Features
Smart Tax Pro software offers several tools to help you grow your tax offices, affiliate locations, manage your customers, and increase profits.
Our Software Features
Brandable Mobile App
As in everything convenience has become a major role in today’s tax preparation and customer expectation. By offering your clients a custom branded mobile application, it allows your clients the ability to provide all tax information and documents on their time directly through their mobile device. All they have to do is download your app, snap a photo of their documents, upload and sign. It’s that easy!
Paperless Office Solutions
Say goodbye to printer jams and restocking ink cartridges. Cut cost by saving hundreds on paper and ink for all of your printing needs. Email your customers a copy of their return directly from your software secured with password protection.
Text Messaging
Send customized text messages directly to your valued clients. Access your client in the most popular form of communication via text.
Cloud Reporting
Accessing data whenever and from wherever is vitally important and critical in times of need. Keep informed with our real time cloud reporting that gives you live reports and data at your leisure .
Multi-Office Management
Managing a single location has it’s own set of challenges. Running a multiple tax businesses comes with a whole new obstacle course. The functionality of our Our Multi-Office management was designed to give you control over the most important aspects to run your locations with simplicity.
Co-Branding
Branding is a key component to business recognition and trust. You have the ability to completely brand our software and mobile application keeping you in front of your staff, affiliates and customers.
Identity & Credit Protection
Security in today’s digital age is a top priority for us as well as our clients. With our Protect My ID package, your customers will receive 24 x 7 cyber-monitoring and security. If a client’s ID has been compromised, DefendMyID will know about it and alert the system immediately. Our protection will assist blocking identity theft techniques used to gain access to client information.