BanditAI
Smarter Tax Filing, Seamless Client Management for Tax Professionals
- Effortlessly manage 1099, W-2, 94x, 1042, ACA forms, and more
- Leverage intuitive free tools to manage your team and clients
- Enjoy AI-powered assistance and 24/7 world-class support
- Trust our robust security system to safeguard your client data
The Bandit Commitment
The Bandit Commitment reflects our promise to operate as a dependable compliance partner, focused on accuracy, transparency, peace of mind, and the right outcome across every filing.
It’s built on getting critical data right upfront, guiding complex workflows with clarity, and standing behind every filing beyond submission.
Getting the right data in
Compliance starts with clean, validated data—long before your returns are transmitted.
Guided, end-to-end compliance
Federal filing, state compliance, and form distribution—handled together with complete guidance.
No-cost corrections retransmissions
Corrections & retransmissions for your tax forms are included with your
filing fee.
Money-back guarantee
If your returns cannot be accepted or is a duplicate, the filing fee can be refunded.
Premium Partners
The only built-in solution to e-file 1099s directly from your Sage Intacct account.
Seamlessly import clients from Karbon with
one click and simplify tax filing.
Integrations: Connect the Tools You Trust
The Only Platform You Need for Your Clients’ Filings
PRO Features Built to Support Tax Professionals
Invite your team and delegate filings
Filing season shouldn't fall on one person. TaxBandits lets you invite team members, assign roles, and delegate filings with clarity, so work gets done faster, responsibilities are clear, and your team operates at full efficiency.
Manage clients efficiently while elevating your brand
Stop juggling emails, spreadsheets, and scattered documents to manage client data. TaxBandits gives you a secure, branded portal to communicate, share forms, and collect client information — keeping everything organized in one place.
Keep your workflow organized with
Smart Groups
Stop manually sorting through growing client and team member lists. TaxBandits automatically organizes clients and team members based on conditions you define, such as location, role, or name. As new clients are added, they're assigned to the right group instantly, keeping your workflow clean and efficient.
Make informed decisions with
tailored reports
Tracking filing status, monitoring team activity, and measuring client progress shouldn't require manual digging. TaxBandits provides tailored reports, giving you the visibility you need to stay in control and act with confidence.
Essential Services for Simplified Tax Compliance
Federal and State Filings
Securely meet your clients’ tax filing obligations for both federal and state agencies in one
convenient platform.
Recipient Copy Distribution
Let us distribute the recipient copies via Postal Mailing, BanditShare (Online Access), or BanditComplete for
both options.
Multiple Data Import Options
Take advantage of our flexible data import options to seamlessly upload your clients’
filing data.
Data Validations
Ensure the accuracy of your submissions with built-in validations aligned with IRS Business
Rule requirements.
TIN Matching
Use our TIN Matching service to verify the accuracy of TINs before submitting your forms, minimizing the risk of rejections and delays.
Expert Assistance
Our experienced support team is ready to assist you via email, phone, and live chat, providing world-class support throughout the entire
filing process.
No subscriptions required—give us a try and pay as you file!
Simple, Reliable Compliance for Everyone
Small & Medium Business Owners
An easy-to-use software that simplifies the tax filings and compliance processes for small and medium-sized businesses with
comprehensive guidance.
Tax Professionals & Service Providers
An intuitive platform designed specifically for CPAs and accountants. Manage multiple client accounts and simplify tax filings with advanced tools tailored to your needs.
Enterprises
A scalable solution that streamlines tax filings and compliance for large organizations. Ensure accuracy, save time, and maintain compliance
with ease.
Developers & Software Providers
A robust API integration that enhances your software’s capabilities. Automate tax filing processes, improve efficiency and provide compliance assurance for your users.
Experience TaxBandits’ Best-in-Class Features and Functionality
Enhance Your 1099, W-2, and ACA Filing Experience with TaxBandits
- Unlock Pro Features – Create a Free TaxBandits Account Today!
- Seamless API Integration – Sign Up for a Developer Account and Explore More!
- Whitelabel Solutions & Referral Program – Call Us at (704) 684-4758!
