Taxsoft 360 Classic:
Web base option designed for the tax professionals who

• Enjoys the freedom of accessing client data and preparing returns anywhere with just internet connection
• Needs access to the most current features and tax updates automatically with nothing to download or install
• Requires client data to be safeguarded in a secure cloud environment
• Needs industry leading tax research and education options
• Bank Product Integration – Bank products offer tax pros a multitude of benefits; collecting prep fees direct from your client’s refund, pre-season loans to help with marketing and payroll costs, in-season loans to offset IRS funding delays, the ability to offer your clients cash advances and a variety of disbursement options including debit cards, checks and direct deposit.
• Software Registration – Registering your software can be a lengthy and time consuming process, we take this burden off your hands. Our veteran team of support agents will have your software registered and ready to go before you know it.
• Software Installation – Whether you are a sole proprietor with one computer or multi-location office with mobile preparers our support team will have your software professionally installed long before tax season starts. There’s no need to pay for a local tech to help, save yourself time and money this year.
• EFIN/PTIN Support – The IRS is continually striving to make EFIN and PTIN numbers more secure, often through upgrading security requirements in the e-services portal. Many of our clients get locked out of their e-services account, not to worry our team can walk you through the whole process from EFIN application, fingerprinting suitability test to e-services lockouts.
• Software Conversions – Many of our clients require software conversion which can be a costly process when dealing directly with some software companies. We can handle most software conversion with ease, our agents are comfortable supporting three of the industry’s top software products so it’s a breeze.

Taxsoft 360 Premium:
Designed for the tax professionals who

• Prepares an unlimited number of both individual and business returns and supercharge your filing season with valuable additional features.
• Prepares federal and state individual returns
• Completes federal and state business and specialty returns
• Manages multiple offices in their business
• Serves both Spanish and English
• Needs to provide their clients’ refund quickly and securely
• Needs a professional tax software that will grow with their business
• Needs industry leading tax research and education options
• Bank Product Integration – Bank products offer tax pros a multitude of benefits; collecting prep fees direct from your client’s refund, pre-season loans to help with marketing and payroll costs, in-season loans to offset IRS funding delays, the ability to offer your clients cash advances and a variety of disbursement options including debit cards, checks and direct deposit.
• Software Registration – Registering your software can be a lengthy and time consuming process, we take this burden off your hands. Our veteran team of support agents will have your software registered and ready to go before you know it.
• Software Installation – Whether you are a sole proprietor with one computer or multi-location office with mobile preparers our support team will have your software professionally installed long before tax season starts. There’s no need to pay for a local tech to help, save yourself time and money this year.
• EFIN/PTIN Support – The IRS is continually striving to make EFIN and PTIN numbers more secure, often through upgrading security requirements in the e-services portal. Many of our clients get locked out of their e-services account, not to worry our team can walk you through the whole process from EFIN application, fingerprinting suitability test to e-services lockouts.
• Software Conversions – Many of our clients require software conversion which can be a costly process when dealing directly with some software companies. We can handle most software conversion with ease, our agents are comfortable supporting three of the industry’s top software products so it’s a breeze.

Taxsoft 360 Platinum:
Designed for Sole Proprietors, Small Firms or Multi-Offices. It’s your business, you decide how best to unlock the potential.

• Taxsoft 360 introduces a suite of professional accounting programs tailored to your growing practice. Our accounting solutions are designed to help you do the things you do better and faster.
• Our accounting products and practice builders are comprehensive, easy-to-use and affordable. They’re designed to improve your firm’s productivity, help you grow your practice and increase revenue.
• Bank Product Integration – Bank products offer tax pros a multitude of benefits; collecting prep fees direct from your client’s refund, pre-season loans to help with marketing and payroll costs, in-season loans to offset IRS funding delays, the ability to offer your clients cash advances and a variety of disbursement options including debit cards, checks and direct deposit.
• Software Registration – Registering your software can be a lengthy and time consuming process, we take this burden off your hands. Our veteran team of support agents will have your software registered and ready to go before you know it.
• Software Installation – Whether you are a sole proprietor with one computer or multi-location office with mobile preparers our support team will have your software professionally installed long before tax season starts. There’s no need to pay for a local tech to help, save yourself time and money this year.
• EFIN/PTIN Support – The IRS is continually striving to make EFIN and PTIN numbers more secure, often through upgrading security requirements in the e-services portal. Many of our clients get locked out of their e-services account, not to worry our team can walk you through the whole process from EFIN application, fingerprinting suitability test to e-services lockouts.
• Software Conversions – Many of our clients require software conversion which can be a costly process when dealing directly with some software companies. We can handle most software conversion with ease, our agents are comfortable supporting three of the industry’s top software products so it’s a breeze.