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Professional Tax Software

Make a move to the fastest, easiest, and most efficient income tax software. Specifically created for tax businesses that specialize in offering quick and accurate tax returns.

Franchise Program

Whether you are a small office or a large processor we have incentives and products proven to help grow and strengthen your business.

TAX INDUSTRY LEADING SOFTWARE

 

Taxology includes everything you need to make your tax preparation business successful. Taxology clients have their own dedicated software consultant who will work with them throughout the tax season to assist with tax preparation and software support.

 

Taxology also offers a full range of bank products that can be used to ensure an exceptional customer experience. Clients can receive their refunds quicker and easier choosing from direct deposit, in office check printing, as well as prepaid VISA/MasterCard options.

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We are the perfect partner for you!

Let us show you how we can help you grow your business
 
  • Use our software as a marketing tool to showcase all your services
 
  •  Earn residual income
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  •  Extra stream up income
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  •  Learn how to get free software

Electronic Signature Pads

 

Meet government disclosure requirements, minimize preparation errors and save money by reducing the amount of paper used and stored each tax season. With Electronic Signature Pads, the taxpayer's digital signature is securely bound to the document for which it was intended. 
(Paperless Office Solution)

Handheld Scanner

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• Scan and store taxpayer source 
  documents 


• Capture valid forms of taxpayer
  identification


• Access electronic copies of existing 
  files from your PC

TextLink

 

Improve efficiency by communicating with clients via text messaging. Send a message to client cell phones directly from our professional tax software.

 

Notify taxpayers, either individually or 
as a group, that their checks are ready.

Tools and Features

Industry leading innovations for your high-volume retail tax preparation business.

Bring your tax office closer to your clients. With your own branded app, your clients can easily get directions to your office, contact information and schedule appointments.

 
Additionally, they can send you their tax return information, along with pictures of tax documents, that can be seamlessly imported into Taxology Software. 
 

All from their mobile device! 

SEAMLESS SOFTWARE INTEGRATION

GROW YOUR BUSINESS BY INCREASING YOUR CUSTOMER BASE AND TAX SEASON REVENUE 

ADVANTAGES OF HAVING A MOBILE APP & WEBSITE

In today's business world, it's expected and critical to have a web presence. Therefore Taxology Software offers its clients a fully functional customized website.

AVAILABLE 24/7
BOLSTER AD CAMPAIGNS
TARGET PROSPECTS
EDUCATE CUSTOMERS
PROVIDE CREDIBILITY
INTEGRATED WITH APP
5 Minute Tax Return
Paperless Office
Remote Signature

The future is here! 
Take a look at how our innovations will change the way you do business

Built-in Document Manager

SAVE MONEY WITH OUR PAPERLESS OFFICE SOLUTION

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• Easy access to client documents, from within the tax return.

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• Reduce expenses on paper, toner, and filing.
 

• Documents signed via Signature Pad or Remote Signature stored automatically.
 

• Stores scanned documents from the handheld scanner, mobile app imports, or 
  imports from existing scan folders.

 

• Improve efficiency by communicating with clients via text messaging. Send a

  message to client cell phones directly from our professional tax software.

 

• Notify taxpayers, either individually or as a group, that their checks are ready.

Remote Signature Feature

Expand the reach of your business.

 

Taxology Software customers now have the ability to request a remote signature from a non-present taxpayer and/or spouse at the time of tax return completion.

 

After authenticating their identity, the taxpayer/spouse can review a PDF of the tax return and sign it using their mobile device!

Why choose Taxology as your franchise opportunity?

  • Industry leading support & incentive programs

  • Onsite & Phone support

  • Technology such as bar code scanners and electronic
    document filing

  • Marketing & products to gain a competitive edge in your
    community.

  • Excellent Customer Service

  • "Down to Earth" organization with an appetite for growth!

Taxology

Franchise Program

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