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Online
Anytime, any place, as long as you're connected
The All-in-One Online Solution
Empower your tax preparation journey with TaxPilot Online, the cutting-edge cloud-based professional tax software. Seamlessly accessible from any device with an internet connection, our platform liberates you to prepare returns effortlessly, no matter where your business ventures lead you. Elevate your tax management experience with convenience, efficiency, and the flexibility to thrive in today’s dynamic business environment.
✅ Paperless Office
✅ Powerful Mobile Application
✅ Integrated CRM
✅ Compatible with PC/Windows & Mac
Integrated CRM
Access your customer contacts with ease, automate your automated-referrals program, print checks and more.
All-Inclusive Software
Professional tax software built by and for tax preparers. Prepare 1040 federal, state tax returns.
Integrated Bank Products
Faster refunds and get paid sooner. We partner with most banks in the industry to make it easy.
Support
Virtual support and training available in both English and Spanish. No additional fees.
Why is TaxPilot Online Different
TaxPilot provides one of the most user-friendly online tax software solutions avilable in the industry. Combined with our training and support team, it makes incredibly easy to grasp and train on. What sets our online platform apart, is its distinctive features, offering a seamless experience for users.
Remote Signatures
Facilitate the remote signing of essential documents effortlessly, from within every tax return.
Document Archive
Effortlessly retrieve all taxpayer documents digitally. Access documents online from anywhere.
Free Unlimited Filing
Experience the freedom of preparing and filing an unlimited number of tax returns with no restrictions.
Cloud Based
TaxPilot Online lets you prepare and e-file individual tax returns online seamlessly, thanks to its user-friendly interface and intuitive menus.
Depreciation Module
TaxPilot Online Depreciation Module easily streamlines asset entry, method selection, and expense transfer on returns.
Top-Tier Support
Exceptional virtual support, featuring integrated screen sharing for an enhanced techinical assistance experience, in both English & Spanish
Manage Your Office from a Coffee Shop
Enhance your tax season experience with our advanced tax preparation software. Explore a range of tailored software packages designed to meet your specific business requirements. Take the first step towards a smoother tax season by reaching out to us today. Benefit from our dedicated support team, guiding you through every stage of your journey. Upgrade now for a seamless tax preparation experience.
With TaxPilot Online’s unlimited 1040 program, you have the freedom to manage your professional tax business from anywhere.
Features of TaxPilot Online
Every year we take hundreds of customer suggestions and work them into our software — because you know the needs of your community better than anyone else. Our job is to support your success.
Integrated Bank Products
Bank products, allow your clients to receive a chunk of their refund early. Our integrations enable your clients to subtract your tax preparation fees directly from their refund. This ensures that they won't have any upfront out-of-pocket expenses when filing with you.
Loyalty Advances and Referrals
Transform your business by extending a loyalty program to all of your clients throughout December, offering up to $1,000 per client. Grow your business by incorporating a comprehensive automated-referrals platform, complete with funding and notifications, to foster growth and engagement.
Bank Products up $7,000
Broaden your customer outreach by introducing the Refund Advance service, which is an effective solution, that ensures prompt financial assistance precisely when it's needed during the crucial tax filing period.
Integrated CRM
Included in the TaxPilot Online Premium and Enterprise package, is a specialized CRM designed by EROs for EROs. Enjoy seamless integration for mass text messaging, call tracking, mobile link, and much more, all on one platform.
Unlimited E-Files
Experience the freedom of preparing and filing an unlimited number of tax returns with your TaxPilot Online software. Our pricing model eliminates per-return charges, allowing you to expand your business without constraints.
Mobile App
Our mobile application empowers you to expand your client base and streamline the tax return process, significantly reducing the time involved. Facilitating secure, and safe sharing of tax information, our app ensures a seamless exchange between you and your clients.
How It Works
Register
Register here by providing your name, phone, e-mail and other personal details
Talk to Sales Rep
Quick call with a TaxPilot Sales Representative and a demo if needed.
Success
Complete your payment and receive your software license, typically on the same day.
Contact us today to schedule a consultation and get expert tax support you can trust.
Ready to simplify your taxes?
CRM Integrated Features
TaxPilot was built on the idea: Run your entire tax business from your laptop with ease and efficiency, while increasing your volume every year. Based on the day to day needs of running a tax office, the TaxPilot team was able to build this application. As most innovation’s occur, our CRM was built to answer a void in the industry.
CRM
This web-based application serves as the virtual hub for all of your operations. Deploy mass text message campaigns, create mobile return links, execute automated-referrals programs, manage sub-offices, gain insight to payout balances and pending deposits. Everything you need to know, in one convenient online application.
Document Scanner
No scanner? No problem! Connect the document scanner via USB and scan client documents directly into the data entry software. Documents scanned into the software will be archived and stored for required record keeping. Documents can also be attached to the return via the archive menu.
Signing Pads
Save on purchasing unnecessary paper supply with the Topaz signature pad. Have your clients sign multiple documents in a breeze. No need to invest into mountains of paper inventory, just for your clients to sign documents. As most innovation’s occur, TSS was built to answer a void in the industry.
Mobile Link Portal
Create, assign, and send mobile links to your clientele. Once they’ve completed and uploaded the necessary documents needed for tax preparation, import that information directly into a new tax return. Eliminate double data entry and the errors that come with it.
E-Signature
Meet your clients wherever they’re located without stepping foot outside of your office. With integrated E-Signature services, getting the final documents signed that are needed to submit returns is no longer an issue. Expand your office’s footprint now that clients no longer have to step into your office to complete their return!
Business Returns
A one-stop solution for professional tax preparers who prepare Federal and State business tax returns. Most of the same functions that exist in the professional 1040 software will be found here as well.