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Smart Tax Delivery
Automate tax return delivery—from personalized walkthroughs to payment reminders.
Automate tax return delivery—from personalized walkthroughs to payment reminders.
Smart Tax Delivery automates the entire process with guided client walkthroughs.
Give your clients an opportunity to quickly review their key demographic information and any amounts due or to be refunded, before asking them to review and sign their tax forms.
Guides clients step-by-step through their return, payment options, and signature process.
Supports multiple signers, same-device signing, and print options for maximum flexibility.
Shows clients exactly how to pay federal and state taxes, with automatic quarterly reminders.
Automatically reminds clients each quarter of estimated tax payments due.
Monitor client progress in real-time and get instant notifications when returns are signed.
