Get an easy, secure solution to organize and share important documents with clients. Client Portal enables you to:
- Securely share documents within your office and with your clients.
- Quickly see when documents were uploaded, downloaded, and by whom for a transparent audit trail.
- Customize your Portal homepage with your branding, messaging, and color scheme.
The new innovative and convenient way to prepare tax returns on the go!
Grow your business with Mobile App, a new mobile interface designed to streamline professional tax preparation while providing the convenience of anytime, anywhere access for both you and your clients.
The new mobile interface delivers efficiency, speed, and improved customer experience, providing the essential attributes your tax office needs to grow. The Mobile App integrates seamlessly with all JATA 1040 Online Software, giving your clients the freedom and flexibility to complete the tax preparation process via their smartphone, computer, or tablet, without visiting the office.
End-to-end mobile tax preparation experience:
- Taxpayers can securely populate critical information and upload documents from their preferred mobile device
- The data flows into JATA 1040 Online automatically
- Taxpayers can snap photos of their tax documents, which are stored directly in Vault (document storage)
- Taxpayers can use the Mobile App to securely sign and send back the final return to their preparer for electronic filing
- Once filed, taxpayers can also utilize the Mobile App to track return status and refund updates
With Mobile App you benefit from:
- New easy to use taxpayer interview
- Full remote return preparation
- Document sharing
- Communicate with your client right from the Mobile App to the interview