Generate your clients' payroll forms quickly with our web-based application accessible directly from Intuit ProConnect Lacerte.
A portal that makes it easy for your clients to deliver their tax data to you in a timely personalized and organized way.
Many clients don't want to worry about paying their tax prep fee. And most tax professionals don't want to worry about collections. Pay-by-Refund makes it easy for clients to pay you, and easy for you to collect. Free for you to enroll. A flat $49.95 is paid from the client's refund with no hidden fees. Plus you can earn $10 for each funded federal transaction.1
Take control of all of your firm's tasks with a powerful automated workflow tool to manage your practice.
Receive client signatures electronically the IRS- approved way and collect client payment at the same time.
Choice of online document storage (with file sharing solution) or local storage, built for accountants.