Screen Share Integration

Get technical assistance the moment you need it, so you can get back to what's important


Eliminate Technical Roadblocks From Your Path to Success

Learning new software systems and troubleshooting hardware issues can frustrating. We've learned that the best way to service our clients is through a screen share so we can see precisely where the problem exists and provide a solution as quickly as possible.

 Audio Included

Audio Included

Communication is key when it comes to diagnosing and troubleshooting issues

Access In Seconds

Access In Seconds

Just accept the request and our software will immediately start the screenshare within a couple seconds.

All CRM Accounts

All CRM Accounts

Screen share capabilites are included with all of the CRM accounts in TaxShield Software

No Extra credentials

No Extra Credentials

No need to remember extra logins and passwords; simply accept the prompt and receive help right away


Receive assistance rapidly with Screen Share inside of TaxShield's CRM

Say goodbye to technical issues

Let no feature go unused in the CRM! Navigating the CRM to get to the correct module can be a bit confusing the first couple of attempts. We'll stand along side you virtually through our integrated Screen Share function.

Eliminate installing 3rd party screen sharing software

Now with screen sharing integrated into the CRM, you and your colleagues will no longer have to install and configure a screen share application just to be able to receive assistance. We've eliminated one of the most frustrating hurdles to receiving technical support

Need help setting up your CRM?

Look no further than to our support team to assist you every step along the way for CRM setup. Knowing all of the locations to fill out fields, import client lists, save documents can be cumbersome. Screen Share capabilites remove the technical hurdles, so you can get back to managing your office.


Support is just a click away

Eliminate the learning curve to mastering the CRM and it's limitless abilities. Once you accept the screen share request, you'll receive top-tier support for all of your inquiries moving forward.