1. What tax software do you offer for service bureaus?
We provide cutting-edge tax preparation software that supports federal and state returns, e-filing, client management, and reporting tools to streamline your workflow. It is designed specifically for service bureaus to handle multiple clients efficiently.

2. Is your software compatible with multiple users?
Yes. Our software allows multiple users to work simultaneously with secure access levels, making it ideal for teams in a service bureau environment.

3. What type of training do you provide for tax professionals?
We offer comprehensive training, including live webinars, on-demand video courses, hands-on practice labs, and 1-on-1 coaching. Training covers software navigation, tax law updates, and best practices for client management.

4. Do you provide ongoing support after the training?
Absolutely. We offer ongoing support via screen share, phone, and email. Our team is available to troubleshoot software issues, guide through complex tax scenarios, and answer workflow questions throughout tax season.

5. Can I access updates for tax laws and software changes?
Yes. Our platform provides automatic software updates and timely training modules to keep your team compliant with the latest federal and state tax regulations.

6. How do I onboard new staff or seasonal employees?
New staff can be quickly onboarded with our step-by-step tutorials, training sessions, and access to our service bureau-friendly software features. We also provide support during peak season to ensure efficiency.

7. Is there a limit to the number of returns I can process?
No. Our tax software is scalable and designed for service bureaus to process any volume of returns efficiently, from small offices to large operations.

8. How secure is the tax software?
Security is a top priority. Our software uses encryption, secure servers, and multi-factor authentication to protect client data and ensure compliance with IRS and state security standards.

9. Do you offer practice exams or certifications for my team?
Yes. Our training includes practice scenarios, quizzes, and optional certification exams to validate your team’s skills and enhance credibility with clients.

10. Can your software integrate with other tools we use in our service bureau?
Yes. Our software can integrate with popular accounting platforms, document management systems, and payment processors to streamline operations and reduce manual entry.