professional tax preparation software
Features
Tax Genie is a professional tax software that provides all the necessary features and tools to help you grow your tax office, manage your customers, increase profits and run your tax office more efficiently.
professional tax preparation software
Features
Tax Genie is a professional tax software that provides all the necessary features and tools to help you grow your tax office, manage your customers, increase profits and run your tax office more efficiently.
Our Software Features
Our Software Features
Brandable Phone App
Convenience is quickly becoming a key part of today’s tax preparation and customer service landscape. By offering your clients a custom branded mobile application, it gives them the ability to provide all tax information and documents on their time directly through their mobile device. All they have to do is download your app, snap a photo of their documents, upload and sign. It’s that simple!
Paperless Office Solutions
Printer jams, empty ink cartridges and lost paper work is outdated. With our software you won’t have to worry about wasting time at the printer and spending hundreds if not thousands on paper and ink. Go paperless with TaxGENIE.
Text Messaging
Keep in communication with your valued clients. The ability to send customized text messages direct to your clients allows you to stay top of mind and most importantly; reminds them to visit your office this tax season and not your competition’s.
Cloud Reporting
Accessing your data can be critical in times of need. Our platform offers real time cloud reporting that gives you live reports, data and information on the fly. You’ll never have to manually request data reports that take forever to be delivered.
Multi-Office Management
Managing and operating a single location can be tough enough. Running a multi-unit tax business comes with a whole other set of challenges you must be prepared for. Our Multi-Office management functionality gives you the ability to control and manage the most important aspects to run your locations smoothly. Management, office configuration and real-time reporting is just a click away.
Co-Branding
Your brand is one of your business’s most important asset. When it comes to retaining customers- you need to ensure they know, like and trust you. The ability to completely brand our software allows you to keep your business and brand awareness at the forefront of all communications with your customers.
Identity & Credit Protection
Security in today’s digital age is a top priority for us as well as our clients. With our Protect My ID package, your customers will receive 24 x 7 cyber-monitoring and security. If a client’s ID has been compromised, DefendMyID will know about it and alert the system immediately. Our protection will assist blocking identity theft techniques used to gain access to client information
Brandable Phone App
Convenience is quickly becoming a key part of today’s tax preparation and customer service landscape. By offering your clients a custom branded mobile application, it gives them the ability to provide all tax information and documents on their time directly through their mobile device. All they have to do is download your app, snap a photo of their documents, upload and sign. It’s that simple!
Paperless Office Solutions
Printer jams, empty ink cartridges and lost paper work is outdated. With our software you won’t have to worry about wasting time at the printer and spending hundreds if not thousands on paper and ink. Go paperless with TaxGENIE.
Text Messaging
Keep in communication with your valued clients. The ability to send customized text messages direct to your clients allows you to stay top of mind and most importantly; reminds them to visit your office this tax season and not your competition’s.
Cloud Reporting
Accessing your data can be critical in times of need. Our platform offers real time cloud reporting that gives you live reports, data and information on the fly. You’ll never have to manually request data reports that take forever to be delivered.
Multi-Office Management
Managing and operating a single location can be tough enough. Running a multi-unit tax business comes with a whole other set of challenges you must be prepared for. Our Multi-Office management functionality gives you the ability to control and manage the most important aspects to run your locations smoothly. Management, office configuration and real-time reporting is just a click away.
Co-Branding
Your brand is one of your business’s most important asset. When it comes to retaining customers- you need to ensure they know, like and trust you. The ability to completely brand our software allows you to keep your business and brand awareness at the forefront of all communications with your customers.
Identity & Credit Protection
Security in today’s digital age is a top priority for us as well as our clients. With our Protect My ID package, your customers will receive 24 x 7 cyber-monitoring and security. If a client’s ID has been compromised, DefendMyID will know about it and alert the system immediately. Our protection will assist blocking identity theft techniques used to gain access to client information
