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Our customers rely on our software to deliver what they need most
Designated specifically for Tax Professionals
Instant status of returns, acknowledgements, and rejects.
This software feature takes you directly to errors for quick fixes.
Taxma Online
Our Virtual Tax Office is powered by Taxma Online and enhanced with our Vault Document Storage, eSignature, Client Portal and Taxma Mobile to help support your ability to run a cloud-based tax preparation business securely, and access all your tax returns and office documents anytime, anywhere.
Taxma Mobile
Provide your clients with a secure way to start their tax return from the comfort of their smartphone, computer, or tablet. The taxpayer uses Taxma Mobile to upload tax documents and enter basic return data that flows directly into their tax return in Taxma Online — saving you valuable time.
Taxma Desktop
Installed locally in your office computer and office network, our powerful Taxma Desktop software stores your tax return data on your machine and provides access to both 1040 Individual and 1065, 1120, 1120S, 1041, 706, 709, 990 Business tax returns.
Time-Saving Features
Prepare more tax returns with our time-saving tools: live refund monitor, intuitive color-coding, hyperlinked diagnostics to check any e-filing errors before you file, integrated line by line tax help, and tax form defaults that allow you to cut your tax prep time by 20%!
Refund Transfers
Taxma offers a wide selection of fee payment options that allow your clients to deduct the tax preparation fees from their tax refund; ranging from traditional refund transfer products (bank products), to low-cost options at no cost to your taxpayer.
Bilingual Spanish Features
Leverage over 60 tax forms and schedules in Spanish. Display the on-screen Taxma forms and help in Spanish, and print a copy for your client in their language of preference. Bilingual product support is also available to ensure your team always has the help it needs.
Designed specifically for tax professionals:
Our customers rely on our software to deliver what they need most
Instant status of returns, acknowledgements, and rejects.
This software feature takes you directly to errors for quick fixes.
Designed specifically for tax professionals:
Our customers rely on our software to deliver what they need most
Instant status of returns, acknowledgements, and rejects.
This software feature takes you directly to errors for quick fixes.
Built-in Document Manager
Save Money with our Paperless Office Solution
- Easy access to client documents from within the tax return.
- Reduce expenses on paper, toner and filing.
- Documents signed via Signature Pad or Remote Signature stored automatically.
- Stores scanned documents from handheld scanner, mobile app imports, or imports from existing scan folders.
Experience it for yourself!
TAXMA Sales Ph 1888-72-TAXMA
Handheld Scanners
Improve efficiency and accuracy while saving time preparing tax returns. TAXMA's built-in support for certified handheld scanners scans and stores a photocopy of taxpayer documents as you move towards a paperless office.
Electronic Signature Pad
Electronic signature pads provide a quick return on investment through significant time savings, copying of documents, and filing for future access on each tax return. Additionally, they save money by reducing paper usage & storage.
TextLink™
TextLink is an integrated text messaging service within TAXMA Software. Using TextLink or TextLink Plus, high-volume tax preparation offices are able to send a text message to taxpayer cell phones directly from the software.
A simple and convenient process
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Tax Return
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What People Say About Us
We help you see the world differently, discover opportunities you may never have imagined and achieve results that bridge what is with what can be.
“We know a diverse workforce and an inclusive culture matters to our clients. Through philanthropy and employee volunteerism, we support the diverse communities where our employees live.”
Oliver Simson
client of company“We know a diverse workforce and an inclusive culture matters to our clients. Through philanthropy and employee volunteerism, we support the diverse communities where our employees live.”
Mary Grey
client of company“We know a diverse workforce and an inclusive culture matters to our clients. Through philanthropy and employee volunteerism, we support the diverse communities where our employees live.”
Samanta Fox
client of company“We know a diverse workforce and an inclusive culture matters to our clients. Through philanthropy and employee volunteerism, we support the diverse communities where our employees live.”
Oliver Simson
client of company“We know a diverse workforce and an inclusive culture matters to our clients. Through philanthropy and employee volunteerism, we support the diverse communities where our employees live.”
Mary Grey
client of company“We know a diverse workforce and an inclusive culture matters to our clients. Through philanthropy and employee volunteerism, we support the diverse communities where our employees live.”
Samanta Fox
client of company
our team
Our Skilled Leaders
We help you see the world differently, discover opportunities you may never have imagined and achieve results that bridge what is with what can be.
Monica Black
chief communication officer
Peter Perish
chief business project
Olivia Woodson
international consultant