Professional Cloud-Based Tax Software & Service

Level Up Your Tax Prep!

Grow Your Business With

SMART TAX

Prepare tax returns faster, easier, and more accurately than ever before with SMART TAX's cloud-based software and mobile app for Tax Professionals using bank products. Our user-friendly interface simplifies the tax preparation process, reducing the likelihood of errors and saving you time

Professional Cloud-Based Tax Software & Service

Level Up Tax Prep!

Grow Your Business

With SMART TAX

Prepare tax returns faster, easier, and more accurately than ever before with SMART TAX's cloud-based software and mobile app for Tax Professionals using bank products. Our user-friendly interface simplifies the tax preparation process, reducing the likelihood of errors and saving you time

Streamline Your Workflow With SMART TAX's

User-Friendly Interface & Advanced Functionality

E-Filing Made Easy

Submit tax returns electronically to the IRS and state agencies, with a fast and secure e-filing process.

Advanced reporting

Generate in-depth reports for clients with just a few clicks, providing detailed insights into their tax returns.

Multi-Office Management

Monitor and manage your multi locations with the simple click of a button to increase your efficiency.

Streamline Your Workflow With
SMART TAX's

User-Friendly Interface & Advanced Functionality

E-Filing Made Easy

Submit tax returns electronically to the IRS and state agencies, with a fast and secure e-filing process.

Advanced reporting

Generate in-depth reports for clients with just a few clicks, providing detailed insights into their tax returns.

Multi-Office Management

Monitor and manage your multi locations with the simple click of a button to increase your efficiency.

Prepare And File Anywhere, Anytime

Cloud-Based Tax Preparation Software

SMART TAX cloud-based software allows you to prepare and file tax returns from any device, providing flexibility and convenience to both you and your client. Choose from TaxSlayer Pro or OLTPro.

Fast And Easy Refund Disbursement

Integration With Top Bank Products

SMART TAX integrates with leading bank products to help you quickly and easily offer Refund Advances to clients and disburse refunds to clients through direct deposit, pre-paid debit cards, or on-site printed checks from your tax office; reducing wait times and improving client satisfaction.

Provide Convivence To Your Customer

We're Your Mobile Tax Office Solution

Make it as easy as possible for your clients to submit their documents. With SMART TAX you’ll get a mobile app with your company logo that your clients can download. They’ll be able to snap a picture of their documents, upload them directly from their mobile device, and electronically sign their return saving both you and your client valuable time.

Prepare And File Anywhere, Anytime

Cloud-Based Tax Preparation Software

SMART TAX's cloud-based software allows you to prepare and file tax returns from any device, providing flexibility and convenience to both you and your client. Choose from TaxSlayer Pro or OLTPro.

Fast And Easy Refund Disbursement

Integration With Top Bank Products

SMART TAX integrates with leading bank products to help you quickly and easily offer Refund Advances to clients and disburse refunds to clients through direct deposit, pre-paid debit cards, or on-site printed checks from your tax office; reducing wait times and improving client satisfaction.

Provide Convivence To Your Customer

We're Your Mobile Tax Office Solution

Make it as easy as possible for your clients to submit their documents. With SMART TAX you’ll get a mobile app with your company logo that your clients can download. They’ll be able to snap a picture of their documents, upload them directly from their mobile device, and electronically sign their return; saving both you and your client valuable time.

Take Us For A Spin

Your All-In-One Solution For Tax Prep

Discover the full suite of powerful features in SMART TAX, designed to streamline your tax preparation process, elevate your game, and help you provide expert service to your clients.

Error Checking

Automatically preform error checks and calculations in real-time, ensuring accurate and error-free tax returns every time.

Forms & Schedules

Access over 2,000 federal and state tax forms, schedules, worksheets, and more, all in one place in our form library.

Audit Assistance

Comprehensive audit support & access to audit representation to help you and your clients navigate any potential audit issues.

Cloud Reporting

Easily manage and report on client data from anywhere, providing a streamlined workflow and improved efficiency.

Customizable Reports

Our built-in reporting tools allow you to generate custom reports for your clients, providing detailed insights into their tax returns.

Technical Support

We're here to assist you with any questions or issues you may have, ensuring that you always have the support you need.