Everything your office needs to run tax season

Tools for your customers, tools for your team, and reporting for every location, all in one professional tax program.

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For your customers

  • Branded mobile app

    Your customers download an app with your logo on it, so the experience feels like your office from the first tap.

  • Paperless office

    Customers scan, sign and upload their documents from their phone. No more chasing paperwork.

  • Bilingual support

    Serve more of your community with bilingual support as a value-added service.

  • Identity theft protection

    Offer identity theft protection so your clients feel looked after well beyond filing day.

For your office

  • Client Status List

    See where every return stands at a glance, search any client, and never lose track of where you are.

  • Cloud reporting

    Real-time data and instant reports direct from the cloud. No more waiting for reports.

  • Multi-office management

    Monitor every location from one place and track how each of your offices is performing.

  • Simple to switch

    Coming from another software vendor? Our team makes the transition simple and supports you through the season.

Built into your dashboard

Everything you reach for during the season sits on one main menu.

  • Message CenterKeep client conversations in one place
  • Rejected ClientsSpot rejections and fix them fast
  • Review ReturnsSee returns waiting for review
  • Import App UsersPull clients in from the mobile app
  • TransmissionsTransmit returns to the IRS
  • ReportsAcks, mailing labels and bank reports
  • Refund CalculatorGive clients a quick estimate
  • Consent formsConsent to Use and Disclosure, built in
  • IRS resourcesPublications, forms and mailing addresses
  • Training videosGet your team up to speed quickly
The Tax Check Pro main menu

See it for yourself

Book a live demo and we’ll walk you through the software and the mobile app.

Schedule a demo