TaxBandits PRO Features
Elevate your Employment, Payroll Tax Filings and BOIR with TaxBandits
Client Management - Stay Connected with your Clients
- Avoid multiple tools and subscriptions. Manage all client filing processes, from data uploading to filing with the agencies and tracking the status, in one place.
- A portal that enhances client collaboration and provides a personalized filing experience while streamlining information exchange.
- Enable your clients to review filing information and share their comments and observations directly within the portal. This will ensure clear and documented communication.
- Customize your portal with your brand name, logo, favicon, and color theme to enhance your brand identity. You can also customize the portal's URL and automated emails to reflect your business aesthetic.
- You can fully customize the email address, including the domain name. This will enrich your brand identity with every client's communication.
Manage all your Clients in One Place
- Avoid multiple tools and subscriptions. Manage all client filing processes, from data uploading to filing with the agencies and tracking the status, in one place.
BanditConnect (Client Portal)
- A portal that enhances client collaboration and provides a personalized filing experience while streamlining information exchange.
- Enable your clients to review filing information and share their comments and observations directly within the portal. This will ensure clear and documented communication.
Client Portal Customization
- Customize your portal with your brand name, logo, favicon, and color theme to enhance your brand identity. You can also customize the portal's URL and automated emails to reflect your business aesthetic.
Email Customization
- You can fully customize the email address, including the domain name. This will enrich your brand identity with every client's communication.
Team Management - Boost Efficiency with your Team
- Feel free to add as many teams as you need to manage your filings, with no limit on the number of users. Invited team members will create their own unique login credentials to ensure secure access and protect sensitive information.
- You can assign specific roles to each staff member, such as Preparer, Approver, & Transmitter. Additionally, you can customize the level of access each member has, allowing you to control who can view, edit, or transmit filings.
- You can group your team based on different criteria, such as clients or office locations, and monitor all staff activities and filings from a centralized location.
- Streamline the payment process by adding a single credit card to the account for your team to use at checkout. This eliminates the complexity of managing multiple payment methods and ensures a more efficient payment process.
All-Inclusive Team Access & secure Logins For All
- Feel free to add as many teams as you need to manage your filings, with no limit on the number of users. Invited team members will create their own unique login credentials to ensure secure access and protect sensitive information.
Defined Roles and Access Levels
- You can assign specific roles to each staff member, such as Preparer, Approver, & Transmitter. Additionally, you can customize the level of access each member has, allowing you to control who can view, edit, or transmit filings.
Group your Team and Track Staff Activity
- You can group your team based on different criteria, such as clients or office locations, and monitor all staff activities and filings from a centralized location.
Single Credit Card for Team Use
- Streamline the payment process by adding a single credit card to the account for your team to use at checkout. This eliminates the complexity of managing multiple payment methods and ensures a more efficient payment process.
Maintain & Track your Reports Seamlessly
TaxBandits Automated Reports provide tax professionals with real-time, accurate insights effortlessly.
Filing Summary Report
Gain valuable insights into each business's compliance and operational status with our comprehensive Business Filing Summary Report, offering a detailed overview of
all filings.
Credit Usage Report
Allows you to easily monitor and manage prepaid credits used for submissions, ensuring transparency and efficient financial management.
Postal Mail Report
Displays a list of recipients who have chosen to receive postal mail services, allowing for tracking and compliance with physical document delivery requirements.
Online Access Report
The TaxBandits Online Access Report empowers you by efficiently managing the electronic delivery of tax forms, providing a detailed list of recipients who chose to receive their tax forms electronically.
Activity Log Report
Provides a summary of staff activities in your account, improving transparency, security,
and accountability
User-Specific Summary Report
The User-specific Filing Summary Report offers a detailed overview of each client's completed filings, ensuring precise and transparent client service delivery.
Ensure Compliance with TaxBandits Solutions
Tax Form Filing
Streamline your e-filing of 94x, 1099, W-2, 1095, W9 and more
TaxBandits is the leading e-file provider for Payroll and Employment forms, providers a comprehensive solution for maintaining compliance
BOI Reporting
Accurate, Simple, Secure Online BOI Filing Solution
TaxBandits, a one-stop BOI filing solution for law firms, CPAs, Register agents and small businesses to stay compliant with FinCEN regulation
W-9 Manager
Easily Complete, Request, and Manage W-9 Forms
You can request W-9 / W-8BEN / W-8BEN E forms from your vendors / contractors / employees, and collect and manage them securely in one place.
Request a Customized Demo
Let’s simplify your tax filing process together! Request a demo from our team and we will reach out to schedule a personalized demo.
Simplify Compliance,
Maximize Revenue
Explore New Opportunities for Maximizing Revenue
Whitelabel solution
- Use our white-label option to rebrand our filing solution as your own, giving you full control over branding while benefiting from our advanced technology.
Referral program
- Boost your revenue with our referral program. Integrate your TaxBandits referral link into your website or share it directly with your clients.
API Integration
- Integrate our API with your system to enhance your services and expand your reach. Add value to your offerings.
Connect with
the TaxBandits Team
Our team is here to help you by phone, email, and live chat
