Automated tax planning software that saves tax.
Choose from 201 occupations and create an occupation specific tax savings report in only 3 minutes. Our software will auto pick occupation specifc strategies.
Coming August 2018
Simply select the tax strategies applicable to your clients' and click the Express button. The software automatically generates your client’s tailored express tax savings report.
Watch our Video Tutorial
Create premium tax savings reports for individuals or groups that explain actual tax savings from implementing chosen tax strategies, what the strategies mean, and the implementation process and cost involved.
The deluxe tax savings report includes all the benefits of the Premium tax savings report plus extra reporting on tax summary, original taxable income and net worth.
'I send a tax savings report to every one of my clients. It's a way of adding value to my services'.