Have taxpayers send their taxes
from their home, work, school, or anywhere!
Your tax pro will be able to review and complete it remotely within minutes.
By being mobile, it reduces the risks of Covid-19 to your consumers and your team.
Attract customers by making sure your tax practice makes customer safety your #1 priority.
Your Business
At Your Fingertips
Bring your tax office closer to your clients. They can send you their tax return information, along with pictures of tax documents, that are seamlessly imported into your Wizard Tax Software . With your custom branded app, your clients can easily get directions to your office, contact staff, and schedule appointments. All from their mobile devices.
Grow Your Brand,
Grow Your Business
The Mobile App Package Includes:
• Tax Estimator
• Mobile App With Your Company’s Logo and Profile
• Automatic Import of Client Documents To Your Software
• Data Storage on a Secure Document Management System
• English/Spanish Language Feature
• Integrated with Setmore.com Appointment Scheduling Account
Is Your Tax Office Ready For The Cloud?
Cloud
Features
Get up and running quickly and take the hassle out of IT maintenance and save your tax office hours each year by applying updates automatically
Remote Tax
Preparation
Access to modern features that allow taxpayers to start and finish their returns their phone, tablet, or other mobile devices Anytime, Anywhere
Time-Saving
Features
Streamline your tax preparation with an All-Inclusive Software platform that will enable you to prepare more turns in less time
Upload Any And
All Documents
Don’t stress on not finding the right documents in the right places, with our dedicated cloud storage have all the documents you need for your client organized in one place
Get Started with Wizard Tax Mobile Today!
Taxpayers can securely populate critical information and upload documents from their preferred mobile device
The data flows into Wizard Tax Online automatically
Taxpayers can snap photos of their tax documents, which are stored directly in Vault (document storage)
Taxpayers can use Wizard Tax Mobile to securely sign and send back the final return to their preparer for electronic filing
Once filed, taxpayers can also utilize Mobile Link to track return status and refund updates
