Benefits of Bank Products with Professional Tax Software

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Preparing taxes for a variety of businesses requires a lot of time and effort for accounting firms. Using professional tax software is a great way to streamline this entire process while keeping everything well-organized. Choosing to use professional tax preparation software with bank products is an excellent investment that offers numerous features. These bank products are an additional service that tax preparers can offer to each client. Offering bank products is a great way to stand out from the competition while also providing more value to your clients.

Sigma Tax Pro’s Bank Products

Sigma Tax Pro offers various banking products to accounting firms, CPAs, and professional tax preparers. These banking products provide numerous benefits, whether you need PayDash for providing cash advances or if you need to use EPS Financial for its flexible electronic payment system. Using Refundo is a great way to expedite the entire process while also giving you access to detailed information on the go. Other banking products include Tax Products Group, Refund Advantage, and Republic Bank & Trust. Ian W. Gardner, Business Development Manager at Sigma Tax Pro states “With the delayed taxpayer funding last year, cash advances and bank products became more important than ever. By offering these products, many tax professionals were able to grow their business, while providing their customers with the financial bridge they needed.”

Here are a few of the main benefits of using professional tax preparation software with bank products:

Saves Time

Time is often short for accounting firms. Meeting deadlines and keeping clients happy is always a top priority. Using banking products and professional tax preparation software is a great way to save yourself a lot of time. Refundo makes it easy to review detailed information regarding tax documents, bank applications, office performance, and more with its innovative software. You can even add multiple users to your team and change access levels with only a few clicks of a button.

Boost Productivity

Finding ways to maximize productivity isn’t always easy. Using the top tax preparation software for professionals with banking products is a great way to make the job tasks for each employee much more effortless. PayDash makes it possible for you to confidently run your office, whether you need refund disbursement options or cash advances for your clients. These different features are easily accessible with professional accounting software, which helps streamline workflow and increase productivity.

Access to Real-Time Information

Another advantage of using professional tax software with banking products is that it gives you access to information in real-time. Refundo makes it possible for you to log in at any time view office performance, whether it’s on your PC, Mac, tablet, or smartphone. All of this information within professional accounting software will help you make decisions that are in the best interests of your company while also allowing you to meet the needs of each client.

Customization Options

The needs for accounting firms and tax preparers are constantly evolving, and they vary from company to company. Using Refund Advantage is the perfect solution for helping you to customize your account in an almost countless number of ways. One of the primary focuses of this product is to provide the best refund banking experience available. The Independent ERO offers numerous options and solutions to create a much smoother tax experience for everyone.

Increase Client Satisfaction

Keeping your clients happy is essential to staying in business. Using the top tax preparation software for professionals allows you to serve each one of your clients better. Gaining access to banking products and professional tax software is also a great way to streamline taxes and make the jobs of accounting firms easier. These banking products offer a variety of features, and they provide a strong customer support team that’s always happy to answer any questions and provide guidance on how to best use each product.

Scalability

The needs for accounting firms are constantly changing, whether they are adding new clients or scaling back their services during less busy times of the year. These banking products in professional accounting software give you the scalability to easily add new users with a few clicks of a button. Using these software solutions also gives you plenty of space to meet the growing needs of your business. All of these scalability options provide accounting firms with much-needed flexibility in today’s ever-changing work environment.

Closing Thoughts

Using professional tax preparation software with bank products is an excellent investment for accounting firms and other businesses managing taxes. Access to the top tax preparation software for professionals offers many benefits, such as saving you time, boosting productivity, and scalability options. Other advantages include countless customization choices, access to real-time information, and improving client satisfaction. Choosing to use professional tax software is a great way to rise above your competitors while helping you provide the best available services to your clients.

Now is a great time to reach out to Sigma Tax Pro to learn more about using our professional tax software and banking products!