Complete 1040 Assembly
Build individual tax returns with guided workflows. Prepare Forms 1040 with integrated schedules for all income types and deductions.
Schedule C & E Support
Handle self-employed clients with dedicated Schedule C assembly. Prepare rental property returns (Schedule E) with depreciation schedules included.
Business Entity Returns
Prepare S-Corp (1120-S), C-Corp (1120), and Partnership (1065) returns. Support complex business structures with full entity-level tax compliance.
Real-Time IRS Validation
Catch errors before filing. Validate returns against current IRS requirements and tax law changes automatically.
Amendment Processing
File corrections quickly. Prepare and e-file amended returns (1040-X, 1120-X) with full IRS compliance documentation.
Direct E-File Submission
Send returns to IRS within 24 hours. File completed returns directly through IRS e-file network same business day.
Express Interview Mode
Tax software features built for independent preparers
Built for new preparers and seasoned alike
Click the cards that apply to your client’s situation. We auto-add the right forms and schedules to the return.
Remote E-Signature Workflow
SMS-delivered, KBA-verified, IRS-compliant
Send a secure signing link to your client’s phone. They sign in 60 seconds, you e-file same day.
Multi-State Filing
Support clients across borders. Prepare and file state returns for all 50 states with jurisdiction-specific requirements built in.
Refund Anticipation Loans
Accelerate client cash flow. Offer loans against expected refunds — clients can receive funds in 1-2 days instead of waiting weeks.
Refund Advance Checks
Alternative to direct deposit. Issue checks to clients with funds available within 24-48 hours of approval.
Easy Payment Plans
Help clients manage tax liability. Set up installment agreements for taxes owed with built-in payment tracking.
Tax Refund Transfers
Direct refund routing. Offer clients the ability to have refunds deposited to their preferred account or payment card.
ACH Money Movement
Flexible fund transfers. Move client payments and refunds via ACH with real-time settlement tracking.
Cash Advance for Clients
Boost service value. Provide upfront cash advances to clients during return preparation — expand your service offerings.
Online Client Portal
Client self-service access. Clients log in to upload documents, view return status, and sign electronically from anywhere.
Secure Document Upload
Streamlined info gathering. Clients upload W-2s, 1099s, receipts, and other documents through encrypted portal with audit trail.
Document Request Automation
Reduce back-and-forth. Automatically request missing documents from clients with reminders and deadline tracking.
Secure Messaging
Direct communication channel. Send encrypted messages to clients about their returns without email security concerns.
Appointment Scheduling
Manage client meetings. Built-in calendar integration lets clients book tax prep appointments during your available hours.
Direct Payment Links
Simple client payments. Generate unique payment links for clients to pay preparation fees or estimated taxes.
Mobile-Friendly Client Access
On-the-go access. Clients access portal on smartphones and tablets with responsive design optimized for small screens.
EFIN Management
Control your filing credentials. Manage and track your Electronic Filing Identification Number (EFIN) for all e-file submissions.
IRS e-File Credentials
Secure credential storage. Store and manage IRS authentication securely with automatic credential validation.
Filing Status Tracking
Real-time updates. Monitor return status from submission through IRS acceptance with immediate notifications.
Rejection Resolution
Fast error handling. Automatically identify rejection reasons and guide you through corrections for resubmission.
Acceptance Notifications
Instant alerts. Receive immediate notification when IRS accepts your e-filed returns.
Filing History & Records
Complete audit trail. Maintain organized history of all filed returns with transmission confirmations and IRS acknowledgments.
Compliance Rule Engine
Stay current. Automatic updates ensure you’re filing with latest tax law changes, deduction limits, and IRS requirements.
Practice Dashboard
All metrics at a glance. View key practice metrics: returns filed, revenue generated, client count, and filing timeline.
Revenue Tracking
Monitor income streams. Track revenue from preparation fees, refund products, payment plans, and other services by client and period.
Client Analytics
Understand your book. See client demographics, retention rates, average fees, and profitability per client segment.
Return Status Reports
Know where you stand. Generate reports showing returns in progress, filed, accepted, and pending at any time.
Performance Dashboards
Measure productivity. Track individual preparer productivity, return processing time, and quality metrics by team member.
Tax Trends & Insights
Stay informed. Access summaries of tax law changes, deduction trends, and filing patterns relevant to your client base.
Knowledge Base
Self-service help. Browse comprehensive articles on features, tax topics, and troubleshooting without waiting for support.
Video Tutorials
Visual learning. Watch step-by-step videos covering common tasks from client intake through e-file submission.
Email Support
Direct assistance. Get responses from our support team via email for questions and issues.
Onboarding Academy
Get started quickly. Structured training program for new users covering setup, common workflows, and best practices.
Tax Law Resources
Compliance library. Access summaries of federal and state tax law updates throughout the year.
Community Forum
Peer learning. Connect with other tax professionals to share tips, ask questions, and learn from real-world scenarios.
Ready to Build Your Practice?
All these features come standard with TaxOwl Pro. No add-ons. No hidden costs. $649/season/season for unlimited returns; Starter ($449) covers up to 25 returns; Desktop ($899) for unlimited local install; Premier ($1,199) for new practices wanting the launch playbook.
Apply Now — Join the 2027 Season