the actual form populating in real-time with the data you enter. Instant Form View can be opened on a second screen on your desktop or on any mobile device allowing you or your clients to preview work as it’s happening. A great new addition to your mobile office.
THE FIRST FULLY CUSTOMIZABLE DASHBOARD
Introducing the first totally configurable Dashboard you can customize to flow effortlessly with your personal preferences and work habits. Hide widgets you don’t want to see, select each widget’s location, customize the layout, and change colors to highlight your favorites. The configurations and possibilities are endless!
Simple but powerful tools you’ve come to know and love
All the user-friendly tools you’ve come to expect from MyTAXPrepOffice are still available with the best plan options at the most affordable prices in the industry.
OFFLINE MODE
Work using real-time calculations, even if your internet connection is lost and data will automatically sync with your software once internet is restored.
QUICK CONVERSION
Use our easy-to-follow conversion screens to quickly convert client returns from your old tax program.
NAVIGATION MENU
The left-side menu offers quick links and easy access to all the functions you need to set up your office, set your preferences, complete bank enrollment, use the client portal, print reports, and finish a tax return in record time.
FREE SIGNATURE PAD APP
Capture your client’s signature in the cloud on your Apple or Android mobile device and access the signature in MyTAXPrepOffice.
SUMMARY INVOICES
Generate a simple invoice for clients who do not need an itemized list of charges. Save time by making your billing process quick and easy.
TEXT MESSAGING
Send quick, one-way text messages to your clients directly from the return workspace to request forms, information, or get questions answered.
FAST PRINT PREVIEW
With no PDF download required, quickly see a print preview of how your return will print right in your browser. Great for client review of returns in the office.
INFORMATIVE LOGIN SCREEN
Our login screen gives you tips, alerts, and tax news at a glance before logging in. It’s a quick and convenient way to get all the important tax information you need to be prepared for your day.
Schedule a FREE demo today!
Contact us to set an appointment with one of our representatives for a demonstration of the software. Let one of our experts guide you to the right plan for your business.
MAKE YOUR OFFICE COMPLETELY MOBILE
Our cloud-based technology allows you to work from anywhere, at anytime, on any device. Log in on your PC, Mac, tablet and phone running operating systems including Windows, iOS, or Android. Work on returns, e-file, and answer client questions at the office, on the go, or at home.
Our software runs on a browser, so your work stays synced on all of your logged in devices. Our Offline Mode allows you to work using real-time calculations, even if your internet connection is lost and will automatically sync with your software once internet is restored.
EXPERT SUPPORT IS AT YOUR FINGERTIPS
With the shortest hold times, superior training resources, and help topics intelligently integrated into the software, our clients get the tax software help they need, when they need it.
• 24/7 live chat during tax season
• Email and phone support
• Spanish support available
• Customized onboarding session
• Live webinar training
• Training videos built into the return workspace
• Extensive library of training videos available
• Tax research
Let us help you choose the right plan.
Call 307.414.1211 and let us help you choose the right plan for your business. Or try our full trial version.
TRY OUR FREE DEMO CHOOSE A PLAN
