Let us make your tax
filing simple

  • Get all question answered
  • Do a live walkthrough of the platform
  • Set up a personalized demo at your convenience

Coordinate Your Team

  • Add Your Entire Team

    Add as many team members as you need to manage your filings – there are no limits!

  • Secure Logins for All

    After inviting your staff members, they will be prompted to create their unique credentials for secure access.

  • Defined Roles and Access Levels

    Assign your team members specific roles (Preparer, Transmitter, etc) and customize their level of account access.

  • Group Staff Accordingly

    Organize your staff members based on the clients you’ve assigned them and office locations if you have more than one.

  • Track Staff Activity

    Efficiently monitor and track all staff activities and filing progress from a centralized location.

  • Add a Shared Credit Card

    Keep the payment process simple by adding a single credit card that your team can use at checkout.

    Learn More

Coordinate Your Clients

  • Secure Client Portal

    Provide a convenient way for your clients to review/approve their forms and keep track of their filings
    within a portal.

  • Client Portal Customization

    Customize your portal to match the look of your business with your name, logo, and color theme. Personalize the portal’s URL and automated emails.

  • Comments & Observations

    Your clients can review filing information and share their comments and observations.

  • Client Chat

    Enable smooth and efficient client communication with our portal's exclusive chat feature.

  • Group Businesses

    If your clients have more than one business, there is an option to group these businesses together.

  • Designate Staff for Each Client

    Assign a ‘front-facing’ staff member who is responsible for managing each client’s filings.

  • Online Access Portal Customization

    Your clients can customize their online access portal for their recipients to reflect their branding.

    Learn More

Coordinate Your Reporting

  • Business Filing Summary Report

    Summarizes the filings for each business, offering valuable insights.

  • Credit Usage Report

    Easily track the prepaid credits that have been purchased and used on filings in your account.

  • Postal Mail Report

    View a list of all the recipients that you’ve opted-in to Postal Mailing services for form copies.

  • Online Access Report

    View a list of all the recipients that you’ve opted-in to Online Access services for e-delivery of their forms.

  • Activity Log Report

    Use the Activity Log report to see an overview of the activities that your staff members perform within your account.

  • Staff Member Filing Summary Report

    A report specific to each of your staff members detailing the filings they’ve completed.

  • User-specific Filing Summary Report

    A report specific to each client, detailing the filings that you’ve completed for them.

    Learn More

Connect with
the TaxBandits Team

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

Phone 704.684.4751

Email support@TaxBandits.com

TaxBandits Support