The Taxes to Go mobile app allows your clients to get their taxes done easier than ever before. It’s as simple as Snap, Send, Sign.
Your taxpayers begin by creating an account through the Taxes to Go mobile application. After their account has been created, they will take snap shots of any documentation required to complete their tax return and send that to you. You then retrieve the information in TaxSlayer ProWeb to complete the return. Once you’ve completed the return, you send it back to the client for them to review and sign.
The App includes a chat feature for communication between the you and your clients and is fully integrated into your TaxSlayer ProWeb software. This app is available for both Android and iOS and can be found in Google Play and the Apple App Store.
Setting up your branded mobile app
From inside your Account Hub, you will see Taxes To Go as shown below.
Click View to go the Taxes to Go configuration page. Enter your business name in the Profile Name field, choose a color theme, and optionally upload your own logo. As you make these changes, you will see a preview on the right side of the page.
After you've clicked SAVE on your Taxes to Go configuration, you will see your Referral Link generated. This referral link is what ties your branded app to your office. For your customers to use your branded app, they will need download the app by clicking that link.
Setting up additional locations
The referral link from the Taxes to Go configuration above is only for your main office. If your tax business has multiple locations, you will need to set up the Taxes to Go configuration for each location. To configure each of your additional locations, click Location Manager under the 9-square "app switcher" menu at the top right and choose Manage Locations. From the list of locations, you will see a phone icon. This will open that location's Taxes to Go configuration screen.
The configuration screen for each additional location will look exactly like the screen from your main location. Once you've clicked SAVE, that office's referral link will be generated.