TaxSlayer Premium Overview

With the passage of recent laws that force businesses to exercise due diligence in managing and storing documents with personally identifiable information, TaxSlayer has created a document management system. We have accepted and exceeded the challenge of creating a paperless office where paper and digital documents are woven together in an efficient, cost-effective and easy-to-use format that will revolutionize the way you run your tax office. Depending on the volume of your existing paper records, it may not be cost effective to digitize older files, but you can start fresh by printing to PDF instead of paper going forward.

PaperCut will streamline work flow and drastically reduce costs associated with most tax preparation offices including printing, mailing and storing paper. It will also save you time looking for tax returns lost in the shuffle. PaperCut provides the option to scan and save all your client’s documents including Form W-2, Form 1099, and forms of ID and handwritten notes. With PaperCut you also eliminate the need to print e-File reports (Transmission Confirmation, Acknowledgements, and Bank Reports). PaperCut also saves on printing by allowing you to e-mail your client an encrypted copy of their tax return.

For an overview of PaperCut click HERE.

For detailed instructions on how to email a return using PaperCut click HERE.

Provides online access for you and your clients to check the status of their tax return from anywhere they have Internet access. Log on to www.taxstatusnow.com. This website will allow you to select 'Get My Tax Status' or 'Get My Check Status'. You will need the Social Security Number, Filing Status and Exact Refund Amount shown on the Return to obtain this information.

Tax Office Assistant

Helps you to eliminate those 'Is My Check Ready?' phone calls. Tax Office Assistant will alert your clients that applied for a bank product when their check is ready to be picked up by sending them a text message to the cell phone number listed in the return.

For an overview of Tax Office Assistant and detailed instructions on how to activate this feature in the tax program click HERE.

AdPack

Provides production ready print media for your office, including door hangers, posters and table tents.

Mobile Manager

This report will give you a quick snapshot of the performance of your office including total returns, total bank products, total electronic mailed and direct deposit returns, total charges, total bank charges, and total bank paid.

 

For detailed instructions on how to access your Online Management Report (Mobile Manager) HERE.

Twilio