With seamless integration into the uTax Software, the Mobile App lets you expand your reach and puts YOUR business in the palm of your client’s hand. The app allows clients to submit tax documents, book an appointment, get directions to your office, and more in both English and Spanish.
BRANDED WITH YOUR LOGOMultiple design templates to choose from
Allows user to easily toggle all screens and dialogs from English to Spanish.
Customizable to include Social Media, IRS Where’s My Refund, Send Additional Forms, Share App with Friends, and more.
Clients easily scan ID to start populating important data for their return.
Provides Contact info for your offices, locations, and websites. Easily call or email with a simple tap of the screen.
Highlight your office staff to include a picture, phone number, and email address so clients know who they’re working with.
Web Tax App
Remote tax return data collection
Webpage mirrors Mobile App Return Submission
Seamless Import into the uTax Software
Information and Tax Documents Securely Sent
Easy and Convenient.
Mobile App Portal
What better way to welcome new or existing clients than by showing them pictures and profiles of your staff. This is a great way for you to stand out from the crowd
AND make sure clients feel comfortable walking into your office.
Any changes made in the app portal automatically reflect in your mobile app the next time it is launched.
Stay in touch with your clients year-round.
Send alerts regarding changes to your office hours, IRS updates, or even use it to market a new product or service.
Messages sent appear on mobile devices similar to social media or news updates that your clients may already receive.
Give yourself the power of information. Stay on top of returns submitted through the app, even the ones that you haven't yet imported into the software. Access taxpayer submission data from anywhere.
Take advantage of enhanced reporting capabilities by exporting submission records to Excel.
What if your client forgot to send you some paperwork needed for their return? No worries!
The app allows users to submit additional documents and images that can be viewed and downloaded.
Give your clients a SECURE method to send you documents instead of texting or emailing sensitive information.
Make sure your clients know and have access to more than just your address or phone number. The app gives your clients easy access to important links they may need:
• Your website • Your social media accounts • Important IRS sites • Other businesses you may own
With the Mobile App Portal, you can perform updates anytime of the day or night and your clients will see them the next time they open the app.
The app is packed with custom controls that put YOU in the driver's seat when it comes to communicating and understanding your clients. Easily change the content of the email confirmations sent to app users when they submit information.
You can even offer dynamic coupons for a percentage and dollar amount discount off your services which will automatically be applied to the tax return in the software!
Track how clients find out about you, helping you to better understand where to spend your marketing dollars.