TaxShield T.W.O

Achieve your season goals with an effective online solution. Let's dive into the benefits of Taxshield T.W.O.

An Effective Online Solution

Imagine sipping on your favorite blend of coffee, while completing a new incoming tax return that needs to be processed. Our professional tax software is fully capable of handing you the tools needed to not only grow your business, but also, manage your entire operation from the convenience of your laptop.

Integrated CRM


Maintain, nuture, and grow your existing clientele base

Virtual Support


Join our virtual support Zoom to receive rapid troubleshooting

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.

94%

of customers claimed comprehensive training, offered along with the Taxshield Reseller program assisted with their growth.

92%

of customers utilized our mass text messaging module to stay in contact and update their clientele

99%

of customers utilize our virtual Zoom support which is offered along with all of our plans

Features

A virtual tax office provides you the ability to access your client's tax returns, and source documents anytime, anywhere — using your laptop, or smartphone.

Always Online

Seamlessly accessible from any device with an internet connection, our platform liberates you to prepare returns effortlessly, no matter where your business ventures lead you. Elevate your tax management experience with convenience, efficiency, and the flexibility to thrive in today's dynamic business environment.

Mobile Application

Our mobile application empowers you to expand your client base and streamline the tax return process, significantly reducing the time involved. Facilitating secure, and safe sharing of tax information, our app ensures a seamless exchange between you and your clients.

Verification System

Verification system that alerts you to any potential snags in return processing.

E-Signature

Facilitate the remote signing of essential documents effortlessly, from within every tax return.

Online Document Vault

Effortlessly retrieve all taxpayer documents digitally. Access documents online from anywhere.

Intregrated CRM

Included with TaxShield is a specialized CRM designed by EROs for EROs. Enjoy seamless integration for mass text messaging, call tracking, mobile link, and much more, all on one platform.

Unlimited E-Files

Experience the freedom of preparing and filing an unlimited number of tax returns with your TaxShield Online software. Our pricing model eliminates per-return charges, allowing you to expand your business without constraints.

Bank Products up $7,000

Broaden your customer outreach by introducing the Refund Advance service, which is an effective solution, that ensures prompt financial assistance precisely when it's needed during the crucial tax filing period.

Make Tax Preparation a Breeze with the T.W.O Mobile Application

With T.W.O Mobile, you can provide your clients with a secure way to start their tax return from the comfort of their smartphone, computer, or tablet — simply post your custom link to your website or social media account, embed in an email, or share via text.

Two-way Secure Communication

Reach New Markets

Top-Tier Support

Remote Signature

Vault Document Archive

Integrated CRM

Benefits of TaxShield T.W.O

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

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

Re-Seller Packages Available

With our complete suite of products, software and support, rest assured that your company brand will be identified as an elite offering within the tax industry!

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 Referral program

Dedicated Account Teams

Taxshield was founded in 2008 with 3 software products. Taxshield was founded in 2008 with 3 software products.

Dedicated Account Teams

Taxshield was founded in 2008 with 3 software products. Taxshield was founded in 2008 with 3 software products.

CRM Integrated Features

TaxShield Software 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

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.

Document Scanner

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

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

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

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

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.

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

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