Software Features

Elevate your tax business to new heights with the features offered by AccuTax

Enhance the efficiency of your office operations and significantly reduce the time required for each tax return. This translates to increased productivity and more time to focus on providing top-notch service to your clients.
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Elevate your tax business to new heights with the features offered by AccuTax

Enhance the efficiency of your office operations and significantly reduce the time required for each tax return. This translates to increased productivity and more time to focus on providing top-notch service to your clients.

Software Features

AccuTax stands at the forefront of industry innovation, recognizing the pivotal role that software features play in tax software. With AccuTax, you gain access to an extensive array of features designed to optimize your efficiency and minimize the time spent on each tax return.

AccuTax Software is designed with tools to make tax preparation as favorable and easy as possible for tax professionals. In turn, you can provide the best quality of service you can to your clients.

RETURN RESTORE

Automatically backup tax returns and other documents to the AccuTax Central Site storage servers

RETURN RETRIEVAL

Retrieve any returns you have submitted to our Electronic Filing Center before transmission to the IRS

Accutext

Communicate with your clients through text messages with ease, directly through our software

ACCUCALL

A cloud-based phone system for your tax office. AccuCall integrates seamlessly with AccuTax, allowing you to stay in touch with your customers and have all of their information at the ready at every stage of the call

ACCUPROMPT

AccuPrompt reduces your time spent answering inquiries about taxpayers’ return statuses and eliminates their frustration of being on hold waiting to hear a status update

ACCUTAB

AccuTab is the envy of all of software competitors. The AccuTab can be used as a tablet or an actual PC. The AccuTab is preloaded with the Desktop version of AccuTax. The windows base tablet can be used for other computing.

Launch Pad
With Launch Pad, you always know where you are and what you need to focus on for the day. Launch Pad allows you to see your progress over the past 360 days, so you always have access to a broad overview of where you are and what you need. From there, you can hone in on any specific tasks that you’ll need to focus on, greatly simplifying your workflow and operations.
Interviewer Mode
Interviewer mode allows you or your employees to easily gather tax return information even with minimal knowledge of the tax industry as a whole. This mode allows you to answer a series of simple questions, after which we’ll populate whichever tax forms you need. This is in contrast to our direct forms-based mode, and can help make completing complex tax forms a breeze.
Quick Estimator
Our Quick Estimator tool allows you to quickly provide your customers with estimates about their tax return amounts. Although the full amount of a tax return can only be known for sure once it’s completed in full, having this estimate is a great service that many customers look for before they begin their return.
Quick Diagnostic
Calculator
The Quick Diagnostic Calculator gives you an extra safety buffer before you submit your return to the IRS or State Agency. This tool will check every return for errors before they’re sent to the IRS, saving you time and money in the process. It will look for inconsistencies and accuracy errors, so you can reduce e-filing errors to a minimum.
Quick Refund Status
The Quick Refund status tool offers you a way to always have any return status handy. Whether you’re getting calls from your customers who want this information or just want to stay on top of returns that seem to be taking longer than they should, you’ll be able to check the status of any return immediately. You can even check the status of one return while working in another.
Reporting
Reporting can be a huge benefit to your business, giving you the details that you need to fully optimize your business. Our award-winning reporting module can help you get any information you need about your company’s past performance, so you can know the best ways to move forward in the future. Although our module has everything most companies need, we can also work on custom reporting specific to your needs.

We make sure you are the most qualified person
to prepare tax returns

We make sure you are the most qualified person
to prepare tax returns

Our features improve tax preparation office efficiency and
significantly reduce time spent on every return
Launch Pad

Have an overview on what you need to focus on today’s date.

Interview Mode

Easily gather tax return information by answering series of simple questions.

Document Manager

Scan and upload tax return documents in a secured cloud drive.

Quick Diagnosis

Checks every return for errors before sending to the IRS or State Agency.

Reporting

Get the details you need with the reports feature and designed and customized based on your report preference.

E-Filing

Easily electronically file tax returns to the IRS and State Agency and get

Refund Products

Offer bank products to your clients to easily get their money through bank products instead of waiting for the tax refund in their mail or bank account.

Text Message

Communicate faster with your clients through our text messaging feature.

Remote Signature

A convenient way for your clients to sign their tax return without having to travel and visit your office.

Mobile App Integration

Brand your own mobile app with your own logo and have your clients conveniently start their tax returns basic information and upload documents through the mobile app.

Email Return

Easily and securely send a client’s tax return copy to their email through the software.

Link Plus

In a remote work setup, Link Plus allows each tax professional to be equipped with their own software, enabling seamless transmission of tax return data to the main central office.

Quick Help

Have questions about the software? Use Quick Help to find the answers you’re looking for.

Office Linking

Access all your offices with a single login through AccuTax’s office linking solutions, which simplify tax preparation across multiple office locations, making collaboration effortless for businesses with multiple branches.

Quick Status

Get client’s tax returns status by simply utilizing Quick Status Feature.

Client Portal

Delivers an uncomplicated, centralized platform for handling tax documents and engaging with your clients. We offer a well-structured and secure environment for sending and receiving tax documents, addressing client inquiries, remotely signing returns, and much more.

Taxpayer Profile

Create taxpayer profile and save time processing client’s tax returns with specific forms they must file.

Quick File

Enter specific forms you need to complete when working on your client’s tax returns inside the software.

Preparer Permission

Limit your tax preparers’ access in your office by setting up their preparer’s permission.

Forms mode

Forms mode allows seasoned tax professionals to go directly to the tax forms without having to answer a series of interview questions.

Bilingual Software

Bilingual Feature allows tax professional to use Spanish language when dealing with Spanish Speaking clients.

Refund Calculator

Refund Calculator gives your clients their estimated tax refunds without having to enter their actual tax return into the software.

Prior Year Comparison

Compare a previously filed tax return of a client with their current year tax return using this feature.

Training Module

Get yourself familiarized with our software using our training module without having to work on live returns.

Schedule Transmission

Schedule transmission allows tax professionals to set a specific time to transmit all queued returns to prevent accidental transmissions of returns to the IRS in case a taxpayer forgets to add any tax documents they missed to provide initially.

Bilingual Software

Bilingual Feature allows tax professional to use Spanish language when dealing with Spanish Speaking clients.

Refund Calculator

Refund Calculator gives your clients their estimated tax refunds without having to enter their actual tax return into the software.

Prior Year Comparison

Compare a previously filed tax return of a client with their current year tax return using this feature.

Bilingual Software

Bilingual Feature allows tax professional to use Spanish language when dealing with Spanish Speaking clients.

Refund Calculator

Refund Calculator gives your clients their estimated tax refunds without having to enter their actual tax return into the software.

Prior Year Comparison

Compare a previously filed tax return of a client with their current year tax return using this feature.

Bilingual Software

Bilingual Feature allows tax professional to use Spanish language when dealing with Spanish Speaking clients.

Refund Calculator

Refund Calculator gives your clients their estimated tax refunds without having to enter their actual tax return into the software.

Prior Year Comparison

Compare a previously filed tax return of a client with their current year tax return using this feature.

Bilingual Software

Bilingual Feature allows tax professional to use Spanish language when dealing with Spanish Speaking clients.

Refund Calculator

Refund Calculator gives your clients their estimated tax refunds without having to enter their actual tax return into the software.

Prior Year Comparison

Compare a previously filed tax return of a client with their current year tax return using this feature.

Bilingual Software

Bilingual Feature allows tax professional to use Spanish language when dealing with Spanish Speaking clients.

Refund Calculator

Refund Calculator gives your clients their estimated tax refunds without having to enter their actual tax return into the software.

Prior Year Comparison

Compare a previously filed tax return of a client with their current year tax return using this feature.

Bilingual Software

Bilingual Feature allows tax professional to use Spanish language when dealing with Spanish Speaking clients.

Refund Calculator

Refund Calculator gives your clients their estimated tax refunds without having to enter their actual tax return into the software.

Prior Year Comparison

Compare a previously filed tax return of a client with their current year tax return using this feature.

Bilingual Software

Bilingual Feature allows tax professional to use Spanish language when dealing with Spanish Speaking clients.

Refund Calculator

Refund Calculator gives your clients their estimated tax refunds without having to enter their actual tax return into the software.

Prior Year Comparison

Compare a previously filed tax return of a client with their current year tax return using this feature.

Bilingual Software

Bilingual Feature allows tax professional to use Spanish language when dealing with Spanish Speaking clients.

Refund Calculator

Refund Calculator gives your clients their estimated tax refunds without having to enter their actual tax return into the software.

Prior Year Comparison

Compare a previously filed tax return of a client with their current year tax return using this feature.

Refund Calculator

Refund Calculator gives your clients their estimated tax refunds without having to enter their actual tax return into the software.

AccuTax software has many other features that can help make your tax business as easy and simple as possible
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AccuTax software has many other features that can help make your tax business as easy and simple as possible
Get Started Now

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Struggling To Find The Right Software Features For Your Business?

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    11500 Northwest Freeway Suite 305 Houston, Texas 77092

    AccuTax Software Solutions is a leader in income tax preparation software. Our innovations have helped thousands of businesses file countless returns, and our high-quality software and focus on innovation are always centered on your needs as a tax professional.
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