For your interest in Taxtree. A sales representative will be in touch shortly.
In the meantime, please consider starting our free-trial.
We are sure you'll find us to be a perfect fit for your business!
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New Company | Bookkeeping | Tax Returns | Payroll
Video Calls | Direct Chats | DocuSign | File Management
The Simplest File Cabinet Solution You've Ever Seen
Firm Website | Staff Website | Landing Pages | Multi-Language | Full CRM
You handle the clients and we’ll fulfill the services. That’s right! Without adding any time or staff we will fulfill services for you and your clients.
Here’s some of the services our
Fulfillment Center can handle for you:
Our expert team can manage the bookkeeping needs for your clients, ensuring your financial records are accurate and up-to-date. We handle everything from daily transaction recording to preparing financial statements, so you can focus on growing your business and taking care of your clients.
Efficient and accurate payroll processing is critical for maintaining employee satisfaction and compliance. We offer comprehensive payroll services, including salary calculations, tax withholdings, and direct deposits.
Starting a new business can be overwhelming, but we’re here to simplify the process. Our Fulfillment Center can handle the formation of your client's new company in any of the 50 states. From preparing and filing the necessary documents to obtaining their Employer Identification Number (EIN), we ensure everything is done accurately and efficiently. We also assist with state-specific requirements and provide ongoing compliance support to keep their business in good standing.
Managing sales tax compliance across multiple states can be complex and time-consuming. Our team of experts stays up-to-date with the latest regulations to ensure your client's business complies with sales tax laws in all 50 states. We handle sales tax registration, calculation, collection, and filing, reducing your administrative burden and helping your client avoid costly penalties and interest.
Navigating the complexities of tax laws can be challenging. Our experienced tax professionals will prepare and file the taxes for your clients, ensuring compliance and maximizing your deductions.
Navigating the requirements for Individual Taxpayer Identification Numbers (ITINs) and Foreign Investment in Real Property Tax Act (FIRPTA) compliance can be challenging, especially for non-residents. Our Fulfillment Center offers comprehensive services to help your clients obtain an ITIN, ensuring they meet IRS requirements for tax purposes. We also provide expert guidance on FIRPTA compliance, including withholding requirements and filing the necessary forms, to help them avoid potential issues with the IRS.
Track all of your leads and convert
them to clients!
For your clients. Tax Documents on
the go! Easy, Fast and Safe
We provide you with the best accounting website you’ve ever seen.
It even comes in multiple languages!
Never before have you seen a website this connected to your CRM.
Mange your leads across your entire office with one simple solution.
Manage all your invoicing and payment from one place.
Collect all of your payments with just one click.
The Most Affordable & Powerful Cloud-Based Software For Accountants & Tax Professionals.
We are Connected! Fully Integrated: Xero Integration, File Cabinet Solution for Staff, Office and Clients, Client Portal, E-file Status Import, Sharepoint, Sign-Now, Sendgrid (Send Mailers on The Fly) and So Much More…
Let us help with your bookkeeping, your tax returns, your sales tax, payroll, incorporation in 50 states.
Easily store all your important documents and share them with your clients in just a click. Our secure and efficient File Cabinet Solution allows you to manage and organize your files effortlessly, ensuring quick access and seamless collaboration. Say goodbye to clutter and complicated file-sharing processes. With our solution, your documents are always just a click away, ready to be shared with clients whenever needed.
Effortlessly reach out to all your clients and prospects with our seamless Email Integration. Our solution enables you to send personalized mailers, newsletters, and promotional campaigns with ease. Enhance your communication strategy, keep your audience engaged, and drive results with targeted email campaigns. With just a few clicks, you can manage your email outreach efficiently and effectively, ensuring your messages are delivered to the right people at the right time.
Boost your sales with our Sale Cycle solution. Streamline your sales process and achieve better results with our efficient and effective system.
Expand your business by franchising your brand. Onboard sales agents and set up your Calendar to grant Demo Meetings or Discovery Days to showcase your brand’s potential. We streamline the process, helping you grow your franchise network and maintain consistent brand representation.
Sales Agent Portal You can offer a unique Sales Portal to each of your agents. This includes their own website! The leads will track the agent ID for you to identify commissions. This not only motivates your agents but also simplifies the management and allocation of commissions, ensuring transparency and fairness at all times.
CRM for Lead Tracking Your prospects will enter the software automatically! Just like magic, you will see leads coming in and you just need to approve them and follow up on them. Our advanced CRM simplifies the lead management process, allowing you to focus on converting opportunities into sales. With automation features, you can ensure that no lead is lost and maximize your conversion rates.
Thanks for your interest in Taxtree!
To schedule a demo, please select from the available Dates.
As a reminder, you can also sign up for a FREE TRIAL at any time.
Call us at +1 786-254-0531 if you have any questions.
See you later!
