Designed specifically for tax professionals:
Our customers rely on our software to deliver what they need most
Work in progress
Instant status of returns, acknowledgements, and rejects.
Point-and-Shoot
This software feature takes you directly to errors for quick fixes.
Make a move to the fastest, easiest, and most efficient income tax software created for all tax businesses that specialize in offering quick and accurate tax returns.
Built-in Document Manager
Save Money with our Paperless Office Solution
- Easy access to client documents from within the tax return.
- Reduce expenses on paper, toner and filing.
- Documents signed via Signature Pad or Remote Signature stored automatically.
- Stores scanned documents from handheld scanner, mobile app imports, or imports from existing scan folders.
Experience it for yourself!
TAXMA Sales Ph 1888-72-TAXMA
A simple and convenient process
Get a secure and effective solution to grow your business next tax season.
Taxpayers find themselves too busy or too far away from your tax office, but that shouldn't stop you from helping them with their tax return. We provide the ultimate solution that is both convenient and secure for the taxpayer and your tax office. Get your branded mobile application that is integrated with TAXMA Tax Software.
Tax Return
Securely get the taxpayers information and documents from anywhere in the U.S. Our app uses data an image encryption to secure the taxpayers private information.
Live Chat
Taxpayers can get answers to questions from their tax preparer in real-time directly from the mobile application.
Appointment
Taxpayers can easily setup and appointment via the app to schedule to stop by the office.
Business Solutions
Small business taxpayers can capture, track and save their receipts/expenses, mileage, and more. You have access to everything you need to file their taxes more efficiently.
Multi-office configuration
You can setup the mobile application to send the data and documents directly to any of your offices and tax preparer in your organization.
Import
Securely import your taxpayer's data and documents into the TAXMA Software with ease.
* Taxpayers will search for your business on Apple App Store and Google Play Store to download your branded tax mobile app. An Apple account for your business will be required, our company will assist you with creating the Apple account.
Remote Signature Feature
Your clients can sign their tax documents on their mobile device! Expand the reach of your business.
How it Works
When signing a tax return or bank application, select RemoteSign.
After the tax preparer clicks RemoteSign, the Remote Signature Options screen pops up asking which method the taxpayer/spouse would like to use to sign the tax return (based on information collected in the Client Data screen).
The taxpayer receives a text message or email (based on their selection) with a link to validate their identity.
The taxpayer validates their identity with:
- Last 4 digits of SSN
- Date of Birth
- Last Name
Handheld Scanners
Improve efficiency and accuracy while saving time preparing tax returns. TAXMA's built-in support for certified handheld scanners scans and stores a photocopy of taxpayer documents as you move towards a paperless office.
Electronic Signature Pad
Electronic signature pads provide a quick return on investment through significant time savings, copying of documents, and filing for future access on each tax return. Additionally, they save money by reducing paper usage & storage.
TextLink™
TextLink is an integrated text messaging service within TAXMA Software. Using TextLink or TextLink Plus, high-volume tax preparation offices are able to send a text message to taxpayer cell phones directly from the software.