How TaxBandits Streamline Your BanditCollab?

Tax forms and filings are always challenging for CPAs. Handling tax forms throughout the season, segmenting the work, tracking the records of each member, and meeting tight deadlines are hectic tasks for CPAs and accounting firms.

In order to resolve this agitated situation TaxBandits allows you to Collaborate with the team members to make a hassle-free tax filing using BanditCollab!

Access Unlimited Team Members

  • CPAs can add an Unlimited number of team members and manage
    the business.
  • Expand your team effortlessly to meet the demands of your clients.
Add Unlimited Team Members
Tailoring Roles for Efficient Workflow

Access Control: Tailoring Roles for
Efficient Workflow

Roles of team members

  • Preparer: The preparer is responsible for preparing tax information and accessing certain sections to file the taxes.
  • Approver: The Approver is responsible for reviewing and approving the prepared tax documents.
  • Transmitter: The transmitter is responsible for paying and transmitting the approved forms.

Assign a role system to maintain your organization's workflow.

Bandit solo

  • Bandit Solo indicates that all the team members have the same responsibility and access
  • Each member of the team has access to all three roles(preparer, approver, transmitter).

Bandit Duo

  • Bandit Duo indicates that each role has specific privileges. It has two roles(Preparer and approver)
  • The preparer edits the specific tax information and the approver can perform all three roles.

Bandit Trio

  • Bandit Trio includes all three roles (preparer, approver, transmitter). and specifies the role based on it.
  • The preparer can prepare the tax documents, the approver can only review and approve them, and the transmitter pays and transmits the forms.
How to E-file with Taxbandits

Request a Customized Demo

Let’s simplify your tax filing process together! Request a demo from our team and we will reach out to schedule a personalized demo.

Request Demo

Ensure Compliance with TaxBandits Solutions

Tax Form Filing

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

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

Start creating a frictionless Team experience Today