ONLINE
SOFTWARE

Access Your Tax Business
Anywhere.

  • Secure Cloud Access

  • Preparer Logins

  • Document Scanning & Upload

  • Remote Signatures

  • Bilingual Functionality

  • Real-Time Updates

  • Client Portal Access

  • Works on Any Device

Your tax business doesn’t have to stay behind a desk.

With Tax Shield Online Software, you can access your tax preparation system anywhere you have a compatible device and internet connection. There’s no traditional desktop installation or office network to manage. Your work is stored in the cloud, giving you the flexibility to work from the office, from home, or while you’re on the move.

Set up individual preparer logins. Review and submit returns. Scan client documents directly into the return. Capture signatures remotely. Switch between English and Spanish with one click.

Tax Shield Online also provides automatic software updates, helping keep your team focused on preparing returns instead of maintaining software.

Whether you’re building a virtual tax business, managing remote preparers, or simply want more flexibility, Tax Shield Online gives you the tools.

Your office can be wherever business takes you.

Tax Shield Online Software – Tax Preparation Made Flexible

Features & Benefits

  • No installation and no networking necessary.

  • Web reporting and Web check printing
  • Review and submit returns for your preparers if you choose
  • 100% accessible 1040

  • Any computer with internet access will work, that’s right it’s iPad compatible

  • Save your work to the cloud
  • IRS due diligence safeguards,  IRS Audit Assistance for your clients
  • Set up preparers with different logins for security controls

  • Form based or interview mode. Anyone that can read will be able to successfully complete tax returns

  • Switch from English to Spanish with one click

  • Integrated paperless solution. You can scan documents into the tax return

  • Remote signature capture