Forms Supported by TaxBandits for Tax Professionals

TaxBandits supports 100+ Federal, State, and Correction Forms that Tax Professionals must file
to maintain compliance

TaxBandits for Every Business

An Exclusive Features for your Team and Clients

Team Management

Add Unlimited Team Members

  • Effortlessly expand your team by adding an unlimited number of members to your account at no extra cost. Streamline collaboration and enhance productivity.

Access Control

  • Assign diverse roles such as assigner, preparer, and transmitter, and control their access levels. Give your staff the freedom to efficiently manage their assigned businesses.

Unique Logins

  • Grant each team member a unique login, ensuring secure access and personalized experiences tailored to their responsibilities.

Segmented Work

  • Effectively segment the work of each team member, creating a structured and organized workflow for seamless collaboration.

Track and Manage Activities

  • Easily monitor and manage the activities of your team members. Stay informed about their roles and contributions.

Demographic Grouping

  • Group your team members based on demographics, facilitating organized filing and strategic allocation of resources.

Shared Credit Card

  • Simplify financial transactions with one shared credit card across the team. Enhance financial efficiency without the hassle of multiple cards. Learn More
Team Management
Client Management

Client Management

Real-time Client Communication

  • Utilize the Client Portal for seamless, real-time communication. Eliminate reliance on third-party channels, saving time and enhancing security for your clients.

Client Dashboard

  • Offer a dynamic and user-friendly experience with a Client Dashboard. Consolidate relevant information to provide clients with a comprehensive view of their status.

Custom Email Notification

  • Enhance communication with clients through customized email notifications. Ensure that your messages align with your brand and provide a personalized touch.

Custom Online Access Portal

  • We go beyond customization, tailoring the online portal with your custom logo, URL, and more. Create an experience that resonates with your brand identity and enhances client engagement.

Reporting

Business Filing Summary Report

  • Gain insights into each business filing progress with a comprehensive Business Filing Summary Report. Monitor key metrics and track the status of your filings efficiently.

Postal Mail and Online Access Report

  • Stay informed about recipient copy delivery with a report detailing the usage of postal mail and online access. Get the overview of each business recipient copies status.

Staff Member Filing Summary Report

  • Effortlessly manage your team's contributions with a Staff Member Filing Summary Report. Track individual performance and ensure a cohesive workflow.

Credit Usage Reports

  • Monitor credit usage seamlessly with detailed Credit Usage Reports. Stay in control of your financial transactions and optimize resource allocation.

Activity Log Report

  • Keep a thorough record of all activities with an Activity Log Report. Enhance accountability and transparency within your team by reviewing a comprehensive log of actions.

User-Specific Filing Summary Report

  • Tailor your reporting to individual user needs with a User-Specific Filing Summary Report. Provide personalized insights to each team member for optimized performance.
TaxBandits all-in-one platform

Simple Options for Importing your Data

Sage Partner

Exclusive E-file Provider

Excel
xero
ZohoBooks
intuitquickbook
FreshBooks

Simple Options for Importing your Data

Sage Partner
Excel
Xero
Zoho
Freshbooks
Quickbooks
TaxBandits for Every Business

Industry-leading Data Security Protocols

  • Data Security is our top priority. We have firm protocols in place for safeguarding our clients' and recipients' data.
  • All data, including Personal Identifiable Information (PII) is encrypted and stored in a secure HIPPA Compliant server.
  • TaxBandits servers are HackerProof and COMODO Certified, preventing any unauthorized access.
  • TaxBandits is an AICPA SOC 2 Certified Provider.
  • Easily add another layer of security to your account with multi-factor authentication.
TaxBandits Data Security Protocols

Learn how TaxBandits can assist you in meeting your filing needs with a live demo.

TaxBandits for Every Business

Flexible Pricing to Fit Your Needs

Bulk Pricing

TaxBandits offers exclusive discounts to tax professionals who require bulk filing for a large number of clients.

Consolidated Payment

Combine payments for various businesses into a single transaction, saving time and reducing costs through bulk filing.

Prepaid Credits

Filing a high volume of forms this tax season? Use prepaid credits to process your forms in batches, saving you time and money!

Our Customer Success Story

A Leading International Audit and Tax Advisory Firm

Leading International audit and tax advisory Firm eases off their 1099 filing process
with TaxBandits.

Read more
TaxBandits Redefines 1099 Filing for a Leading Accounting Firm

Precision and Ease: TaxBandits Redefines 1099 Filing for a Leading Accounting Firm

Read more

See why our customers choose us
year after year

TaxBandits - The Smart Business Owners Choice

Connect with
The TaxBandits Support Team

Our team is here to help you by phone, email, and live chat

Phone 704.684.4751

Email support@TaxBandits.com

TaxBandits Support
TaxBandits for Every Business

Success Starts with TaxBandits

The Smart CPAs Choice