Tax Preparation Firms

Tax 
and 
compliance 
firms 
are 
changing. 

Do not be left behind. Virtualize your entire organization.

    • Collect documents securely

      APIs import financial data from your clients, helping you eliminate paperwork. Collect payroll, income, tax, and household data with one click

    • Prepare tax estimates

      Rapidly works with your preferred tax prep software so you can serve clients faster. Get data and connect with other tools, saving time while driving your revenue.

    • Communicate with clients virtually

      Stay in touch via video, chat & all the channels your modern-day clients expect