How to Select the Best Professional Tax Preparation Software

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The busy tax season is just around the corner. Hopefully, you are ready for the rush.

During the first quarter of the new year, tax preparation is a high priority for both business owners and tax professionals, alike. As a tax preparer, working long hours for your clients can be stressful. It would be fabulous to have some much-needed help to shave off some of the working hours and to happily survive this busy tax season.

 

Using the right tax preparation software can be a tremendous help, save you time and reduce your workload. Sigma Tax Pro’s Professional Tax Software for Preparers offers everything you need to make your tax preparation business successful this season. Let’s take a look at some of the best professional tax preparation software designed to maximize revenue and increase client satisfaction.

Considerations for Choosing the Right Software

Selecting the ideal software for tax preparation needs is particularly important for effectively and accurately managing your clients’ tax returns. Be sure to consider the following prior to selecting the software to be used:

  • Price
  • Ease of use
  • Disbursement options
  • Filing options
  • Available tech support
  • Software integration
  • Robust tools
  • Organized layout
  • Customer service
Key Features to Look for in Tax Preparation Software
  • Advanced security – Data security is always a major concern for tax preparers and their clients. The best tax preparer software provides robust data security to protect clients’ sensitive information and their financial future.
  • Comprehensive customer support – Every tax preparer faces preparation issues from time to time. The best professional tax filing software offers exceptional customer support with multiple channels, including live chat, phone assistance, and access to resources such as tutorials and help centers, right when you need it most.
  • User-friendly interface with simple navigation – The last thing you need during the busy tax season is a hard-to-navigate platform. Look for tax pro software that offers an organized layout, tools that are easy to find, and efficient features.
  • Integrated tax compliance features – Each and every business must abide by tax regulations. The process can be significantly streamlined with software that includes tax compliance features. The best tax preparer software automatically computes taxes in accordance with current laws and generates tax forms straight from your financial data.
  • Customization options – Each tax preparer has diverse needs, and customization makes it easy to utilize software to individual requirements for seamless efficiency.
Top Professional Tax Preparation Software Options

Sigma Tax Pro has everything you need to make sure that your tax preparation business thrives this upcoming tax season. Below are some of our top professional tax preparation software options:

Sigma 1040-EZ

Our most popular service package for first year EROs (Electronic Return Originator), Sigma 1040-EZ is the most cost-effective solution for new tax preparers without sacrificing value. Clients can receive their refunds quicker with direct deposit, in office check printing, or prepaid VISA/MasterCard options. With a user-friendly interface, offsite backup storage, secure login, and more, this web-based software offers everything a new ERO needs.

Sigma 1040-SR

When searching for a reliable tax software product that can handle a high volume of clients in a short period of time… Sigma 1040-SR offers seamless error-solving, an easy-to-use interface, customizable reports, and much more. Sigma 1040-SR comes packed with a seamless error solving mechanism that makes tax preparation a smooth experience for you and your clients.

Sigma 1040-DR

For clients with complex returns, Sigma 1040-DR is our premium tax software for tax preparers.

Boasting a dedicated account manager to support you and your staff throughout tax season, as well as automatic software updates and customizable reports by location. Sigma 1040-DR even allows you to capture taxpayer signatures electronically with the use of a signature pad or it can be done remotely.

Sigma 1040-TW

The Sigma 1040-TW service package includes a premium software solution with real-time calculations, a built-in Interview Wizard for simplified data entry, and a secure server with automatic updates. Whether you specialize in the simplest 1040EZ returns or focus on the more complex 1120 corporate returns, Sigma 1040-TW has a customizable solution for you.

Benefits of Using Professional Tax Software
  • Convenience
  • Cost-effectiveness
  • Ease of use
  • Faster return processing
  • Minimizes errors
  • Ideal for record-keeping

Sigma Tax Pro is dedicated to providing professional tax preparers with comprehensive solutions that maximize business revenue and increases client satisfaction.  When using Sigma Tax Pro software, tax preparers also have the ability to collect preparation fees via the payer’s refunds and may also be able to provide clients with cash advances when using specific Sigma Tax Pro bank products. Delivery of a full range of essential services for professional tax preparers, accountants, and CPAs, the tax preparation software helps reduce the preparer’s workload and supports you during the busy tax season.