Simplify your Work & Amplify Results with TaxBandits Get Started Now Request Demo Streamline Your Workflow with Team Management Tax forms and filings can be challenging for CPAs. Managing tasks throughout the season, segmenting work, tracking records, and meeting tight deadlines are demanding for CPAs and accounting firms. To alleviate these challenges, TaxBandits offers Streamlined solution that enables seamless collaboration with team members for streamlined and efficient tax filings. Secure Access for Your Team Invite your team to access your account with their own secure credentials and manage filings. Your TaxBandits account grows with you. As you add more team members, you can easily include them. Control Your Team’s Account Access and Responsibilities Build a productive workflow based on your team members' specific filing responsibilities. TaxBandits allows you to assign your team roles with clear responsibilities so work can be easily delegated. Team Roles Preparer: They are responsible for preparing and editing tax forms and can also add businesses to the account. The tax forms they prepare will then be shared with the Approver. Approver: Reviews and approves forms submitted by the Preparer, with the ability to make edits if needed. Transmitter: They are responsible for paying the filing fee and transmitting the forms to the IRS, SSA, or State. They also have access to place Postal Mail and Online Access orders. Get Started Now Request Demo Organize Your Workflow with Role Systems: No Role It provides all of your team members equal access to the account and the same filing responsibilities. Every team member can act as a Preparer, Approver, and Transmitter. Two Role It provides your team with two different roles. You can assign Preparers and Approvers. The Preparer can create and edit forms and add new businesses to the account. The Approver has these permissions in addition to approving and transmitting forms. Three Role It includes all three roles: Preparer, Approver, and Transmitter. The Preparer creates and edits forms, the Approver reviews and approves them, and the Transmitter pays for and submits the forms to the IRS, SSA, or State. If recipient copy distribution services are needed, the Transmitter can place the order. More Features on TaxBandits Unique logins Segment Work Track & Manage Credit card Sharing Unique Credentials for Staff Grant your team secure account access with their own secure sign-in credentials. Enhance security and allow your team to work independently. Simplified Team Management Track all of your team’s account activity. The Activity Log provides a detailed breakdown of your team’s progress at a glance. Grow with Seamless Delegation In addition to role assignments, you can assign your team to specific businesses in your account. If your firm has multiple offices, you can organize your team based on their work location. Share A Company Card Allow your team to file securely by sharing a single company-issued credit card. Simplify expense-tracking and eliminate the need for multiple payment methods. 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 Demo Let’s simplify your e-filing process together! Request a demo and our team will be in touch with you shortly. 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 Support Team Our team is here to help you by phone, email, and live chat 704.684.4751 support@TaxBandits.com Start creating a frictionless Team experience Today Try Bandits Collab Now X