Why Choose Us?
Grow Your Tax Business With A Trusted Partner
With MyTAXPrepOffice, you can be confident that you are working with a reliable and accurate tax software solution with simple, but powerful productivity tools aimed at making tax preparation fast and easy.
COMPLETE MOBILITY
With no networking or downloads required, you can move seamlessly from the office to home. Work from anywhere, anytime, on any device. Our software runs on a browser so your work stays synced on all your logged-in devices.
COST SAVINGS
Enjoy a flexible and cost-effective solution for your business. Spending money on unnecessary hardware is over. Working from anywhere means no longer having to invest in utilities, IT staff, or office space to grow your business.
DATA SECURITY
Our cloud-based program was created with online data protection at the forefront of its development. Data is secure both in transit and at rest, with best in class TLS/SSL encryption and 256-bit AES encryption for data storage.
Tax Software Built For Your Business
Striving to be the best means that each year we collect feedback from our customers and develop new productivity tools to meet your needs. Enjoy powerful features built to help your business succeed.
CLIENT PORTAL
MyTAXPortal allows you to enjoy quick and easy two-way communication with your clients in a secure environment branded with your logo. Our free client portal allows you to:
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Gather personal and tax information
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Exchange important documents
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Send tax returns for review
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Request signatures remotely
SPANISH FEATURES
MyTAXPrepOffice allows you to set up your bilingual tax office with the following Spanish features:
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Enjoy a free product demo with one of our knowledgeable Spanish sales experts to find the best plan for your business
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Our bilingual support staff can help answer questions in English or Spanish
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Print all available IRS forms in Spanish
AFTER-THE-FACT PAYROLL
MyTAXPrepOffice gives you the ability to increase your service offerings by providing Federal year-end compliance form processing. Our seamlessly integrated After-the-Fact Payroll feature allows you to:
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Record your clients’ payroll values for compliance reporting and additional purposes using Form 940 and Form 941
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E-file both the Form 940 and Form 941
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E-file 1099-MISC, 1099-NEC, and W-2 forms making this a valuable tool to add revenue to your bottom line.
INTEGRATED BANK PRODUCTS
We work with four trusted partners to give you the freedom and flexibility to find the best option for your clients.
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Choose a bank from the Financial Products widget on the Dashboard
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Complete the bank application within the software
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The information will flow directly into the return.
Simple but powerful tools you’ve come to know and love
All the user-friendly tools you’ve come to expect from MyTAXPrepOffice are still available with the best plan options at the most affordable prices in the industry.
NAVIGATION MENU
The left-side menu offers quick links and easy access to all the functions you need to set up your office, set your preferences, complete bank enrollment, use the client portal, print reports, and finish a tax return in record time.
FREE SIGNATURE PAD APP
Capture your client’s signature in the cloud on your Apple or Android mobile device and access the signature in MyTAXPrepOffice.
SUMMARY INVOICES
Generate a simple invoice for clients who do not need an itemized list of charges. Save time by making your billing process quick and easy.
INSTANT FORM VIEW
A revolutionary new way to preview a tax return! Open the tax return in Instant Form View to see the actual form populating in real-time with the data you enter. Instant Form View can be opened on a second screen on your desktop or on any mobile device allowing you or your clients to preview work as it’s happening.
FAST CLIENT LETTER PRINT SPEEDS
Our login screen gives you tips, alerts, and tax news at a glance before logging in. It’s a quick and convenient way to get all the important tax information you need to be prepared for your day.
QUICK CONVERSION
Use our easy-to-follow conversion screens to quickly convert client returns from your old tax program.
TEXT MESSAGING
Send quick, one-way text messages to your clients directly from the return workspace to request forms, information, or get questions answered.
FAST PRINT PREVIEW
With no PDF download required, quickly see a print preview of how your return will print right in your browser. Great for client review of returns in the office.
INFORMATIVE LOGIN SCREEN
Our login screen gives you tips, alerts, and tax news at a glance before logging in. It’s a quick and convenient way to get all the important tax information you need to be prepared for your day.
THE FIRST FULLY CUSTOMIZABLE DASHBOARD
Introducing the first totally configurable Dashboard you can customize to flow effortlessly with your personal preferences and work habits. Hide widgets you don’t want to see, select each widget’s location, customize the layout, and change colors to highlight your favorites. The configurations and possibilities are endless!
Complete Mobility
Our cloud-based technology allows you to work from anywhere, at any time, on any device. Log in on your PC, Mac, tablet, and phone running operating systems including Windows, iOS, or Android. Work on returns, e-file, and answer client questions at the office, on the go, or at home.
Our software runs on a browser, so your work stays synced on all of your logged-in devices. As an IRS approved software developer and transmitter, you can be sure that all your data is secure wherever you happen to be working today.
Expert Support
With the shortest hold times, superior training resources, and help topics intelligently integrated into the software, our clients get the tax software help they need, when they need it.
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1-on-1 training with a MyTAXPrepOffice expert
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24/7 support at your fingertips with answers to 4,000+ FAQS in the Solution Center
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Extended support hours during tax season
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Live chat
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Phone support with a Customer Success Specialist
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Spanish support available
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Live webinar trainings in English and Spanish
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Extensive library of training videos available
