Does your tax accountant practice utilize outdated technology or an out-of-date process? You're not alone! With unrelenting tax season pressures, challenging clients and ceiling high stacks of paper, you need a tool that simplifies your workflow and saves time everywhere possible. Enter TaxSwift, the modern practice management suite developed FOR tax accountants BY tax accountants. Tried and tested in small and large practices, it's proven its worth by reducing process headaches, eliminating time wasters and increasing profitability. It can also help lower peak season overload so you can claim some of that work/life balance.
Easy to configure and even easier for you or your staff to operate in.
Secure The Business
Reduce the chance of information breaches or human errors occuring.
Automate Tedious Tasks
Automate tedious tasks that add up to a lot of time and money each year.
Explore the features below to see how TaxSwift can dramatically improve your efficiency and increase profitability.
Progress Tracker Dashboard
A centralized dashboard that helps you guage the status of all of your client projects and keep them on track.
Secure Email Environment
Send emails ONLY to the client you intend to and rest assured your client information is secure and in control.
Automate PDF Security
No more encrypting PDF's manually. Now you can send secured files to your clients with NO PORTAL required.
Old School OR Go Paperless
Support legacy paper systems or evolve your practice with tools to finally move away from paper records.
Automated Client Touches
Easily notify your clients on milestones of their return and never let a client slip thru the cracks again.
Easy of Use
You'll find TaxSwift intuitive and flexible. After all, it was developed FOR tax accountants BY tax accountants. :-)