TaxShield Desktop

TaxShield Desktop stands as the premier professional tax software solution, tailored for tax enterprises. Crafted to meet the demands of growing tax offices, focused on delivering swift and precise tax returns to their clients, it sets a new standard in the industry.

WHY TAXSHIELD?

A Complete Suite of Solutions

We have combined all of the most relevant and effective tools, that are needed for a tax enterprise to scale to the next level. Rest assured that each return is accurate, with a verification system that alerts you to any potential snags in processing. Customizable reporting allows you to create any report needed. While our support team invites you to our virtual support center to share your screen for any troubleshooting or assistance needed throughout the season. Everything needed for a successful season is included in one package!

Experience

Experience


TaxShield was founded in 2008 with over 50 combined years of experience in the tax industry

Support

Unmatched Support


Top-tier virtual support allows you to receive direct assistance whenever needed

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As your business grows, so do your needs — and our products are designed to grow with you. Coupling our products with our top-tier virtual support is a match made in heaven for companies looking for a little bit of assistance with their scaling journey. TaxShield Desktop has the tools to ensure the success of your business, while serving the needs of your community as well.

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Features of Taxshield Desktop

Every year we take hundreds of customer suggestions and work them into our software — because you know the needs of your company better than anyone else. Our goal is to support your success.

FEATURE 1

Import Client Data

Send a mobile link to clients and import their documents and relevant information directly into the software. No more double data entry. Save time and eliminate errors. Client documents are stored in an archive in the software, for quick review and retrieval.

FEATURE 2

Bank Product Efficiency

No one wants to wait forever on responses regarding bank products. We have excellent relations with all of the major processing banks in the industry. Up to the minute communication with bank servers ensures that disbursement information arrives expeditiously.

FEATURE 3

Customizable Reporting

Select from a long list of search criteria and data fields, to construct customized reports, that will allow you a unique insight into the performance of your tax operations. Extract client information from your database to assist with mass communication and announcements.

FEATURE 4

Remote Services

E-signature services built-in to the software allows you to send return information to the client remotely for them to sign documents. Send client data directly from the software, over to the CRM to complete referral and advance payouts.

TAXSHIELD DESKTOP

TAXSHIELD DESKTOP

See Your Entire Book of Business

If managing a single office is challenging, overseeing multiple offices can become nearly impossible without the right tools! Eliminate the guesswork from office management, by utilizing a unified portal that automatically updates for all the offices under your umbrella

Spend less time searching for answers. Now all of the information you need to know, greets you as soon as you log into the software.

Benefits of TaxShield Desktop

There's a reason why we have a 94% retention ratio with our clients. We provide full support that is unmatched throughout the industry.

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Dedicated Account Teams

Dedicated Virtual Support

Having technical difficulties? Join our Zoom link, for any technical or tax-related inquiries you may experience throughout the tax season

Multi-Lingual Support

Multi-Lingual Support

We have agents standing by ready to assist in Spanish for our multi-lingual clients. Complete returns in Spanish as well.

Pre-Season Software Training

Pre-Season Software Training

Need a refresher? We provide training on a weekly basis leading up to the season. Stay up to speed on the latest changes and updates

Product Offerings

Integrated CRM

Seamlessly send your clients mass text messages and manage incoming leads, with the ability to assign them to various offices in your organization. Submitted client documents are archived in the CRM for retrieval later on when needed.

Financial Products

Financial Products

Remain competitive with the biggest companies in the tax industry by offering Loyalty Advances during the holidays, as well as pre and post ACK bank products. Build your clientele by establishing a Referral program

Industry Leading Rebates

Industry Leading Rebates

Here at TaxShield, we believe that our pricing and fees should be competitive with the market. Consult with our sales professionals to determine the best fees and rebates available for you and your sub-offices

EVERYTHING YOU NEED TO GROW YOUR BUSINESS

CRM Integrated Features

TaxShield was built on the idea: Run your entire tax business from your laptop with ease and efficiency, while increasing your volume every year. Based on the day to day needs of running a tax office, the TaxShield team was able to build this application. As most innovation’s occur, our CRM was built to answer a void in the industry.

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CRM

Product Offerings

This web-based application serves as the virtual hub for all of your operations. Deploy mass text message campaigns, create mobile return links, execute referral programs, manage sub-offices, gain insight to payout balances and pending deposits. Everything you need to know, in one convenient online application.

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Document Scanner

Product Offerings

No scanner? No problem! Connect the document scanner via USB and scan client documents directly into the data entry software. Documents scanned into the software will be archived and stored for required record keeping. Documents can also be attached to the return via the archive menu.

Signing Pads

Product Offerings

Save on purchasing unnecessary paper supply with the Topaz signature pad. Have your clients sign multiple documents in a breeze. No need to invest into mountains of paper inventory, just for your clients to sign documents. As most innovation’s occur, TSS was built to answer a void in the industry.

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Mobile Link Portal

Product Offerings

Create, assign, and send mobile links to your clientele. Once they've completed and uploaded the necessary documents needed for tax preparation, import that information directly into a new tax return. Eliminate double data entry and the errors that come with it.

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E-Signature

Product Offerings

Meet your clients wherever they're located without stepping foot outside of your office. With integrated E-Signature services, getting the final documents signed that are needed to submit returns is no longer an issue. Expand your office's footprint now that clients no longer have to step into your office to complete their return!

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Business Returns

Product Offerings

A one-stop solution for professional tax preparers who prepare Federal and State business tax returns. Most of the same functions that exist in the professional 1040 software will be found here as well.

Book a Demo

Our customer representative helps you to understand what we offer for your business goals.

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