DESKTOP
SOFTWARE

Powerful Tools for
Professional Tax Offices.

  • Client Management Dashboard

  • Remote Office Management

  • Bank Product Integration

  • Electronic Signatures

  • Customizable Reporting

  • Paperless Document Storage

  • Multi-Office & Multi-User Access

Need the power and control of professional desktop tax software?

Meet Tax Shield Desktop Software, built for tax professionals who need serious tools to manage a busy tax office. From one powerful system, you can prepare returns, monitor your workflow, manage remote offices, track return status, and keep your operation moving.

Tax Shield Desktop includes a Work-in-Progress screen, customizable reporting, bank integration, remote signature capture, Scan & Store, built-in estimating tools, and permissions-based administration.

Power. Control. Efficiency.

That’s Tax Shield Desktop.

Tax Shield Desktop Software – Empowering Your Tax Office

Features & Benefits

  • 100% integrated with 1040 and other forms
  • Management Dashboard
  • Real-time Remote Office Management
  • Work-In-Progress Screen
  • Point-and-Shoot Error Correction™
  • Forms-based Input
  • Form based or interview
  • Built-in Estimator
  • No-hold return transmission to IRS via Modernized E-File
  • Zero-downtime Software Updates
  • Customizable Reports
  • Bank Integration
  • Exclusive TextLink™ Technology
  • Remote Signature Capture
  • Permissions Based Administration
  • States Included
  • Cities Included
  • Federal and State Business Solution add-on
  • Scan & Store
  • 2D Barcode Scanning
  • Secure Offsite Storage (S.O.S.)