Tax Preparation On-The-Go

In today's mobile world, tax professionals need the ability to work anytime, anywhere. That's why we created Taxes To Go, our mobile app designed to support on-the-go tax preparation. With Taxes To Go, you can manage your tax business from your mobile device, providing greater flexibility and convenience for both you and your clients.

Features

Key Features of Taxes To Go

In a fast-paced world, flexibility is key. Taxes To Go empowers tax professionals to manage their business wherever they are—right from their smartphone or tablet. Whether you're meeting clients, working remotely, or simply need quick access to files and messages, this mobile app makes it effortless to stay connected and productive.

With secure document handling, real-time communication, and seamless integration with R&A Pro-Tax, you can deliver top-tier service while on-the-go. Simplify your workflow and elevate your client experience—all from the palm of your hand.

01

Secure Document Upload

Clients can securely upload tax documents directly through the app, ensuring confidentiality and convenience.

02

Real-Time Communication

Communicate with clients in real-time through the app's secure messaging system.

03

Tax Data Capture

Capture tax data on-the-go, streamlining the preparation process.

04

Appointments and Reminders

Schedule appointments and set reminders to keep your practice organized.

04

Integrates Seamlessly with R&A Pro-Tax

Data syncs in real-time with your R&A Pro-Tax desktop application, ensuring you always have access to the latest information.

Benefits for Tax Professionals

Empowering Tax Professionals with Mobility, Efficiency, and Client-Centered Service

Increased Flexibility

Work from anywhere, at any time, with the ability to access client data and prepare taxes on-the-go.

Improved Efficiency

Streamline your workflow by capturing tax data and communicating with clients directly through the app.

Enhanced Client Experience

Provide clients with a convenient, mobile way to upload documents and communicate with your practice.

Benefits for Clients

Stay connected, informed, and in control—anytime, anywhere.

Convenience

Securely upload tax documents and communicate with their tax professional from their mobile device.

Real-Time Updates

Receive real-time updates on the status of their tax return.

Real-Time Updates

Receive real-time updates on the status of their tax return.

On-The-Go Access

Access their tax information and communicate with their tax professional anytime, anywhere.

Join the R&A Pro-Tax Community

Take your tax business to the next level with R&A Pro-Tax Software Solutions. Contact us today to learn more and schedule a demo.