BUILT-IN DOCUMENT MANAGER
SAVE MONEY WITH OUR PAPERLESS OFFICE SOLUTION
- Easy access to client documents from within the tax return.
- Reduce expenses on paper, toner, and filing.
- Documents signed via Signature Pad or Remote Signature stored automatically.
- Stores scanned documents from the handheld scanner, mobile app imports, or imports from existing scan folders.
INDUSTRY-LEADING TOOLS AND FEATURES
Industry leading innovation for your high-volume retail tax preparation business.
SIGNATURE PAD
Meet government disclosure requirements, minimize preparation errors and save money by reducing the amount of paper used and stored each tax season. With Electronic Signature Pads, the taxpayer’s digital signature is securely bound to the document for which it was intended.
(Paperless Office Solution)
SCANNER
With Scan & Store, you can:
Scan and store taxpayer source documents
Capture valid forms of taxpayer identification
Access electronic copies of existing files from your PC.
TEXT LINK
Improve efficiency by communicating with clients via text messaging.
Send a text message to client cell phones directly from our professional tax software.
Notify taxpayers, either individually or as a group, that their checks are ready.
REMOTE SIGNATURE FEATURE
Your clients can sign their tax documents on their mobile device! Expand the reach of your business
Your Tax Doctor Software customers now have the ability to request a remote signature from a non-present taxpayer and/or spouse at the time of tax return completion. After authenticating their identity, the taxpayer/spouse can review a PDF of the tax return and sign it using their mobile device.
- Save time by completing the tax return without the need to have the taxpayer/spouse in your office.
- Give your customers the convenience of finalizing the tax return from the comfort of their home.
- Remotely signed return is securely stored within Your Tax Doctor Software for easy access at a later date.
INDUSTRY-LEADING TECHNOLOGY
to give your business the edge it needs
