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The Online Interactive Tax Organizer provides you with revolutionary new way to collect, share and utilize our clients' tax data. This "next generation" Tax Organizer is a dynamic web application that allows our clients to organize their tax information online, saving you time when preparing their taxes. You and your clients can securely access your client's tax information anytime from anywhere, eliminating the time and expense involved in mailing paper organizers. The Online Interactive Tax Organizer is fully customizable and allows you to securely interact with our clients, right from their secured portal.  This gives our clients the ability to add data to their organizer, and if they don't have all the data at their fingertips, they can come back and add additional information later.

How it works...

Our clients log into their secure, password-protected, online tax organizer to compile, edit and store their tax data whenever it's convenient for them. Our staff can also login and review, edit, print or download the tax data making it easy for our clients and staff to work together.

Completely Customizable
You have the choice of using our standard tax organizer or we can completely customize it to meet your needs. You're in total control. We can create multiple organizers, one organizing Real Estate transactions, one organizing Stock transactions, one organizing interest income, and so on.  It all depends on your tax situation, we can customize the organizers to specifically meet your tax, business and investment needs.

Room To Grow
We can create and store up to 200 Tax Organizers per client. And the Online Tax Organizer allows us to support up to thousands of clients . So you'll always have enough capacity to store as many Tax Organizers as you need.

Find Missing Deductions
The Online Tax Organizer also allows our clients and staff to view and compare last years tax data with this years making it easy to find missing data and deductions.

Be at the Forefront
Having this "next generation" Online Tax Organizer at your disposal save you time, money and gives you peace of mind that your important tax info is properly organized and on time.

Here's a summary of what our clients get with our Interactive Online Tax Organizer(s).

1. Clients can organize their tax data throughout the year at their convenience instead of having to do it all at one time.

2. Provides a central repository of tax data for both our clients and staff that is accessible from anywhere at any time.

3. Reduces data entry errors, because data is typed and can be imported directly into your tax software(s).

4. Saves staff time by not having to enter handwritten tax data into your tax software. * Your tax software must have the ability to import excel or .csv files.

5. Gives you extra time to file the return, because you no longer have to wait for the tax organizer to come in the mail.

6. Easily find omissions by displaying last year's data for comparison.

7. Online Client Registration.

8. Email notification of client registrations and completed tax organizers.

9. Extremely easy to use and customize.

10. Secure 128 bit SSL Environment

Live Demo

Please take a look at this live demo of the interactive tax organizer.

Username: taxclient

Password: password