Advanced Mobile Apps for Tax Preparation & Filing
Allow your clients to send you their documents and signatures easily from their phones.
We’ve found your solution to obtaining your client’s tax documents easier and faster. Since we are always on our phones – why not retrieve documents and signatures there too! TaxesToGo is a mobile app that allows your clients to send your tax information to you from anywhere fast, easy and secure – limiting office visits. This saves time for both the client and yourself.
Ease Your Process
Your clients can simply grab photos of the needed tax documents. The app will provide your unique Tax Number, which the client will provide for you to access the documents securely.
✓ Quick Access To Returns
✓ Readily Available
✓ Remote Signatures
✓ Support Messaging
✓ Safe & Secure
Mobile Tax App: Revolutionizing Tax Preparation
Tax preparation has never been easier. Tax Dragon Pros brings you the most efficient mobile tax software to streamline your workflow and increase client satisfaction. Working from home, managing a busy tax season, or helping clients remotely-our mobile apps for tax professionals have it all.
Let's see how our mobile tax apps are changing the way tax professionals work, providing the guarantee to offer secure, efficient, and flexible services that keep you ahead of the curve.
The Future of Tax Preparation: Why Go Mobile?
In a digitalized world, mobility is the key to remaining competitive. Mobile tax applications are not just tools, but transformative solutions that are changing the way that tax professionals work. Here's why it is important to embrace mobile tax software for modern tax practices:
Be Ahead of the Game: Offering mobile tax solutions is a demonstration of innovation and adaptability, bringing in tech-savvy clients who value convenience.
Reduce Overhead: With remote capabilities, you can operate without a physical office, saving on rental and utility costs.
Environmentally Friendly: Digital document handling significantly reduces paper usage, contributing to a greener planet.
By integrating the best mobile tax software into your practice, you're not just enhancing operations but future-proofing your business.
Comprehensive Benefits of Mobile Tax Apps
Empower Your Tax Practice
Mobile tax software enables you to handle client documents smoothly, secure upload, and monitor the progress in real time directly from your device. Long office visits and paper chases are a thing of the past.
Key Benefits :
Improved Productivity: Manage clients' tax returns much quicker than ever before.
Access anywhere: Work at any time from any location.
Improved Client Communication: Share messages and documents with your clients securely via the app.
Mobile apps for tax professionals ensure that you serve busy clients without sacrificing your quality of service.
In-Depth Feature List
Our very best mobile tax software has been created with tax professionals. Here is how it simplifies and makes your tax preparation more enhanced:
Mobile Tax Form Submission
With the application, clients can simply photograph documents, and all this eliminates face-to-face meetings, avoiding losing paperwork.
Data Storage
We maintain top priority on security. This multi-factor authentication, along with the encrypted data storage for any kind of client-sensitive data, ensures that it adheres to industry standards.
Real-Time Client Messaging
Keep in touch with clients every step of the way. The built-in messaging system ensures quick clarifications, document requests, and updates can all be done to streamline communication flow.
Simple Document Management
Lorem ipsum dolor sit amet consectetur. Aliquam odio enim pharetra et. Diam varius magna lobortis consequat elit.
Signature Requests
Save time with digital signatures. When the return is complete, upload the document and request the client's signature-all remotely.
Use Cases for Mobile Tax Apps
Mobile tax apps are flexible tools to suit any situation. Here are just a few examples:
Busy Tax Seasons
Lorem ipsum dolor sit amet consectetur. Aliquam odio enim pharetra et. Diam varius magna lobortis consequat elit.
Urgent Submissions
Lorem ipsum dolor sit amet consectetur. Aliquam odio enim pharetra et. Diam varius magna lobortis consequat elit.
Supporting Remote Clients
Lorem ipsum dolor sit amet consectetur. Aliquam odio enim pharetra et. Diam varius magna lobortis consequat elit.
Comparison to Other Mobile Tax Solutions
What makes our mobile tax software stand out?
Feature
Our Mobile Tax App
Other Solutions
Ease of Use
An intuitive interface with easy navigation
Often complex and overwhelming
Data Security
Multi-factor authentication and encryption
Basic security measures
Flexibility
Works on Android, iOS, and desktops
Limited platform compatibility
Cost-Effectiveness
Affordable plans for professionals
Expensive subscription fees
Our app is designed to be the best mobile tax software for professionals seeking a secure, efficient, and user-friendly solution.
Customer Success Stories
John M., Tax Professional
"This app has been a game-changer for my practice. I can now manage clients from anywhere, and the secure document upload feature has saved me hours of work. Truly the best investment I’ve made!"
Sarah T., CPA
"The ability to communicate with clients in real-time and request signatures remotely makes tax season less stressful. Strongly recommend this app to any tax professional looking for mobile solutions."
David L., Small Business Owner
"I was skeptical to commit to mobile tax software; however, this app well exceeded my expectations. The app is secure, fast, and incredibly easy to use."
Frequently Asked Questions
Question 1: Does the mobile tax app eliminate the need for a preparer?
No. This app further solidifies the relationship of the preparer with the client. It is a tool that can make communication, document sharing, and tax filing easy.
Question 2: Where can the clients download the app?
Clients can download the app through your unique referral link, Google Play Store, or App Store.
Question 3: Is the app secure?
Yes. The app uses advanced security measures, including multi-factor authentication and encrypted data storage, to keep client information safe.
Question 4: Can customers utilize the app on any smart device?
Yes. Customers will have access to a client portal via any computer. Therefore, they can securely forward documents and sign the contracts through the client portal from anywhere.
Question 5: Can I get an app branded with my brand?
Yes, if you have a unique referral link, you can request a branded version of the application. The customers will then experience your custom branding upon login. The app works seamlessly on Android and iOS devices, as well as with a client portal for desktop users.
Question 6: How hard is it for clients to use the app?
Absolutely not! It's so simple that clients of any level of technical expertise can use it with ease.
Question 6: How long does it take to set up the app?
Use the app almost immediately after making an account and setting up. Branding and features don't take too long to set up.
Boost Your Tax Practice Now
Wait no longer for obsolete systems. Level up your tax preparation services with our mobile apps designed for tax professionals. Get the flexibility, efficiency, and security you need with our mobile tax software.
Ready to get started?
Ask for a Demo and find out how the app is transforming businesses
With the best mobile tax software, your office will be anywhere. Simplify your work, impress clients, and lead the fray in tax preparation.
© Copyright 2022. Tax Dragon Pros. All rights reserved.
2022 All Rights Reserved.