How Tax Professionals Can Elevate their Tax Season with TaxBandits PRO Features

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Navigating the complexities of tax season is no small feat for professionals in the field. As the annual ritual of handling year-end forms like payroll, Forms 941, 940, 945, 1099, and W-2 begins, TaxBandits steps in as a reliable ally. Beyond being a typical IRS e-file solution, TaxBandits offers a practical toolkit to enhance the efficiency of tax professionals during this demanding season. 

Join us as we explore how TaxBandits can be a game-changer, turning the intricacies of tax season into opportunities for streamlined success. In this blog, we will delve into the features and functionality designed for the specific benefit of tax professionals like you!

An Overview of TaxBandits’ Tax Professional Account

The team at TaxBandits understands that while everyone’s business tax filing needs are important, they definitely vary. For example, a tax professional preparing, filing, and distributing forms for multiple business entities will have different, more specific needs compared to a small business owner. 

This is why we offer two different account types, one of these being the tax professional account. This account is designed to streamline the preparation of tax forms and streamline the process of importing information, generating forms, delegating work to staff members, and securely exchanging information with clients. 

Here is an overview of all of the features that come included with your tax pro account, for no additional cost. 

The TaxBandits Toolbox: Tailored to You

Become a Maestro of Staff Management 

• Extend invites to your staff, each armed with unique secure credentials with staff management.
• Scale their access with roles – from ‘Co-admin’ to ‘Preparer’, ‘Approver’, and ‘Transmitter’.
• Adjust roles at your convenience; the power is in your hands.

Leverage the Client Communication Portal:

• Provide clients with a convenient way of tracking their filings
• Customize the TaxBandits portal to reflect your company’s branding. 
• Leverage the ‘Observations’ tool for seamless communication and feedback with clients.
• Collaborate efficiently, resolve observations, and share files – everything you need, all in one place.

Efficient Digital Document Management:

• Tax professionals can securely upload and store essential client documents in the cloud-based TaxBandits application.
• Easy retrieval of documents for future filings is facilitated through this streamlined digital document management system.

Insightful Reporting Features:

• CPAs and tax professionals can generate reports within their TaxBandits account, providing valuable insights during the filing season.
• Reports include detailed summaries of business filings, individual staff members’ activities, Postal Mailing reports, and credit-usage reports.

Secure Credit Card Handling for Teams:

• Teams of tax professionals can securely place orders using a saved credit card within the TaxBandits account.
• An alternative option involves the use of prepaid credits, allowing teams to file efficiently without exposing sensitive credit card information during checkout.

Transparent Pricing to meet the demands of high-volume filing:

• Enjoy tiered pricing that maximizes both your time and money.
• No subscription or upgrade fees
• Lock in the lowest pricing across multiple EINs
• Prepaid credits ensure your pricing remains intact – no worrying about expiration dates.

Unlimited TIN Matching, Unmatched Accuracy: 

• Embrace unlimited TIN Matching services for the 2023 tax year.
• Activate for a mere $19.99 per business and elevate accuracy to new heights.

Flexible Recipient Copy Distribution:

• Go paperless with online access, or stay traditional for less with postal mailing services. 
• Opt for secure online access for recipients or go for the classic postal mailing – whatever suits you best.

Customer Support that Beats  the Industry Standard

• File with confidence, knowing our support team has your back.
• Reach out through phone, email, or live chat – no bots, no lengthy chains, just local support.

Create Your Free TaxBandits Account Today!

As we wrap up our exploration of TaxBandits’ tax professional account, we encourage you to simplify your tax season. Enhance your efficiency, streamline collaboration, and benefit from the versatile features within the TaxBandits Tax Professional Account. The tools for navigating tax complexities with ease are within reach.

Don’t miss out on the advantages that come with our tailored toolkit for tax excellence. Create your free TaxBandits account today and start experiencing a smoother tax preparation process. Your journey toward streamlined tax filing awaits!

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