Professional edition

Prepare client returns and operate your tax office.

Built for EROs, preparers and multi-office operations with controlled access, return review, documents, audit history, MeF status and bank-product workflow architecture.

Offices

Preparers

Returns

Compliance

Production gates

The platform is being prepared for IRS MeF ATS and EPS software-provider certification. Production transmission and bank-product processing must remain disabled until the applicable external approvals and credentials are issued.

Prepare client returns and operate your tax office.

Built for EROs, preparers and multi-office operations with controlled access, return review, documents, audit history, MeF status and bank-product workflow architecture.