01
AccessCloud & Desktop Options
Choose from available cloud and dedicated desktop workflows based on your office needs.
Professional Tax Software Capabilities
Tools Designed Around the Way Tax Practices Work.
Explore professional preparation, filing, client-document, bank-product, and support capabilities available through GOTAXTOOLS.
One Professional Workflow
From Preparation to Client Documents and Filing
Capabilities vary by plan and configuration. Our team can help you confirm the workflow that fits your office.
02
PreparationIndividual Returns
Prepare supported individual federal and state income-tax returns.
03
PreparationBusiness Returns
Expand your filing workflow with supported business return preparation.
04
WorkflowInterview & Form Modes
Work through supported guided interview or familiar forms-first preparation workflows.
05
FilingFederal & State E-File
Submit supported returns electronically and keep filing activity organized.
06
FilingAmended Returns
Prepare supported amended returns when corrections are required.
07
DocumentsTaxpayer Vault
Support secure document storage, remote uploads, AI-assisted extraction, and signature archiving.
08
PracticeBank Products
Access supported bank-product workflows for eligible tax clients.
09
SupportTraining & Support
Get onboarding, training resources, conversion assistance, and year-round support.
Taxpayer Vault
A More Organized Client-Document Workflow
Support the document journey from client upload through preparation and final signature archiving.
Secure Document StorageSeamless Remote UploadsAI-Assisted Data ExtractionFinal Signature Archiving
DOCUMENT WORKFLOW
01CollectRemote client uploads
02OrganizeKeep tax documents together
03ProcessSupport preparation workflow
04ArchiveRetain final signatures
Explore Taxpayer Vault →See the Workflow
Explore GOTAXTOOLS With Your Practice in Mind.
Request a live demonstration and discuss plan configuration, filing needs, onboarding, and support with our team.