Monday, 23 January 2023 01:00 PM
Company Update
ROCK HILL, SC / ACCESSWIRE / January 23, 2023 / With just one week until the multiple year-end deadlines on January 31, 2023, tax professionals are working busily to meet their client's deadlines. This includes filing Forms W-2, 1099 Form, Payroll Forms 941 and 940, and more.
TaxBandits, a market-leading E-file provider delivers the perfect solution for CPAs and tax professionals. This includes volume-based pricing, features designed with professionals in mind, and recipient copy distribution options.
Volume-based Pricing for Bulk Filing
For tax professionals, prepaid credits are a must. Credits offer savings for those that wish to file a large number of forms. By purchasing prepaid credits, tax professionals and their staff members can file their forms more efficiently and speed up the check-out process.
Instead of entering credit card information, prepaid credits will be applied to filing services. This is an excellent option for tax professionals who wish to give their staff access to transmit forms but not access to credit card information.
Bulk Upload Templates
TaxBandits provides Excel templates for the easy upload of form data in bulk. Clients can simply choose the template, fill out the required information, and re-upload the file to their TaxBandits account. This feature makes it possible to generate and file large batches of forms in minutes.
Integrations with Popular Accounting Software
TaxBandits enables tax professionals to easily import their clients' filing information from their accounting software. TaxBandits currently supports integrations with QuickBooks, Sage Intacct, and Xero.
Staff Access and Management Tools
TaxBandits offers exclusive features for clients that indicate they are tax professionals. One of the most popular of these features is Staff Management. This is a great tool that can be leveraged for collaborative filing. The account admin can add their staff to their account and assign them certain roles and access to clients as needed. This tool is perfect for establishing an efficient workflow.
Secure Portal for Client Communication
It is common for tax professionals to request sensitive information during the process of filing for their clients. TaxBandits facilitates the secure transfer of this information through the Client Portal.
Tax professionals can invite their clients to set up their own portal where the two parties can share tax information, raise concerns during the process, and more. The account admin has the ability to enable and disable client portals as needed.
Gain Insight Using Reports
CPAs can easily generate reports and track their filing activities through TaxBandits. Reports that provide insights on clients, payments, filing status, and account activity can be generated in a few clicks.
Recipient Copy Distribution
- Postal Mailing
With TaxBandits, tax professionals have simple options for distributing their clients' W2 Form and 1099 copies. They can choose for TaxBandits to distribute paper copies by mail, USPS validations ensure that all copies are sent to valid addresses.
- Online Access
Recipients can also be granted Online Access to view and download their forms at their convenience through a secure portal. This is the perfect option for businesses looking for a paperless solution. Plus, this eliminates the need for employers to re-issue copies, as their employees can access their forms as needed from the portal.
When asked about the upcoming deadline on January 31st, Agie Sundaram, the CEO, and Co-founder of SPAN Enterprises, TaxBandits' parent company, responded by stating, "Our team is dedicated to building and supporting the most advanced e-filing solution for CPAs. Tax professional features are available to our clients when they create their accounts, there are no additional fees or add-on costs which makes TaxBandits not only the most efficient option but extremely cost-effective as well."
Tax professionals can create a free TaxBandits account and begin filing in minutes at taxbandits.com.
About TaxBandits
The 1099 and W-2 experts! TaxBandits is a SOC 2 Certified, IRS-authorized e-file provider of 1099 Form, Form W2, 1095-B, 1095-C, 940, 941, and W-9, serving businesses, service providers, and tax professionals of every shape and size.
About SPAN Enterprises
Based in Rock Hill, South Carolina, SPAN Enterprises has been developing industry-leading software solutions for IRS e-filing and business management tools for over a decade.
The SPAN Enterprises portfolio of products includes TaxBandits, Tax990, ACAwise, ExpressExtension, 123PayStubs, and TruckLogics.
For any media inquiries, please contact Stephanie Glanville, Content Writer at [email protected].
###
SOURCE: TaxBandits