Stay Connected. Stay Engaged. Stay Ahead Enable seamless client collaboration Incorporate your branding throughout Exchange data and documents with ease Simplify your clients’ tax compliance process Get Started Now Request Demo Beyond Your Traditional Tax Software Categories Complete Client Management Safeguard Sensitive Docs Stay Compliant Enhance Accuracy in the Process Brand Customization Complete Client Management Manage the compliance process of all of your clients in one place. Safeguard Sensitive Docs Sensitive tax documents are encrypted. Stay Compliant Ensure adherence to all regulatory standards. Enhance Accuracy in the Process Maximize the accuracy of filings for a smooth compliance process. Brand Customization Keep your branding at the forefront of our robust features. TaxBandits provides a centralized dashboard, enabling tax professionals to manage multiple clients from one place efficiently. Our platform offers robust client management tools, streamlining workflows and saving time. Sensitive documents are safeguarded with advanced encryption and secure storage. Our application employs robust security measures to ensure client confidentiality and data integrity. By keeping up with the latest IRS tax laws and regulations, TaxBandits ensures professionals stay compliant. Automated reminders and e-filing solutions reduce the risk of non-compliance and penalties. Our platform offers built-in error checks and validations, minimizing mistakes in tax filings. TaxBandits user-friendly interface and detailed guides ensure accurate data entry and processing. Customizable branding options allow tax professionals to incorporate their brand name, logo, URL, email, and other business details in the client portal. This feature helps you to build brand recognition and trust with clients. Get Started Now Request Demo Extensive Features for Robust Client Management Secure Client portal Invite your clients to a secure portal for communicating and managing their filings. Customization Options Customize the portal to align with your branding colors and logo. Central Dashboard Manage your clients and their compliance process from a single, secure location. Email Customization Align with your brand identity, ensuring a more professional and consistent experience. Client Onboarding Onboard clients through a secure URL where they can provide their information. Document-Sharing Share password-protected files and documents needed for accurate filings. Client Observations Clients can create 'Observations' to share feedback directly from their portal. Client Chat Address your clients’ questions directly using the built-in ‘Chat’ option. Insightful Reports Build reports to track client filings, staff activity, and to make informed decisions. Get Started Now View More Features Simplify 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. Trusted by Tax Pros I love the fact that you can brand your own customer portal fairly easily. For a long time, I've been using Dropbox to share files with clients, which is a bit on the expensive side. - Judy T, Florida TaxBandits made it simple and less expensive. Just got my own portal for half the cost of the cloud service subscription. - Carolyn C, Texas This software is the total package! It's super customizable—you just set it up and there you have your very own portal. Now I can communicate with clients worry-free about security. It's been a game-changer for me! - Anthony, Ohio Previous Next Request a Free Demo Learn how you can grow with TaxBandits’. Click the button and our team will reach out to schedule your demo! Request 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. Contact us (704) 684-4758 sales@taxbandits.com Client Success Stories Discover how our e-filing solutions empower businesses and CPAs, solving challenges and streamlining tax filing. Efficient 1099 Filings: A top international audit and tax advisory firm simplifies its 1099 filings with TaxBandits. Precision and Ease: TaxBandits Redefines the 1099 E-Filing and Distribution process for a Leading Accounting Firm Streamlined Payroll Filing: A leading CPA firm discovers a straightforward way to e-file payroll tax forms with TaxBandits. Seamless Payroll Reporting: TaxBandits enables a leading reporting agent firm to easily meet their e-file mandate HR Consulting Firm facilitates: A leading HR consulting firm streamlines their 1095 filing process with TaxBandits. Connect with The TaxBandits Sales Team Our team is here to help you by phone, email, and live chat (704) 684-4758 sales@taxbandits.com Start creating a frictionless client experience today Get Started Now X