Professional Tax Software for Tax Offices

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Tax Office Owner benefits:

• Hire/ Add  Preparers to the Team
• Option to have  Tax Office Owner Fees built in to the software and to be Paid Directly to the Tax Office Owner.
• Have the Tax Office Owner Logo on the Preparer facing Software.

Tax Preparer benefits:

• Option to have Tax Preparer's Keep 100% of the Tax Prep Fee - Paid Directly to the Tax Preparer.  
• Allows for Lower Costs to the clients
• Have the Tax Preparer Logo on the Customer facing Mobile App.
• Mobile App integrated into the software for client to initiate the Tax Return and communicate directly with Tax Preparer
• Capture Mobile Signatures and Upload Tax Docs directly into the Software for the current Tax Year

CLICK HERE TO GET A DEMO OF THE SOFTWARE

Once you purchase a Software package, you will have the opportunity for reduced rate on our Biz-In-A-Box and Exclusive Tax Preparer Training - For your entire team or Just for you. 

Even you didn't buy our software, you can still buy our training suite!

The Tax Preparer Training Includes:

• How to Apply for your PTIN
• The basics of tax preparation
• How to use the tax software
• IRS compliance
• 15 IRS CE on Tax laws, Ethics, etc (with the option to report under your PTIN)
• Bank Product Compliance Training
• Free Marketing Training and Tools
• AFSP Course Completion Option
• and Much More

WebbCFS Tax Office A La Carte' Services:

• Full Tax Office System Build Out & Automations
• EFIN Application Assistance
• Full Season Mentorship
• Full Season Coaching
• IRS Compliance Audit Assistance
• Payroll/Invoice Services
• Client Intake/Software Input Service