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TAXMA Professional Tax Support
Your success is our priority, TAXMA always makes sure that our partners get top-notch support throughout the entire year. Our support goes beyond TAXMA software we will also provide you assistance with your tax return questions. We will make sure that you provide world class service so that taxpayers keep coming back to you every year and referring new business to your tax office.
Self-Paced
Take the time to learn at your own pace
Online
Use our online training courses to learn
Webinars
Attend live schedule webinars to learn
Website + Tax Mobile App
TAXMA is focused on helping our partners stay ahead of their competitors, while having the providing taxpayers cutting edge tools that convenient. With our partnership program we provision a professional website and tax mobile application. These tools will give your office a competitive edge over other tax preparers in your area.
Get all the skills to be the best!
We strive to make your QE and CE requirements as convenient as possible.
1-888-72 -TAXMA
How it Works
When signing a tax return or bank application, select RemoteSign.
After the tax preparer clicks RemoteSign, the Remote Signature Options screen pops up asking which method the taxpayer/spouse would like to use to sign the tax return (based on information collected in the Client Data screen).
The taxpayer receives a text message or email (based on their selection) with a link to validate their identity.
The taxpayer validates their identity with:
- Last 4 digits of SSN
- Date of Birth
- Last Name