TaxBandits’ Exclusive Client Management Feature For Tax Pros

Beyond Your Traditional Tax Software

TaxBandits provides a centralized dashboard, enabling tax professionals to manage multiple clients from one place efficiently. Our platform offers robust client management tools, streamlining workflows and saving time.

Sensitive documents are safeguarded with advanced encryption and secure storage. Our application employs robust security measures to ensure client confidentiality and data integrity.

By keeping up with the latest IRS tax laws and regulations, TaxBandits ensures professionals stay compliant. Automated reminders and e-filing solutions reduce the risk of non-compliance and penalties.

Our platform offers built-in error checks and validations, minimizing mistakes in tax filings. TaxBandits user-friendly interface and detailed guides ensure accurate data entry and processing.

Customizable branding options allow tax professionals to incorporate their brand name, logo, URL, email, and other business details in the client portal. This feature helps you to build brand recognition and trust with clients.

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Extensive Features for Robust Client Management

Secure Client portal

Invite your clients to a secure portal for communicating and managing their filings.

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Customization Options

Customize the portal to align with your branding colors and logo.

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Central Dashboard

Manage your clients and their compliance process from a single, secure location.

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Team Management

Assign team members to clients and delegate filing responsibilities accordingly.

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Client Onboarding

Onboard clients through a secure URL where they can provide their information.

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Document-Sharing

Share password-protected files and documents needed for accurate filings.

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Client Observations

Clients can create 'Observations' to share feedback directly from their portal.

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Client Chat

Address your clients’ questions directly using the built-in ‘Chat’ option.

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Insightful Reports

Build reports to track client filings, staff activity, and to make informed decisions.

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Simplify Compliance with TaxBandits’ Solutions

Tax Form Filing

Streamline your e-filing of 94x, 1099, W-2, 1095, W9 and more

TaxBandits is the leading e-file provider for Payroll and Employment forms, providers a comprehensive solution for maintaining compliance

BOI Reporting

Accurate, Simple, Secure Online BOI Filing Solution

TaxBandits, a one-stop BOI filing solution for law firms, CPAs, Register agents and small businesses to stay compliant with FinCEN regulation

W-9 Manager

Easily Complete, Request, and Manage W-9 Forms

You can request W-9 / W-8BEN / W-8BEN E forms from your vendors / contractors / employees, and collect and manage them securely in one place.

Trusted by Tax Pros

I love the fact that you can brand your own customer portal fairly easily. For a long time, I've been using Dropbox to share files with clients, which is a bit on the expensive side.

- Judy T, Florida

TaxBandits made it simple and less expensive. Just got my own portal for half the cost of the cloud service subscription.

- Carolyn C, Texas

This software is the total package! It's super customizable—you just set it up and there you have your very own portal. Now I can communicate with clients worry-free about security. It's been a game-changer for me!

- Anthony, Ohio

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Simplify Compliance,
Maximize Revenue

Explore New Opportunities for Maximizing Revenue

Whitelabel solution

Use our white-label option to rebrand our filing solution as your own, giving you full control over branding while benefiting from our advanced technology.