Paper Cut:  Puts you on the path to a paperless office by letting you export, save and print returns as PDF documents.  You can also scan and save all of your client documents – including W-2’s, 1099s, IDs, and even handwritten notes.

Paper Cut will reduce paper, toner and storage operating costs associated with most tax preparation offices.  Paper Cut also enables you to encrypt and e-mail tax returns directly to your clients.

PDF Vault:  Provides offsite storage of your tax returns in a PDF format.  PDF Vault allows your clients the ability to obtain a copy of their returns from anywhere that they have internet access.  In the event of computer failure, you can then log into My Account to retrieve your paper returns.

Tax Status Now:  Empowers your clients to check the status of their returns anytime.  Tax Status Now provides online access for you and your client to check the status of the tax return, check for IRS acceptance as well as Bank Product Status and Check Availability.

Tax Office Assistant:  Helps you eliminate those “Is My Check Ready?” phone calls.  Tax Office Assistant will alert your Bank Product clients that their check is ready for pickup by sending a text message to their cell phones.

AdPack:  Provides production ready print media for your office, including but not limited to, banners, promotional handouts, mailers, and e-mail templates.  AdPack also includes a 30-second radio spot that can be used to highlight your office.

Mobile Manager:  Mobile Manager provides on-the-go access to management reports including revenue, volume, and bank product reports that can be access easily from any location with internet access.  This is especially useful for multiple office locations and multiple EFINs.