Client Experience
Branded Mobile Tax App
Your clients can complete guided intake, photograph and upload documents, communicate with your office, review information, and complete eligible electronic signatures through the Branded Mobile Tax App configured for your office. Many clients can complete much of the process remotely, although additional verification, documentation, or an office visit may sometimes be required.
Current verified availability
Current verified availability. Provisioning rights, costs, branding limits, multi-location rules and renewal terms are still subject to written third-party provider verification. Nothing is promised as included until that verification is complete.
Fulfilment method
Fulfilment method only. The capability has its own eligibility, provisioning and activation process after enrollment. This does not automatically mean a separate add-on fee.
Intended commercial placement
R&A intends the Branded Mobile Tax App to become a core capability across the approved offers. That intent is subject to provider verification, unit economics, legal review and final pricing approval, and is not a promise of inclusion. No pricing or inclusion terms are published at this time.
Through your office’s unique link, clients can:
- Create an account connected to your tax office
- Photograph and upload tax documents
- Submit personal and tax information
- Communicate with your tax office
- Receive document and information requests
- Review documents
- Complete eligible electronic signatures
- Check updates provided through the app
What to expect
- The app displays your approved tax-office name and branding, helping your clients stay connected with the office they know and trust.
- Offices may receive approved branded icons, colors, logos, and display configurations. The product category remains the Branded Mobile Tax App; R&A does not represent that each office receives a separate public app-store listing or a separate app-store application.
- Some clients may still need to provide additional verification, documentation, or visit the office depending on their tax situation and your office procedures.
- R&A Pro-Tax Software Solutions™ is delivered on the TaxSlayer professional tax-preparation platform under R&A’s service-bureau relationship. ROSSNEXUS™ is the CRM and office-operating layer and is not the tax-preparation software.
- Availability, supported features, and electronic-signature eligibility depend on the applicable tax year, software configuration, government availability, eligibility requirements, and the features activated for your office.