Pro Tax Blueprint is your all-in-one cloud-based solution for tax preparation, client management, remote signatures, and secure document collection — branded with your business name and logo!
🛠️ Features:
Branded Mobile App – Showcase your business with your own customized tax app.
Cloud-Based Access – Secure login anytime, anywhere, with full data protection.
Remote Client Management – Collect documents, capture e-signatures, and communicate with clients easily.
Easy Document Uploads – Clients can upload W-2s, 1099s, IDs, and more right from their phones.
Software Training Included – Get step-by-step training to maximize your software use.
Multi-User Admin Panel – Manage staff and control user permissions with ease.
📦 What's Included:
Access to Pro Tax Blueprint software (annual license)
Mobile app branded with your business logo and name
Full onboarding training & support
Updates and software improvements included
📈 Why Choose Pro Tax Blueprint?
Designed for both new and experienced tax professionals
Save time with streamlined processes
Stay compliant with remote e-signature capture
Work 100% virtually or offer hybrid services
Expand your brand with your own business-branded app
💬 Customer Support:
Need help? Our friendly support team is here to make sure you're set up for success every step of the way.