Eliminate in-office visits today. Let taxpayers start returns, upload documents, and track status—all from their phone with the Sigma Pro Tax mobile tax app.
Sigma Tax Pro 1040-SR customers now have a significant advantage over other EROs thanks to our new mobile tax app. Our tax app provides a fast and user-friendly experience for tax professionals and their taxpayers regardless of location. Plus, it can be personalized with your business’s name and logo.
The Sigma Tax Pro tax mobile app integrates fully with your systems, allowing taxpayers to effortlessly submit and upload documents, start and update tax returns, and check in on the status of their returns at any point. Our technology gives you the tools you need to improve your efficiency and client satisfaction.
The benefits of the Sigma Tax Pro mobile tax app include:
Keep reading to find out more about Sigma Pro Tax’s full range of benefits, or speak to an account manager below.
Our 1040-SR mobile tax app streamlines tax preparation, helping your clients to securely and efficiently handle their tax documents directly from their mobile devices using Sigma’s 1040-SR software.
The Sigma Pro Tax mobile tax app is fully brandable, allowing you to reinforce your professional identity. Sigma’s Creative Team is ready to help you create a logo and full corporate identity for your tax office. Please contact your account manager today to find out more about pricing and down payment options for our services.
There are a number of benefits to using the Sigma Tax Pro mobile tax app, which is designed specifically to boost your business’s efficiency and the quality of service for your clients. These benefits make ours one of the leading tax software apps available to EROs.
No more relying on time-consuming face-to-face meetings or long-winded phone calls just to get the information you need. Our state-of-the-art tax app comes with integrated messaging services, allowing you to communicate with your clients instantly, even while you are on the go—saving valuable time for both you and your clients.
Whether you are starting a new tax return or updating an existing one, the Sigma Pro Tax mobile tax app supports fast and effective filing of tax returns and supporting documents; it also supports photos of documents. This rapid submission process saves time for everyone involved, avoiding traditional office meetings.
We prioritize security for your clients’ peace of mind. The Sigma Pro Tax software app utilizes multi-factor authentication, meaning your documents and confidential communications remain safe, confidential, and secure between you and your client. Nobody else has access to them other than the people you choose.
Stay on top of every development with built-in automated notifications. You and your client will receive alerts instantly when changes are made to returns, new messages are received, or returns are submitted. This capability ensures everyone is on the same page, minimizing delays and reducing administrative headaches.
With our professional mobile tax app, you are no longer restricted to serving clients only in a specific location. This means you can exponentially grow your client base and, with it, your business’s income. Our app helps you create a mobile tax office capable of serving busy clients such as military personnel, single parents, or anyone who doesn’t have time for a traditional office visit.
Our tax app is designed to work seamlessly with your desktop and web-based Sigma Tax Pro software package, helping you avoid duplicating your efforts to update returns between systems. Sigma Pro Tax also helps you avoid sifting through folders of documents, instead consolidating everything in a single location.
Ready to go mobile and maximize your revenue?
The Sigma Tax Pro mobile tax app is an available feature for Sigma 1040-SR customers and their taxpayers that can be personalized with their own name and logo. It is fully integrated with your systems and provides the crucial functionality needed for streamlined tax preparation in the modern, mobile world.
Key features of the Sigma Pro Tax mobile tax app include:
The tax app is designed to work seamlessly with your desktop and web-based Sigma Tax Pro software package. This full integration means there are no more duplicated efforts to update returns between systems, and everything you need is consolidated in one efficient location.
Our cutting-edge technology gives you the tools you need to improve your business’s efficiency:
With a professional mobile tax app, your client base can expand exponentially. You are no longer restricted to only serving clients in a specific geographical location. You can easily create a mobile tax office capable of serving busy clients: military personnel, single parents, or anyone who does not have time for a physical office visit.
Our state-of-the-art tax app comes with integrated messaging services, enabling you to communicate with your clients instantly, even while you are on the go. This flexibility and ease of communication enhance your service and save valuable time.
Security is a key priority for your clients. The Sigma Tax Pro tax app uses multi-factor authentication. This ensures your documents and private communications remain safe, confidential, and secure between you and your client.
You and your client stay on top of every development with built-in automated notifications. You will receive alerts instantly when changes are made to returns, new messages are received, or returns are submitted.
