PROFESSIONAL TAX SOFTWARE FOR
UpTax Link includes everything you need to make your tax preparation business successful this tax season. UpTax clients have their own dedicated software consultant who will work with them throughout tax season to assist with tax preparation and software support.UpTax, also offers a full range of bank products that can be used to ensure a best in class customer experience. Clients can receive their refunds quicker and easier choosing from direct deposit, in office check printing, as well as prepaid VISA/MasterCard options.
HIGH VOLUME TAX BUSINESSES
Industry-Leading Tools and Features
Electronic Signature Pads
Meet government disclosure requirements, minimize preparation errors and save money by reducing the amount of paper used and stored each tax season. With Electronic Signature Pads, the taxpayer's digital signature is securely bound to the document for which it was intended.
(Paperless Office Solution)
With Scan & Store, you can:
• Scan and store taxpayer source
• Capture valid forms of taxpayer
• Access electronic copies of existing
files from your PC
Improve efficiency by communicating with clients via text messaging. Send a text message to client cell phones directly from our professional tax software.• Notify taxpayers, either individually or
as a group, that their checks are ready.
Built-in Document Manager
SAVE MONEY WITH OUR PAPERLESS OFFICE SOLUTION
- • Easy access to client documents from within the tax return.
- • Reduce expenses on paper, toner, and filing.
- • Documents signed via Signature Pad or Remote Signature stored automatically.
- • Stores scanned documents from the handheld scanner, mobile app imports, or
imports from existing scan folders.
Remote Signature Feature
Your clients can sign their tax documents on their mobile device! Expand the reach of your business
UpTax Software customers now have the ability to request a remote signature from a non-present taxpayer and/or spouse at the time of tax return completion. After authenticating their identity, the taxpayer/spouse can review a PDF of the tax return and sign it using their mobile device.
- • Save time by completing the tax return without the need to have the
taxpayer/spouse in your office
- • Give your customers the convenience of finalizing the tax return from the
comfort of their home
- • Remotely signed return is securely stored within UpTax Software for easy
access at a later date