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 Our Form View provides real-time tax form populating as you prepare the tax return.  The Form View provides a full screen view of the tax return process with out going in and out of several menus.  Simply, navigation made easy! Coming soon, "Instant Form View". In our new release you can also be opened on a 2nd screen or mobile device allowing you and your clients to preview the progress of the tax return preparation. 

 Make the it "Your" Virtual Tax Office software with the customizable dashboard.  You can create and custom flow of the dashboard to your own preference with ease.  Hide info blocks (widgets), you don't care to see and expand the information that's most important to you.  Drag and drop the layout and change color schemes that suite you. 

 The clear and easy Navigation Menu resides on the left-hand side of the dashboard provides quick links and easy access to all the office setup preferences of excellent tools such as the client portal, remote signature and forms sets that will all for secure fast communications with your clients within a virtual environment. 

• One way text messaging - Send one-way text messages to your clients from the return to request various information or provide updates.
• Client Portal - Securely send and receive documents with our client, i.e. W2s and other forms securely via web
• Signature Pad App(Free) - Capture you client's signature in cloud on your Apple or Android mobile device and capture it directly into "Tax Office Web" software.
• Remote Signature - Through the secure Client Portal, you can send your client a copy of their tax return securely to review over the web with request for them to remotely sign after you've completed your virtual return review.