The Virtual
Professional Tax Office

We can have you setup running your own Virtual Professional Tax Office.  This is the opportunity to save your clients from the Do It Yourself and Big Franchise Tax Companies.  This is the FUTURE and if you do not act now you will be left in the Dust!

The Change

The Future of the Tax Industry has Arrived

Changing of the Big Tax Franchise Business Model

Covid-19 has changed the entire world. Large companies have their employees working from home.  The Board Room meetings are now done through Video

Conference Meetings.  

With people getting accustomed to Video Conferencing,

working from home, even family gatherings are done through Video Conferences it is the perfect time for people to accept getting their taxes done by a Tax Professional without going to a Store Front. 

  • Available Appointment Calendar Scheduler
  • Complete the Client APP it Auto Syncs to the Tax Software
  • Access the Client Portal to download Tax Return PDF’s
  • Review and Sign Documents
  • Join the Video Conference Meeting with Secure Code
  • Transfer Docs through the Video Conference Software
  • Video Conference Meeting can be Recorded
  • No Brick and Mortar Location Required
  • Video Conference Client Meeting
  • Scheduler for your Client Meeting
  • Remote Signature
  • Client App
  • Client Portal
  • Tax Preparation Software
  • Bank Products
  • Audit Protection
Video Conferencing

Steps for your Clients

The steps are done from where ever your Clients feels like doing them.  Plus they can do the steps for any device; Phone, Tablet or Computer. 

The Customer Experience

  • Set the Video Conference Appointment Meeting
  • Complete the Client APP that syncs with the Tax Software
  • Have the Video Conference with the Professional Tax Preparer
  • Receive a PDF copy of the e-Filed Tax Return

Be a Part of the Change

Virtual Professional Tax Office

$ 849
99 Per Year
  • Federal & State
  • Unlimited e-File
  • 1 Domain Name
  • Bank Products
  • Audit Protection

The Complete Package

  • Professional Tax Software

  • Client App Sync’s with Tax Software

  • Video Conferencing Software

  • Document Signing Software Remote Signature

  • Virtual Office Website sample website click here

  • Video Conference Calendar Scheduler

  • Video Conference Recording

History Lesson:

The Video Movie Rental Store was replaced by a Red Box, but the Red Box is now replaced by online Video Streaming.

Don’t be left in the Dust!

Go Virtual

The Market we are targeting is the person that wants their taxes prepared by you, "The Professional Tax Preparer".

Years ago, before I became the tax preparer, I would go to one of the Tax Franchise offices. I would sit and wait sometimes for an hour or more just to pay them to file my taxes.  I can also remember waiting in the cold outside just to get in to wait that hour or more. I never even thought someday there would be a way to stay home and get my taxes prepared through something called the internet.

Now folks have gotten accustomed to Video Conferencing with the company there for, their customers, kids and parents as it has become the norm.  Which has created the need for you the Tax Professional to move with this new trend, that’s why we want to offer you the ability to offer this to your current clients and new clients that here about your new no contact Professional Virtual Tax Office.

We have created a site for you to look at to give you a visual idea of how this works, so click the logo below and allow you creative mind to go!

Visit our Site to see What we can do for you!

Click the Logo