ROCK HILL, SC / ACCESSWIRE / January 22, 2024 / Tax professionals, CPAs, reporting agents, 3504 Agents, and other tax preparers are extremely busy this time of year, completing numerous year-end forms for the businesses they file on behalf of. This includes payroll and employment Forms 1099, W-2, 940, 941, 1095 and more. TaxBandits provides a comprehensive e-filing solution, allowing tax professionals to meet their client’s deadlines on January 31, 2024, without sacrificing an organized and efficient workflow or breaking the bank.
Despite the looming deadlines, TaxBandits, a leading IRS e-file provider, offers its clients – whether business owners or professional tax preparers – the tools necessary to meet their filing requirements and needs. With a Tax Pro account, tax professionals can easily complete and track their clients’ filings, add and manage their staff, and delegate responsibilities as needed for a last-minute filing solution that doesn’t feel rushed.
TaxBandits’ Seamless Filing Solutions – Free for Tax Professionals
Professional tax preparers can enjoy all the following streamlined features included in their Tax Professional account at no additional cost.
Staff Management Tools
Tax professionals can invite their staff members to access the TaxBandits account with their own unique, secure credentials with the staff management feature. After the invited staff members set up their account credentials, the account administrator can assign them to the businesses they are responsible for, with roles that scale their access. The staff member can be granted the highest level of privileges after the administrator as a ‘Co-admin’, they can also be assigned the role of ‘Preparer’, ‘Approver’, and ‘Transmitter’. Roles can be adjusted and revoked as needed.
Client Communication Portal
The customizable TaxBandits portal enables their clients to keep track of their recipients’ forms, and filing status, review & approve forms, and maintain seamless communication.
Within the portal, the ‘Observations’ tool facilitates communication and feedback between tax preparers and clients, enabling seamless collaboration and efficient resolution of observations.
Clients can engage in the process by reviewing in-progress forms, offering feedback through observations, and sharing necessary files before transmission. Post-transmission, tax professionals can share copies of the final forms with clients as needed, ensuring a comprehensive and collaborative filing experience.
Digital Document Management
Tax professionals can upload and store important documents from their clients in the secure, cloud-based TaxBandits application. Making it easy for them to pull these documents when completing future filings.
Gather Insights from a Robust Reporting Feature
CPAs and tax professionals can generate reports to gain insights into their filing season at any time from their TaxBandits account. This includes a detailed summary of each business’s filings, each staff member’s filing activities, a Postal Mailing report, and credit-usage reports.
Secure Credit Card Sharing Options
Tax professionals who prepare and file forms as a team can securely place orders using a saved credit card within the TaxBandits account. Another great option for ensuring secure payments for a team is purchasing prepaid credits. Prepaid credits can be applied at checkout instead of a payment method, allowing an entire team to file efficiently without needing access to credit card information.
Manage Office Locations
Tax Pro features are scalable to meet the needs of any accounting firm. With Office Locations, the account administrator can group their staff members by location. This is ideal for a large firm with multiple locations and teams.
TaxBandits’ Transparent, Tiered Pricing Structure
With TaxBandits, tax professionals can not only maximize their time but their money as well. TaxBandits enables tax professionals filing across multiple EINs to lock in their lowest pricing through tiered pricing. Prepaid credits allow tax professionals to maintain this pricing as they never expire. There are no subscription fees or upgrade fees with TaxBandits, all features are included for free in the account, and their clients are only charged for the forms they file.
For the 2023 tax year, TaxBandits clients can opt-in to unlimited TIN Matching services. At the cost of $19.99 per business, they can activate TIN Matching for an unlimited number of recipients for an entire year. This feature enhances accuracy and ensures compliance throughout the filing process, providing a valuable option for tax preparers.
Flexible Recipient Copy Distribution Services
TaxBandits simplifies recipient distribution for tax professionals with flexible options. Recipients can securely access forms online, reducing paper usage. Postal mailing is also supported for those preferring traditional copies. Tax professionals can easily select the preferred method, and real-time tracking keeps them informed. This streamlined range of distribution options enhances flexibility for both tax professionals and recipients.
Dedicated Customer Support
Their clients can confidently file, knowing they have easy access to TaxBandits’ customer support team through phone, email, and live chat throughout the filing process. The TaxBandits team offers live, local support without the hassle of lengthy phone chains or automated bots, ensuring a responsive and personalized assistance experience for tax professionals.
When asked about these streamlined solutions for tax professionals, Agie Sundaram, the CEO and CO-founder, responded,"TaxBandits’ e-filing solutions empower tax professionals with efficiency and accuracy, streamlining the filing process with secure communication, personalized branding, and comprehensive recipient distribution options. Features like unlimited TIN Matching services prioritize their needs, ensuring confidence in tax preparation. Backed by responsive customer support, TaxBandits simplifies tax season for professionals."
Tax professionals can begin tax preparation with TaxBandits by creating a free account at taxbandits.com today!
About TaxBandits:
TaxBandits is a SOC 2 Certified, IRS-authorized e-file provider specializing in 1099, Form W-2, Form 1095-C, Form 1095-B, Form 940, Form 941, and Form W-9. Serving businesses, service providers, and tax professionals, TaxBandits offers a comprehensive solution for year-end filings.
Software providers and other high-volume filers can take advantage of TaxBandits API. The integration allows them to add value for their clients and expand monetization efforts. TaxBandits API enables seamless preparation and e-filing of 1099, W-2, 941, 940, and ACA 1095 forms. Software providers can also use the developer-friendly 1099 API to request W-9s and automate 1099 filings efficiently.
About SPAN Enterprises:
Headquartered in Rock Hill, South Carolina, SPAN Enterprises has been developing industry-leading software tools for e-filing and business management for over a decade. The SPAN Enterprises portfolio includes TaxBandits, Tax 990, ACAwise, ExpressExtension, 123PayStubs, and TruckLogics.
For media inquiries, please contact:
Stephanie Glanville
Content Writer, SPAN Enterprises
[email protected]
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SOURCE: TaxBandits
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