taptax™ mobile app
Expand your reach, and place your business in your clients’ hands. This app allows for maximum convenience. Allow your clients to simply snap, sign, and send.
secure
Clients can securely start their tax returns and upload documents virtually.
convenient
Client snaps photos of their documents, chats with the preparer, and signs return all from the app.

seamless integration
Information flows directly into taptax™ program.
increase reach
No longer restrict yourself. The mobile app allows you to attract your clients from anywhere in the United States.
online tax program

cloud-based

securely store documents

integrated support

built-in chat
taptax™ university
Online training courses for your team. Quickly learn how to navigate our software, and get the most out of your program on your own schedule.
- Software and Mobile App Tutorials
- Navigate a 1040, mobile app…
- Ongoing training through webinars, videos, and group training
- Marketing Training
- Resource Library