Stay organized and on top of things
Bring your T1 team’s work together in one shared space. Delegate tasks and let staff handle returns top to bottom while keeping tabs on the whole workflow.
Make it easier for your team to focus on tasks at hand and track their progress through Taxbotic KPI’s. Your account dashboard gives you a summary to keep you on track during the height of tax season.
Taxbotic collects all information from your clients ready for tax prep. No more worrying about missing an important deduction as we strive to fetch your 95% of the documents. Any information missed can be requested directly through the platform.
Connect with client in real time. Exchange messages, documents and other media through Taxbotic’s secure messaging portal.
Taxbotic’s integration with Docusign provides a simple way for clients to sign authorizations easily and securely.
