Why MYTAXAPP?
FOR TAX PROS
Increase Profit Margins
Significantly reduce client data collection and file organization time. Repetitive administrative tasks are automated freeing up firm resources to provide higher margin services.
Attract new generation of clients
Younger more tech savvy clients expect and demand a seamless experience for tax preparation. Modernizing your practice is the most effective way to both stay competitive and grow your practice into the future. Explore some wonderful perks and learn more about why the platform is an essential tax preparation tool for existing clients and for the new generation.
Modern secure document collection
Let the once painful task of gathering documents for tax preparation be a distant memory. MYTAXAPP’s integrated data collection functionality gives a channel to upload, organize, and file necessary documentation from various sources. The build in smart tax organizer feature makes completing the required annual data easier and more manageable for your clients thereby increasing interaction and completion rates. It’s like having your robot assistant do the repetitive administration work for you!
Your Complete Tax Solution Built for
Individuals, Businesses, and Professionals
File your taxes faster, safer, and smarter. All-in-one platform for individuals and professionals
Custom Client Portals
Tax preparation isn’t a one-size fits all process. Now you can enjoy a platform that provides clients with custom portals that neatly tailor to their tax filing needs. Communicate better, gather documents effortlessly, and give the process a more interpersonal touch.
Seamless automation
Save on tasks that often would consume too much time and money. MYTAXAPP automates actions such as tax status updates, requests for information, data entry, and much more. Running a tax preparation business would feel like waving a magic wand around the room.
Additional New Features and tools using AI
Our work to create safe and beneficial AI requires a deep understanding of the potential risks and benefits, as well as careful consideration of the impact. We will continuously work to implement AI in the development of new features for both the tax payer and tax pro.
Tax Professional Directory
Our tax professional directory allows you to create your firm’s customizable profile to be included in our directory of tax professionals allowing you to be found by taxpayers searching for a smarter way to prepare their taxes. With our digital solutions you can expand your target market to include taxpayers who want to work digitally and remotely greatly expanding your visibility to potentially millions of new clients both domestically and internationally.
Thomas D, AZ
Richard L, CA
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