Striving to be the best means that each year we collect feedback from our 2,200+ active users and develop new productivity tools to meet your needs. Along with over 200+ technology improvements and process optimizations found in the 2019 releases, we have introduced several new features aimed at making tax preparation fast, accurate, and easy.
Below are just a few of the features we have introduced in the first release. More features are on the way as we launch a series of 2019 releases well before tax season. We can’t wait to unveil what’s next!
INTRODUCING INSTANT FORM VIEW
A revolutionary new way to preview a tax return! Open the tax return in Instant Form View to see the actual form populating in real-time with the data you enter. Instant Form View can be opened on a second screen on your desktop or on any mobile device allowing you or your clients to preview work as it’s happening. A great new addition to your mobile office.
THE FIRST FULLY CUSTOMIZABLE DASHBOARD
Introducing the first totally configurable Dashboard you can customize to flow effortlessly with your personal preferences and work habits. Hide widgets you don’t want to see, select each widget’s location, customize the layout, and change colors to highlight your favorites. The configurations and possibilities are endless!
NEW EASIER NAVIGATION MENU
Look for a new menu on the left hand side of the Dashboard offering quick links and easy access to all the functions you need to set up your office, set your preferences, complete bank enrollment, use the client portal, print reports, and finish a tax return in record time.
INFORMATIVE LOGIN SCREEN
Our all new login screen gives you tips, alerts, and tax news at a glance before logging in. It’s a quick and convenient way to get all the important tax information you need to be prepared for your day.
Simple but powerful tools you’ve come to know and love
INTEGRATED BANK PRODUCTS
Fill out your bank application on the Dashboard and the information flows right into the return.
Use our Conversion Wizard to quickly convert your client returns from your old tax software program.
Securely exchange documents with your clients for quick and easy two-way communication. Branded with your logo for a professional look.
Send quick, one-way text messages to your clients directly from the return workspace to request forms, information, or get questions answered.
FREE SIGNATURE PAD APP
Capture your client’s signature in the cloud on your Apple or Android mobile device and access the signature in 2EasyTaxPro.
FAST PRINT PREVIEW
With no PDF download required, quickly see a print preview of how your return will print right in your browser. Great for client review of returns in the office.
Generate a simple invoice for clients who do not need an itemized list of charges. Save time by making your billing process quick and easy.
VITAL TIME SAVING TOOLS
Carry forward price lists, print packets, and preparer notes from previous years and sort and filter your return list to save time.