Forms Supported by TaxBandits for Tax Professionals
TaxBandits supports 100+ Federal, State, and Correction Forms that Tax Professionals must file
to maintain compliance
Client Management - Stay Connected with your Clients
- Avoid multiple tools and subscriptions. Manage all client filing processes, from data uploading to filing with the agencies and tracking the status, in one place.
- A portal that enhances client collaboration and provides a personalized filing experience while streamlining information exchange.
- Enable your clients to review filing information and share their comments and observations directly within the portal. This will ensure clear and documented communication.
- Customize your portal with your brand name, logo, favicon, and color theme to enhance your brand identity. You can also customize the portal's URL and automated emails to reflect your business aesthetic.
- You can fully customize the email address, including the domain name. This will enrich your brand identity with every client's communication.
Team Management - Boost Efficiency with your Team
- Feel free to add as many teams as you need to manage your filings, with no limit on the number of users. Invited team members will create their own unique login credentials to ensure secure access and protect sensitive information.
- You can assign specific roles to each staff member, such as Preparer, Approver, & Transmitter. Additionally, you can customize the level of access each member has, allowing you to control who can view, edit, or transmit filings.
- You can group your team based on different criteria, such as clients or office locations, and monitor all staff activities and filings from a centralized location.
- Streamline the payment process by adding a single credit card to the account for your team to use at checkout. This eliminates the complexity of managing multiple payment methods and ensures a more efficient payment process.
Simple Options for Importing your Data
Exclusive E-file Provider
Simple Options for Importing your Data
Industry-leading Data Security Protocols
- Data Security is our top priority. We have firm protocols in place for safeguarding our clients' and recipients' data.
- All data, including Personal Identifiable Information (PII) is encrypted and stored in a secure HIPPA Compliant server.
- TaxBandits servers are HackerProof and COMODO Certified, preventing any unauthorized access.
- TaxBandits is an AICPA SOC 2 Certified Provider.
- Easily add another layer of security to your account with multi-factor authentication.
Learn how TaxBandits can assist you in meeting your filing needs with a live demo.
Flexible Pricing to Fit Your Needs
Bulk Pricing
TaxBandits offers exclusive discounts to tax professionals who require bulk filing for a large number of clients.
Consolidated Payment
Combine payments for various businesses into a single transaction, saving time and reducing costs through bulk filing.
Prepaid Credits
Filing a high volume of forms this tax season? Use prepaid credits to process your forms in batches, saving you time and money!
See why our customers choose us
year after year
TaxBandits - The Smart Business Owners Choice
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