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The tax industry is constantly evolving to improve the taxpayer experience, and as taxpayer preferences change, so do the ways in which we need to reach them.
  • ​Customizable: Add your logo, office colors, and branding in minutes
  • ​Reach More People: Share your app with anyone across the US
  • ​Save Time: Import taxpayer information directly into your tax software
Start Your 7 Day Free Trial
The tax industry is constantly evolving to improve the taxpayer experience, and as taxpayer preferences change, so do the ways in which we need to reach them.
  • ​Customizable: Add your logo, office colors, and branding in minutes
  • ​Reach More People: Share your app with anyone across the US
  • ​Save Time: Import taxpayer information directly into your tax software

What Can You Customize?

Make Your Virtual Experience An Extension Of Your Tax Business

Create an experience that makes it easy for your customers to work with you in a fun and engaging way. Here are some ways you can personalize your virtual experience:
  • Your Logo
  • Tax Business Colors
  • Tax Business Info
  • ​Intro Message 
  • ​Call Feature: Calls your office directly from the app
  • ​Message Feature: Sends email message to your tax office
  • ​Share Feature: Allows users to easily share your app with their friends

How Can You Share Your App With Customers?

Share Your Link To Your Customers Favorite Messaging Platforms

After you create your link, you will be able to share it with customers anywhere. You can share through text, email, Facebook Messenger, Whatsapp, Facebook Groups etc.

As soon as they click your link, it will take them to the app store to download Connect, and then directly to your virtual page to get started. Check the video to see how that works!

What Does A Sample Return Look Like?

Give Your Customers An Easy Way To Securely Send Their Tax Documents

  • Language Options: Your customers can go through the app in English and Spanish
  • Scan License: Automatically pre-fills your customers basic info
  • Upload Documents: Your customers can easily upload their tax documents, and any other requirement you have.
  • ​Live Chat: Communicate with your customers and gather any additional information you need to complete the return.

Where Can I Access The Information 
And How Does The Signature Process Work?

View Return And Request Signature

Customer Signature

View Return And Request Signature

Customer Signature

View Signed Document

View Signed Document

"I couldn't believe how easy it was to share my app with my friends, family, and clients. It really takes your tax office to a new level".
Tamira R.
"So worth the money. I paid it off with 2 returns, and all my clients found it very easy to use".

KIMBERLY G.
"My favorite part was seeing how it imported all my clients information into my tax software with one click. It was like magic."
Jorge M.
Sign up Below
Enter your information below along with payment method to start using Connect this tax season. You will NOT be charged until after your 7 day free trial, and you can cancel at any point during the trial period without cost.

At the end of the trial period, the subscription will become a paid version, so you don't experience any interruptions to your service.
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