Forms Supported by TaxBandits for Tax Professionals
TaxBandits supports 100+ Federal, State, and Correction Forms that Tax Professionals must file
to maintain compliance
An Exclusive Features for your Team and Clients
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.
- 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.
- Grant each team member a unique login, ensuring secure access and personalized experiences tailored to their responsibilities.
- 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.
- 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
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.
- 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.
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.
Simple Options for Importing your Data
Exclusive E-file Provider
Simple Options for Importing your Data
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.
Learn how TaxBandits can assist you in meeting your filing needs with a live demo.
Flexible Pricing to Fit Your Needs
TaxBandits offers exclusive discounts to tax professionals who require bulk filing for a large number of clients.
Combine payments for various businesses into a single transaction, saving time and reducing costs through bulk filing.
Filing a high volume of forms this tax season? Use prepaid credits to process your forms in batches, saving you time and money!
See why our customers choose us
year after year
TaxBandits - The Smart Business Owners Choice
TaxBandits has truly transformed our filing process, making everything incredibly smooth. Honestly, I wish I had discovered them sooner. This platform makes our communication within the team a lot easier. I couldn't imagine how helpful it was to assign roles to each staff member, which makes my process effortless. Big thumbs up to TaxBandits!
- Judy T, Florida
I just used TaxBandits for filing 1099 forms, and let me tell you, it's a total game-changer! Being a CPA with a busy schedule, efficiency and accuracy are a must, and TaxBandits nailed it. The client portal makes communicating with our clients a breeze, and their delivery of recipient forms has seriously cut down on our paperwork.
- Carolyn C, Texas