Branded To Your Office
- Multiple design templates to choose from.
- Clients get easy access to enter return information, contact your office, look up staff, or schedule appointments.
- Additional links and navigation in the hamburger menu.
Tax Mobile App
A branded taxpayer app for return intake and documents.
Our Tax Mobile App gave tax offices a branded way for taxpayers to start a return, capture documents, book appointments, and reach the office, while acting as a brochure for the business.
This product is being sunset
We are no longer enrolling new offices on the current Tax Mobile App. We continue to support existing customers through the transition, and we are evaluating a next-generation replacement. If you rely on the app today, or want to talk about what comes next, please get in touch.
9:41
Return
Appointments
Staff
Contact
What the app provided
For reference, and for the offices we continue to support through the transition, here is what the Tax Mobile App delivered.
The Return Section
- Scan a driver’s license barcode to automatically pre-fill fields and save time.
- Fields and captured images are submitted to the app server.
- Data can be automatically retrieved by the tax software.
Appointment Setter
- Clients schedule appointments within the staff and time parameters you define.
- Supports other third-party web calendar services.
Staff Section
- Pictures, bios, and contact information make your business feel personal.
- A way to differentiate from national franchises and other competition.
The Contact Section
- Include images of your office or a custom background from our design team.
- Integrated map navigation and one-touch access to call and email.
Built To Grow Referrals
- Imports client data, documents, and images into the tax software.
- Links to your social media and website pages.
- Data stored securely and easy for clients to share with friends and family.
Training archive
The Tax Mobile App training videos and materials remain available for the offices we support.
Wondering what replaces it?
We are evaluating a next-generation app. If a taxpayer-facing mobile experience matters to your practice, we want to hear how you use it.