NOTE: This app works with “Intuit Tax Online” (professional tax software) to give you faster access to your data. You MUST have an Intuit Tax Online account before using this app.
The Intuit Tax Online mobile app saves you time answering client questions by giving you immediate access to important client information. Gain instant access to your entire client list and contact information, view up-to-date e-File status for all client tax returns, and view and securely share client tax return PDFs. Plus you can choose which of your clients to invite to download TaxLink (client app) and start collaborating on-the-go, by requesting missing documents and receiving pictures of source documents from your clients.
***Please note, you cannot prepare and file tax returns using this app***
ACCESS CLIENT TAX RETURNS AND COLLABORATE…ANYTIME, ANYWHERE
•Access your entire client list, including contact information, synchronized with Intuit Tax Online
•Share secure, encrypted tax return PDFs via email or directly to TaxLink
•Create and edit notes for each tax return, synced with Intuit Tax Online
•Choose which clients to invite to TaxLink and start collaborating
•View the source documents your clients upload via TaxLink
Run your business from wherever you are - whether you are on the train or at your kid’s soccer game, if you have your phone, you have all of your client tax return data with you. In minutes, you can answer those unexpected client questions right away, increase client satisfaction, and get on with your day.
Keep in touch with clients while reducing email - communicate with clients through the app and send them requests for missing data and documents with the touch of a button. Requests and replies aren’t lost in in-boxes; they show up in the app inside the right client file. You can send friendly reminders to the client’s TaxLink app.
SAFE AND SECURE BANK-LEVEL ENCRYPTION
SYNCS WITH INTUIT TAX ONLINE
Always have access to your account from your iPhone and the web. Your information automatically syncs across devices, so you have your clients’ latest contact and tax return information at your fingertips.
To learn how Intuit protects your privacy, please visit http://security.intuit.com/privacy
- iPod Touch