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- Easy to use software, everything is accessible from one console!
- Inclusive package for one low cost with no extra unexpected costs.
- Security you can control allowing you to only give access to your account by approved IP address.
- Website Security measures you can trust with OnLine Taxes.
- Valuable Reporting Features giving access to utilize both standard and custom reports.
- Convenient access to both state and federal forms & publications for current and prior years.
- All 41 states + DC are supported, including resident and nonresident state returns
- Nothing to download!
Professional Suite of Tools
- Minimize your paper trail with the OLTPRO Document Manager
- Scan documents directly into client folders
- E-mail and import essential client documents
- Allowing you more effective and efficient filing options
- Scheduler Tools for organization and time management.
- Includes valuable reporting tools
- Quickly and easily set up office hours and calendar
- See all appointments at a glance
- Easy Client Lookup and Records Database.
- Quickly locate any client's return by using various lookup options
- Instant reviews and status reports on every return
- Set alerts to client's records for quick reminders
- Easy to understand Efile and Status Reports.
- Quickly find out the efile status of your clients.
- Ability to transmit in batches to the IRS
- Generate lists of incomplete, queued, transmitted, accepted and rejected returns
- Professional Letters and Mailing Labels
- Incorporate your company letterhead for a professional look
- Utilize both custom and standard letters, invoices, and other correspondence
- Easily and professionally print mailing labels for a polished look
- Payment Tracking
- Ability to offer Bank Products through Santa Barbara Bank & Trust (SBBT)
- Ability to track client payments
- Ability to track pricing changes
