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Cloud-Based Professional Tax Software

With Tax Vision Professional Software you receive the benefits of cloud based software giving you more freedom and options! We are continually looking at how the needs of tax professionals change and are proud to announce NEW features for tax year 2020.

 

 TEXT to sign 8879

 TEXT to upload documents

 Improved forms search

 View refund/amount due at any time

 

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Testimonial

I have been with Taxvision for over 10 years.  I am happy to say that any problem that I have come up against with the program, the support team has been with me until all issues have been resolved.  Is it any wonder why I have been with Taxvision for so long! -A. Banks

Our Mission

It’s simple really; our customer’s success is our passion! Multiple decades of working in the electronic filing, software and bank product industry have given us insight, knowledge and experience on areas that matter most for tax professionals. We aim at delivering quality reliable software and bank options coupled with top notch personal support. Our focus is on YOU and how we can help your business prosper effectively.


Tax Payer Access

The Tax Payer access feature allows the taxpayer permission to access their return online. You’re in charge of what access each taxpayer is granted. You can give them permission to Edit, Print Only, Upload documents and/or view the return summary. In addition the TaxVision system will allow access for a period of time and e-mail your client a link to the client portal and instructions to login.

ConsumerLink

Sample Site

The consumer link feature is exactly what its name implies, linking the Tax Pro to the Consumer market. With each copy of the software license the system automatically creates an affiliate link. This is located on your dashboard. Linking your website allows you to offer do-it-yourself online tax preparation services integrated with your professional tax software. If a tax payer completes the process …. No worries you will get paid for each customer with no effort, if a taxpayer does not complete the process…Now you have a new lead to follow-up with to assist them on their individual tax needs.

Interview Mode

Are you a new preparer still uncertain with complicated tax situations or do you have employees that may still need more guidance when preparing returns? If so we have you covered!! Our software gives you control on selecting interview mode which will prompt more questions and cover all bases on completing an accurate return. For seasoned preparers just select forms mode allowing you access to direct entry without all the interview questions. Our software does it all for various experience levels!

Service Bureaus

The service bureau option gives you access to a backend management system which is valuable for managing multiple offices and also gives you the ability to resell software that is branded with your logo. This option allows you to grow your business and help sub offices grow which will in turn greatly increase your profit margin. The consumer feature is also included allowing you greater access to more clients and growth. You have the ability to set your own service bureau fee which is 100% paid out to you for each funded bank settlement product including those processed by sub offices. Contact us today to learn more about how we help our customers increase revenue and profits!