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
TaxShield was founded in 2008 with over 50 combined years of experience in the tax industry
Unmatched Support
Top-tier virtual support allows you to receive direct assistance whenever needed
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.
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.
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.
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.
See Your Entire Book of Business
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
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
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
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
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 Automated-Referrals program
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.
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 automated-referrals programs, manage sub-offices, gain insight to payout balances and pending deposits. Everything you need to know, in one convenient online application.
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.
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.
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!
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.
