Mobile App for Tax Professionals
Manage your tax office from anywhere—track e-file statuses in real time, collect docs & e-signatures, message clients, and get paid. One app, zero chaos.
- Live e-file tracking & notifications
- Client chat, reminders, & bulk messaging
- Document scan, uploads, & e-signature
- Payments & invoices—right in the app
Focus keyword: mobile app for tax professionals. Related: tax office mobile app, tax preparer app, e-file tracking app.
How Does the Mobile App for Tax Professionals Work?
ProSoft’s mobile app for tax professionals connects every part of your office in real time. From bank products to secure e-file tracking, the app keeps you in control anywhere.
Step 1: Onboard Fast
Log in, connect your tax software bank products, and invite your preparers.
Step 2: Collect Docs
Clients upload W-2s, 1099s, and ID through the app. No paper chase, no wasted hours.
Step 3: File & Track
E-file statuses update instantly so you and your client never guess where the return stands.
Step 4: Get Paid
Invoices, payments, and refund transfers handled directly in the app.
No setup fees. Transparent pricing. Risk-free onboarding.
Why Tax Professionals Love the Mobile App
Tax preparers using ProSoft’s mobile app for tax professionals close more clients, get paid faster, and run leaner offices. Pair it with tax software bank products and refund transfer services to give your clients the all-in-one solution they can’t find anywhere else.
Clients Stick
Push notifications, mobile chat, and instant updates mean higher retention every tax season.
Revenue Grows
Integrated bank products guarantee you collect prep fees while clients access cash advances.
Work Anywhere
Track filings, manage invoices, and approve documents on iOS or Android — your office in your pocket.
Clients Pay Faster
Send invoices, accept card payments, and tie in refund transfers without chasing checks.
Go live in under 48 hours. No setup fee, no risk — just results.
Why Tax Professionals Love the Mobile App
Tax preparers using ProSoft’s mobile app for tax professionals close more clients, get paid faster, and run leaner offices. Pair it with tax software bank products and refund transfer services to give your clients the all-in-one solution they can’t find anywhere else.
Clients Stick
Push notifications, mobile chat, and instant updates mean higher retention every tax season.
Revenue Grows
Integrated bank products guarantee you collect prep fees while clients access cash advances.
Work Anywhere
Track filings, manage invoices, and approve documents on iOS or Android — your office in your pocket.
Clients Pay Faster
Send invoices, accept card payments, and tie in refund transfers without chasing checks.
Go live in under 48 hours. No setup fee, no risk — just results.
Mobile App for Tax Professionals vs. The Old Way
Stop juggling spreadsheets, chasing signatures, and guessing e-file statuses. ProSoft’s mobile app for tax professionals centralizes client messaging, docs, payments, and tax software bank products so your office runs lean and fast.
Old Way
Slow & Messy- Manual status checks, constant “is it filed yet?” texts
- Paper drop-offs, lost docs, signature delays
- Unpaid invoices, awkward money conversations
- No refund transfer flow — clients must pay upfront
- Scattered tools: email, spreadsheets, DMs, portals
With ProSoft Mobile App
Fast & Scalable- Live e-file tracking & smart notifications for you and clients
- In-app document scan, upload, and e-signature — no paper chase
- Invoices + payments built-in; auto-reminders collect for you
- Seamless bank products for tax professionals & refund transfers
- All-in-one hub: chat, files, tasks, and prep notes in one place
Or we help you free until it’s live. Pair with tax preparer bank products for guaranteed fee collection.
Features That Give Tax Professionals an Unfair Advantage
The mobile app for tax professionals is not just a tool — it’s leverage. Combine it with tax software bank products, refund transfers, and cash advance programs to deliver a client experience your competitors can’t match.
Real-Time E-File Tracking
Get instant status updates. No more “did it go through?” calls from clients.
Client Messaging Hub
Secure chat, automated reminders, and bulk texts all inside the app.
E-Signatures & Docs
Clients scan, upload, and sign documents instantly — no office visit required.
Payments Built In
Send invoices, accept card payments, and link directly to tax preparer bank products.
Transparent pricing. No setup fee. We help free until it’s live.
Why Tax Pros Trust Our Mobile App
ProSoft’s mobile app for tax professionals helps firms scale faster, collect every dollar, and eliminate busywork. When paired with tax software bank products and refund transfers, it’s the competitive edge that keeps clients coming back year after year.
Average Rating from 500+ firms
Average Go-Live Time
Client Retention Boost
“Before, I spent hours chasing clients for W-2s. With the app, they scan and upload instantly. Add in bank products and I never worry about unpaid prep fees.”
“The mobile app for tax professionals cut my turnaround time in half. Clients love real-time updates, and I love guaranteed collections.”
“We scaled from 1 location to 3. The app + refund transfers gave us the leverage to grow without chaos.”
Transparent pricing. No setup fee. We help free until you’re live.
The Value Stack: Get $10,000+ of Features for $499–$650
Every ProSoft plan includes full access to tax software bank products, refund transfers, and cash advance programs — at no extra cost. Most firms pay thousands for add-ons. With ProSoft, you get them FREE.
Included Value
- Unlimited e-filing ($2,000+ value)
- Multi-state returns included ($1,500 value)
- Secure client portal + e-signatures ($1,200 value)
- 3 preparer licenses ($900 value)
- Bank product integration ($2,000+ value)
Total Value: $7,600+
You Pay
- Web Version: $499
- Basic Install: $549
- Pro Install: $650
That’s 92% less than what competitors charge.
Why It Works
ProSoft makes money when you make money. That’s why our software is paired with bank products — we’re incentivized to help you grow, not upsell fluff.
Bottom line: If the app doesn’t pay for itself in one tax season, you’re doing something wrong.
No setup fees. Transparent pricing. Risk-free onboarding in 48h.
Mobile App for Tax Professionals — FAQs
Learn how ProSoft’s mobile app for tax professionals integrates with tax software bank products, bank products for tax professionals, tax preparer bank products, and refund transfer bank products. Discover why firms trust our tax bank products, tax office bank products, and professional tax software bank products for growth.
What are tax software bank products?
How do bank products for tax professionals work?
What are tax preparer bank products?
What are refund transfer bank products?
How do tax bank products and tax office bank products help firms?
Does ProSoft include professional tax software bank products?
No setup fees. Transparent pricing. We help free until you’re live.