The Ultimate 94x Filing Software:
Tailored for Tax Professionals

Smarter Client Management

• Centralized Dashboard

  Track filings, signatures, and client activity from a single, organized
  view—no more switching between spreadsheets.

• Secure, Branded Client Portal

  Give clients a professional, trusted space to communicate and collaborate.
  • Customize the portal with your logo, theme, and URL.
  • Share forms and collect e-signatures quickly.
  • Keep clients informed with real-time communication

Customization That Elevates Your Brand

• Add Professional Touch

  Every message you send reinforces trust—make sure it looks like it came from you, not just software.

• Personalize Emails

  Customize the sender name and ‘from’ address of the emails sent from TaxBandits to reflect your
  brand identity.

• Branded Cover Letters

  Send filed returns with a customized cover letter featuring your logo and notes to strengthen client trust and showcase your firm’s identity.

Powerful Team Management for
Growing Firms

• Onboard Without Limits

  Add unlimited team members to your account, helping you manage your clients’ filings and collaborate seamlessly.

• Delegate Roles and Responsibilities

  Assign roles such as Preparer, Approver, and Transmitter, giving each team member clear responsibilities and the ability to file returns using their
  own PTIN.

• Secure Shared Credit Card

  Let authorized team members access and use a shared credit card
  for payments.

E-signatures Made Simple

• Bulk Requests & One-Click Signing

  Send e-sign requests for Forms 8453-EMP and 8879-EMP to multiple clients at once. Apply your signature to multiple returns instantly after the client signs—saving you time.

• Two Ways to Collect Signatures

  Request clients to e-sign through your branded Client Portal or via a one-time secure URL—no login required.

• Auto-Transmit to Skip the Hassle

  Enable Auto-Transmit, complete your signature upfront, and pay the filing fee. Once the client signs, the return is automatically transmitted—no extra steps needed from you. Learn more

Flexible Payment Methods

• BanditCash (Wallet)

  Add funds to your BanditCash wallet for faster checkouts and smoother filing.

• Prepaid credits

  Buy credits in advance to ensure an uninterrupted and efficient tax
  filing process.

• Bundle pricing

  Save more with bundle pricing—perfect for firms handling large
  client volumes.