Breeze through returns with more than 20,000 automated calculations and 21,000 diagnostics to help maximize your accuracy. Plus, you’ll have quick access to more than 5,600 federal and state forms — everything you need for individual and business returns.
Plan ahead with your 1040 and Schedule C clients by building comparative tax scenarios.
Work faster when you’re checking or modifying data.
Cut down on manual work and save time. You can use pro forma batch processing when you carry tax return data over from the previous year to the current year.
Gain more control over your firm’s information and access to client data at the user level. This feature gives you access control with extra detail.
Request and share documents and easily apply them to the tax return — all in the same place. Link is a secure online portal that makes client data collection faster and more organized. The dashboard makes it easy to keep track of what's been submitted and what's missing. Plus, now you can upload and download documents, organize documents in folders and preview the documents in your browser.
Save time from the start by importing multiple documents, including W-2, K-1 forms and Schedule D data from Excel. You can import them via scan or mobile capture, or download them directly from the provider. Coming soon: 1099-INT, 1099-DIV, 1098, 1099-T, 1099-R and 1099-B.
Streamline your client accounting and tax work by managing your accounting clients and your tax clients from the same dashboard. Plus, you’ll save time when you review your clients’ books at the end of the year, and you’ll eliminate manual tax data entry when you prep for taxes.
Upload documents, store them, view them as you do the return and download them if needed. You can also customize your requests for tax information, based on the previous year’s information. You’ll make sure your requests only ask for what’s relevant to each client’s situation.
Share completed returns with your clients digitally, with just a click. Your client will be notified that they’ve received a document where they can view the completed return.
Simplify the way your clients pay. With Pay-by-Refund, you’ll discover more convenience for both you and your clients.
View the e-file statuses of all of your clients. You’ll have a dashboard that lets you see statuses, filter and sort, and check for rejections.
Offer more convenience and get forms signed fast. With eSignature, your clients can review and sign from anywhere, on any device. So you can get a Form 8879 signed in minutes, not days.