We all know that tax time is not only stressful for the taxpayer, but also for you - the preparer. Wouldn’t it be nice to reduce some of that stress by reducing traffic and wait time? Not to mention speeding up the return preparation process? This is all possible with TaxesToGo.
TaxesToGo is a mobile app that allows your customers to send you their tax documents and related information via a secure portal and without multiple office visits. Yes, you heard us correctly. Your customers can send you everything you need, ask questions, review and sign documents without coming into your place of business. Please keep in mind, however, that each individual tax situation is different and thus may require an office visit. Overall, this mobile app removes barriers related to transportation, distance and availability; thus you can service more customers and in less time.
TaxesToGo is a feature of the TaxSlayer Pro Premium and Pro Web packages. It works with any mobile device and can be downloaded via Google Play and the Apple Store. IRS, state and bank guidelines also apply to this application and must be adhered to accordingly.
If you are a Pro Premium or Pro Web customer, additional details regarding the app can be found in My Account. If you would like to learn more about TaxesToGo or upgrade to one of the above mentioned packages, please contact our sales team at 1-888-420-1040.