Online Interactive Tax Organizer

Tax Organizer Demo

The Online Interactive Tax Organizer provides you with revolutionary new way to collect, share and utilize your clients' tax data.

This next-generation Tax Organizer is a dynamic web application that allows your clients to organize their tax information online, saving you time when preparing their taxes. You and your clients can securely access your client's tax information anytime from anywhere, eliminating the time and expense involved in mailing paper organizers.

The Online Interactive Tax Organizer is fully customizable and allows you to securely interact with your clients right on your Website. This gives your clients the ability to add data to their organizer, and if they don't have all the data at their fingertips, they can come back and add additional information later.

Manage Tax Organizers

The Online Tax Organizer acts as the central repository for all your client tax data. Whenever there's a change to their tax situation it's easy for your client or staff to quickly update the organizer so it's always current... Making tax time a lot less taxing.

How it works...

Your clients log into your secure, password-protected, online tax organizer to compile, edit and store their tax data whenever it's convenient for them. Your staff can also login and review, edit, print or download the tax data making it easy for your clients and staff to work together.

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Completely Customizable
You have the choice of using our standard tax organizer or you can completely customize it to meet your client's needs. You're in total control. You can create multiple organizers, one organizing Real Estate transactions, one organizing Stock transactions, one organizing interest income, and so on.

Room To Grow
You can create and store up to 200 Tax Organizers per client. And the Online Tax Organizer allows you to support up to 10,000 clients. So you'll always have enough capacity to store as many Tax Organizers as you need.

Find Missing Deductions
The Online Tax Organizer also allows your clients to view and compare last years tax data with this years making it easy to find missing data and deductions.

Be at the Forefront
Having this "next generation" Online Tax Organizer on your site conveys to your clients that you're at the forefront of tax technology.

Here's a summary of what you get with our Interactive Online Tax Organizer.

Manage Client Tax Data

1. Clients can organize their tax data throughout the year at their convenience instead of having to do it all at one time.


2. Provides a central repository of tax data for both your clients and staff that is accessible from anywhere at anytime.


3. Reduces data entry errors because data is typed and can be imported directly into your tax software.


4. Saves staff time by not having to enter handwritten tax data into your tax software. * Your tax software must have the ability to import excel or .csv files.


5. Gives you extra time to file the return because you no longer have to wait for the tax organizer to come in the mail.


6. Easily find omissions by displaying last year's data for comparison.


7. Online Client Registration.


8. Email notification of client registrations and completed tax organizers.


9. Extremely easy to use and customize.


10. Secure 128 bit SSL Environment


11. Lots of room to grow. Store up to 2,000,000 tax organizers on your site. Enough for 10,000 clients each having 200 organizers.

Live Demo

Username: taxclient
Password: password