Tax season is by far the busiest time of year for CPAs and tax preparers, and it kicks off in just a few weeks with the business information returns due to the IRS on January 31st. This includes an array of payroll and employment tax forms such as the W-2, 1099s, 941, and 940, to name a few.
With TaxBandits, tax preparers can get a head start on a smooth and successful filing season. A big component of a smooth tax season is having a system in place to delegate and complete the required filings for your clients.
The TaxBandits application is designed to help tax preparers, CPAs, and tax professionals do this! Plus, we are always enhancing the tools included in every Tax Professional account for no additional cost or subscription.
Here is the round-up of all the new features, functionality, and technology upgrades that will help you master your clients’ tax season!
TaxBandits’ Client Portal –
The TaxBandits Client Portal is an exclusive feature that allows tax preparers to communicate with their clients securely and efficiently. As you know, the filing process requires the exchange of sensitive information with your clients, and TaxBandits allows you to enable a secure portal for each of your clients to share files safely.
The portal is customizable and can be tailored to your branding. In addition to sharing files securely, you and your clients can use the portal to create ‘Observations’. This tool allows you to communicate and share feedback, with the ability to respond and resolve these observations.
You also share copies of the forms that you create for clients. You can share in-progress forms before transmitting them, allowing your clients to review them, share feedback by creating observations, and share any files needed. After transmitting forms to the required agencies, you can also share copies of the final forms as needed.
Our team has implemented enhancements to the Portal’s user interface that allow for a more streamlined experience and additional customization options, including your dashboard, online access portal, and the email notifications your clients will receive.
TaxBandits Staff Management Tools
Our staff management tools empower you to delegate tasks to your team and provide them with the access needed to carry out their filing responsibilities. Like all other CPA features, Staff Management is included in every TaxBandits tax preparer account! There is no additional cost, no upgrade fees, and you can add an unlimited number of staff members.
To get started with this feature simply invite your staff members using their email addresses. They will be prompted to create their unique login. You will have the ability to assign them roles as needed and assign them to certain businesses. New for the 2023 tax year, you can even add them to groups of businesses as needed.
All the permissions of an Admin, can’t assign other Co-Admins
Create and edit forms for their assigned businesses/Add new businesses
Create, Edit, and Approve forms/Add new businesses
Can add and share new credit cards.
Pay and transmit approved forms for their assigned businesses
Grant Online Access and place Postal Mailing orders.
You can scale the level of access that your staff members have, and this presents a secure option for sharing a single credit card across your team. After assigning your staff members their roles and businesses, you can track all of their tasks and filing activities using the Activity log. All your staff’s account actions will be recorded there.
Flexible Pricing with Maximum Savings
TaxBandits’ is based on a unique pricing system that focuses on filing volume instead of subscription fees or annual contacts. For tax professionals, this is designed to help you lock in your best pricing per form. The more you file, the more you save!
TaxBandits offers prepaid credits that never expire, allowing you to lock in this year’s pricing for next year’s pricing. New for the 2023 tax year, you can take advantage of unlimited TIN Matching. For just 19.99 per business, you can activate 1099 TIN Matching services for an unlimited number of recipients.
Robust Reporting Tools:
Tax professionals can take advantage of the Reports section of their account. This allows them to generate the following reports to track and recap filing efforts for their clients and tax season.
Business Filing Summary
Postal Mail and Online Access Reports
Staff Member Filing Summary
User-specific Filing Summary
Leverage the Powerful CPA Tools from TaxBandits!
TaxBandits streamlines the 2023 tax season for professionals. The Client Portal enables secure communication and file sharing with customizable options. Staff Management Tools facilitate task delegation at no extra cost, offering flexibility and security in managing tasks and credit card sharing. Federal and state filing requirements and distributing recipient copies as needed have never been easier!
With a unique pricing system based on filing volume, tax professionals can maximize savings and lock in favorable pricing per form. Robust reporting tools allow for efficient tracking and recap of filing efforts for clients and the tax season. Elevate your tax preparation experience with TaxBandits for a seamless, efficient, and cost-effective approach.