Mobile App

Tax On Track Pro Mobile App dashboard gives you real-time access and control to your tax preparation office, even while on the move.
  1. Prepare your clients’ tax returns anywhere
  2. Easily capture documents using a mobile camera
  3. Get clients’ e-signature within seconds
  4. Synchs in real-time with your TOTPro desktop app
  5. Revise and collaborate on editing forms in real-time
  6. Request and receive documents instantly
  7. Send messages and reminders to clients
  8. Update clients’ documents and file taxes all in the mobile app

As tax season approaches, things can get hectic. It’s hard to manage all the paperwork, receipts, and invoices that come with it. You need an easy system to stay organized and track everything you need. Other tax preparation software can’t give you the efficiency, accuracy, and scale that you want. That's because you continually switch between programs and windows. The problem is that you cannot work on multiple tax returns at once without losing track of which client is receiving what.

Simplifies The Process!

We built a convenient, intuitive, and complete mobile app to make tax preparation easier for taxpayers and tax professionals.
With this mobile tax app, there is no need for a physical office – you can do everything virtually!

You will save countless hours of manual data entry.

Your Complete Tax Business
At Your Fingertips

Reduce Redundancy & Save Time

No more bouncing around between your file sharing, web hosting, and email apps. Scan documents from anywhere with your mobile device. You can then upload these documents directly to our secure cloud platform.
The software automatically populates the client’s file with these documents once they’re in the system. You will simply review and submit as usual – no need for extra steps or redundant work!

Reduce Errors & Speed Up Filing Time

The TaxOnTrackPro Mobile App not only simplifies tax preparation for tax preparers and clients, but also reduces errors in filing. We also make preparing clients’ taxes incredibly easy with our intelligent interface, even if you’re a first-time tax preparer.

Your clients will love the ease with which they can upload their documents and access the mobile application at any time.

Tax On Track Pro's Mobile App is included in all of our software packages.

Would you like to learn more?