BanditCollab - TaxBandits Team Management for Tax Pros

TaxBandits Streamlines Your Workflow with BanditCollab

Tax forms and filings can be challenging for CPAs. Managing tasks throughout the season, segmenting work, tracking records,
and meeting tight deadlines are demanding for CPAs and accounting firms.

To alleviate these challenges, TaxBandits offers BanditCollab, a solution that enables seamless collaboration
with team members for streamlined and efficient tax filings.

Secure Access for Your Team

Invite your team to access your account with their own secure credentials and manage filings.
Your TaxBandits account grows with you. As you add more team members, you can easily include them.

Control Your Team’s Account Access and Responsibilities

Build a productive workflow based on your team members' specific filing responsibilities. TaxBandits allows you to assign your team roles with clear responsibilities so work can be easily delegated.

BanditCollab Roles

Preparer: They are responsible for preparing and editing tax forms and can also add businesses to the account. The tax forms they prepare will then be shared with the Approver.
Approver: They review and approve forms created by the Preparer. If a Transmitter is on the account, the forms are shared with them. If not, the Approver can pay for and transmit the forms.
Transmitter: They are responsible for paying the filing fee and transmitting the forms to the IRS, SSA, or State. They also have access to place Postal Mail and Online Access orders.

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Organize Your Workflow with BanditCollab Role Systems:

BanditSolo (No Role)

BanditSolo provides all of your team members equal access to the account and the same filing responsibilities.
Every team member can act as a Preparer, Approver, and Transmitter.

BanditDuo (Two Role)

BanditDuo provides your team with two different roles. You can assign Preparers and Approvers.
The Preparer can create and edit forms and add new businesses to the account. The Approver has these permissions in addition to approving and transmitting forms.

BanditTrio (Three Role)

BanditTrio includes all three roles: Preparer, Approver, and Transmitter.
The Preparer creates and edits forms, the Approver reviews and approves them, and the Transmitter pays for and submits the forms to the IRS, SSA, or State. If recipient copy distribution services are needed, the Transmitter can place the order.

More Features on TaxBandits Collab

Unique Credentials for Staff

Grant your team secure account access with their own secure sign-in credentials.
Enhance security and allow your team to work independently.

Simplified Team Management

Track all of your team’s account activity.
The Activity Log provides a detailed breakdown of your team’s progress at a glance.

Grow with Seamless Delegation

In addition to role assignments, you can assign your team to specific businesses in your account.
If your firm has multiple offices, you can organize your team based on their work location.

Share A Company Card

Allow your team to file securely by sharing a single company-issued credit card.
Simplify expense-tracking and eliminate the need for multiple payment methods.

Ensure 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.

Request a Demo

Let’s simplify your e-filing process together! Request a demo and our team will be in touch with you shortly.

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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.