Affiliate Training  | 844-922-1723 |  sales@coretaxgroup.com

EASY TO LEARN

EASY TO LEARN

EASY TO OPERATE

EASY TO OPERATE

FAST AND RELIABLE

FAST AND RELIABLE

GET MORE FROM CORE TAX SOFTWARE THIS TAX SEASON

Provide taxpayers a convenient way to save time and complete their tax return without stopping by your office.

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Core Tax Software customers now have the ability to request a remote signature from a non-present taxpayer and/or spouse at the time of tax return completion. After authenticating their identity, the taxpayer/spouse can review a PDF of the tax return and sign it using their mobile device.

  • Save time by completing the tax return without the need to have the taxpayer/spouse in your office
  • Give your customers the convenience of finalizing the tax return from the comfort of their home
  • Remotely signed return is securely stored within Core Tax Software for easy access at a later date

CORE TAX PREPARER SOFTWARE

Make a move to the fastest, easiest, and most efficient income tax software created for all tax businesses that specialize in offering quick and accurate tax returns.

Management Dashboard

Gives you complete control over, and visibility into, each sub-site within their multi-office tax organization.

Customizable Reports

Get the information your business needs quickly and easily.

Permisions Based Administration

Keep your business secure with the ability to customize access for individual employees.

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Download and try our tax software,

& find out why more taxpayers have switched to Core Tax Software.

Click To Get Started

ADDITIONAL CORE TAX SOFTWARE FEATURES

We provide successful single and multiple offices with professional tax solutions that continue to raise your success..

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TEXTLINK

TextLink is an integrated text messaging service within Core Tax Group professional tax software. Using TextLink or TextLink Plus, high-volume tax preparation offices are able to send a text message to taxpayer cell phones directly from Core Tax Group. And now with TextLink Plus, customers can receive message replies within the software without any limitations on message quantity or frequency.

Efficiently Communicate with Your Taxpayer Clients
  • Text message one or many clients with just a single click
  • Save time and money by eliminating the need for staff dedicated to contacting clients
  • Perfect for “Check Ready” tax refund notification
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SCAN AND STORE

Improve efficiency and accuracy while saving time preparing each tax return. With built-in support for certified handheld scanners, you are able to capture the taxpayer’s source documents and information and associate them with the appropriate tax return in Core Tax software. Scan & Store eliminates the need to photocopy and physically store taxpayer documents as you move towards a paperless office.

Improve Tax Preparation Office Efficiency
  • Speed the processing of tax returns
  • Shorten the taxpayer interview process
  • Reduce client appointment wait times in busy tax preparation offices with the ability to scan W-2s and K-1s in batch mode
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ELECTRONIC SIGNATURE PADS

Electronic signature pads provide a quick return on investment through significant time savings, copying of documents, and filing for future access on each tax return. Additionally, electronic signature pads allow you to save money by reducing paper usage & storage and minimizing tax return errors, helping you to meet government disclosure requirements and move towards a paperless office.

Fully Integrated with Core Tax Software
  • Built-in support for Core Tax Software certified electronic signature pads
  • Taxpayer’s digital signature is securely bound to the document for which it was intended
  • Five electronic signature pad models to choose from

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