AccuraTax – Desktop
We have combined all of the most relevant and effective tools, that are needed for a tax enterprise to scale to the next level. Rest assured that each return is accurate, with a verification system that alerts you to any potential snags in processing. Customizable reporting allows you to create any report needed. While our support team invites you to our virtual support center to share your screen for any troubleshooting or assistance needed throughout the season. Everything needed for a successful season is included in one package!
Experience
AccuraTax was founded in 2008 with over 50 combined years of experience in the tax industry
Unmatched Support
Top-tier virtual support allows you to receive direct assistance whenever needed
Features of AccuraTax Desktop
Every year we take hundreds of customer suggestions and work them into our software — because you know the needs of your company better than anyone else. Our goal is to support your success.
Import Client Data
Send a mobile link to clients and import their documents and relevant information directly into the software. No more double data entry. Save time and eliminate errors. Client documents are stored in an archive in the software, for quick review and retrieval.
Bank Product Efficiency
No one wants to wait forever on responses regarding bank products. We have excellent relations with all of the major processing banks in the industry. Up to the minute communication with bank servers ensures that disbursement information arrives expeditiously.
Customizable Reporting
Select from a long list of search criteria and data fields, to construct customized reports, that will allow you a unique insight into the performance of your tax operations. Extract client information from your database to assist with mass communication and announcements.
Remote Services
E-signature services built-in to the software allows you to send return information to the client remotely for them to sign documents. Send client data directly from the software, over to the CRM to complete automated-referrals and advance payouts.
See Your Entire Book of Business
If managing a single office is challenging, overseeing multiple offices can become nearly impossible without the right tools! Eliminate the guesswork from office management, by utilizing a unified portal that automatically updates for all the offices under your umbrella
Spend less time searching for answers. Now all of the information you need to know, greets you as soon as you log into the software.
Benefits of AccuraTax Desktop
There’s a reason why we have a 94% retention ratio with our clients. We provide full support that is unmatched throughout the industry.
Dedicated Virtual Support
Having technical difficulties? Join our Zoom link, for any technical or tax-related inquiries you may experience throughout the tax season
Multi-Lingual Support
We have agents standing by ready to assist in Spanish for our multi-lingual clients. Complete returns in Spanish as well.
Pre-Season Software Training
Need a refresher? We provide training on a weekly basis leading up to the season. Stay up to speed on the latest changes and updates
Integrated CRM
Seamlessly send your clients mass text messages and manage incoming leads, with the ability to assign them to various offices in your organization. Submitted client documents are archived in the CRM for retrieval later on when needed.
Financial Products
Remain competitive with the biggest companies in the tax industry by offering Loyalty Advances during the holidays, as well as pre and post ACK bank products. Build your clientele by establishing a Automated-Referrals program
Industry Leading Rebates
Here at AccuraTax, we believe that our pricing and fees should be competitive with the market. Consult with our sales professionals to determine the best fees and rebates available for you and your sub-offices
Features of AccuraTax Online
Every year we take hundreds of customer suggestions and work them into our software — because you know the needs of your community better than anyone else. Our job is to support your success.
Integrated Bank Products
Bank products, allow your clients to receive a chunk of their refund early. Our integrations enable your clients to subtract your tax preparation fees directly from their refund. This ensures that they won’t have any upfront out-of-pocket expenses when filing with you.
Integrated CRM
Included in the AccuraTax Online Premium and Enterprise package, is a specialized CRM designed by EROs for EROs. Enjoy seamless integration for mass text messaging, call tracking, mobile link, and much more, all on one platform.
Unlimited E-Files
Experience the freedom of preparing and filing an unlimited number of tax returns with your AccuraTax Online software. Our pricing model eliminates per-return charges, allowing you to expand your business without constraints.
Mobile App
Our mobile application empowers you to expand your client base and streamline the tax return process, significantly reducing the time involved. Facilitating secure, and safe sharing of tax information, our app ensures a seamless exchange between you and your clients.
Bank Products up $7,000
Broaden your customer outreach by introducing the Refund Advance service, which is an effective solution, that ensures prompt financial assistance precisely when it’s needed during the crucial tax filing period.
Loyalty Advances and Referrals
Transform your business by extending a loyalty program to all of your clients throughout December, offering up to $1,000 per client. Grow your business by incorporating a comprehensive automated-referrals platform, complete with funding and notifications, to foster growth and engagement.
NEED A CONSULTATION?
Our customer representatives will assist you to understand what we offer for your business goals.