Easy document sharing
Clients photograph their tax documents and upload them from their mobile device.
Included with your tax softwareYour tax office.
Your tax office.
Your clients.
Connected on the go.
Give your clients a simpler way to work with you. R&A Pro-Tax software includes Taxes To Go® mobile access for your clients, so they can share tax information with their professional preparer from their phones.
See It in a Demo
Confidential connection
A unique tax code connects their uploaded information with their professional preparer.
Convenient mobile signing
Clients can sign their return from their phones, helping reduce trips to the office.
A simpler client experience
From their phone to your tax office
Explore the Taxes To Go client screens below.
1. Add tax information
Clients enter the information you need to get started.
2. Upload documents
They capture and send documents to their preparer.
3. Connect with you
They share their unique tax code with your office.
Bring more convenience to your clients
Let’s show you how mobile access fits your tax office.
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