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.
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 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
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.
TSS
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Document scanner
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Signing pads
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Document storage
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E-Signature
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Business returns
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