Build a solid team of tax professionals and preparers who take pride in displaying your logo and colors on their software enhancing brand recognition and customer loyalty. This initiative will not only bolster your brand image but also foster a sense of unity and team collaboration.
In this industry, a strong brand is essential to
success. It not only enhances recognition and builds trust but also supports
advertising efforts, boosts customer acquisition, uplifts employee morale, and
clears up confusion.
Imagine your team of tax professionals and preparers showcasing your logo and colors on the software they use!
Strengthened Brand Identity
Implement
co-branding solutions that allow your team to enhance brand
recognition in the market when they create a return. This opportunity to enhance
your operational efficiency through co-branding will strengthen your
practice, inspire your team, all while you watch your brand flourish!
InclusiveWare will provide marketing materials for you to promote your services to clients with smooth PDFs to save
and distribute.
These materials also ensure long-term brand impressions as your tax business to thrives along with:
If your office only prepares a few returns each year we now have a pay-per-return option which still keeps costs to a minimum without losing any client or office perks.
Have you had to outsource a client because you lacked having access to 990 or 1065 program? Open Forms ensures you keep access all the forms available when your clients need it.
Feel confident knowing that you can get more clients in compliance by going back 3, 5, or 9 years using 1040, 1040SR, 1040NR, 1040SS/PR, 1040X filing forms without any additional upgrades.
WLCO in the cloud lets you maintain the freedom of filing while on vacation, at the office or the park, even while you are in a quiet library. All you need is a strong internet connection.
Let your clients go wherever you are
Spread the word with your brand name on the WLCO software app. Your clients will be delighted seeing your logo as confirmation that it's your office - giving them the added peace of mind that they deserve every tax season.
Keeping the right
If your office only prepares a few returns each year we now have an As You Go option which helps keep costs to a minimum but boasts full program perks so you can continue growing your business.
When you need to confirm a detail and your client has the MTO Mobile App installed on their device you can communicate in close to real time to get answers fast eliminating the need for time consuming appointment and telephone call.
Goodbye Annual License Fees
We've eliminated the $1000+ pre-set fee that typically comes from purchasing direct. With bulk pricing comes huge savings to help your growing tax practice. We can now offer an unlimited filing with an all-inclusive pricing.
Saving you time.
The enhanced toggle on/toggle off import tool decreases user errors and increases efficiencies by extracting exact values in the software. Import last year's returns, ID cards, Stock transactions, W-2s and more.
When you need to add a new user to your software, expect a fast set up for a new Virtual Assistant, Data Entry support, or PTIN holders.
With the use of templates, be sure that only those that you have given authorization can efile and transmit a return, collect payment, send invoices, or open past year tax software.
Let the clients guide you.
When you have a calendar full of clients to meet with initially it can be a faster process by asking rapid fire questions that the software guides you to ask.
Showing you where you stand.
As the client interview intake screens automatically go to the next set of questions, the overpayment or underpayment module is also updated simultaneously.
With or without the use of the mobile app, you can request a client signature and import it into their web portal for 1040 returns. Just click the link to request a signature and wait on its arrival, synced!
True growth happens when you understand your numbers. With over 50 standard reports to choose from, you can customize them specifically to meet your needs!
Income! Set your pricing as per form, per return type, or a flat fee and charge what you’re worth. Don't worry, we do not take percentages of your Preparation fees - keeping your bottom line, in line.
