Tax Solutions

Brandable Mobile App

The mobile application allows your clients the ability to provide you their tax information at their leisure from their cell phone or tablet.

Snap, Scan, & Sign From Phone Or Tablet

Supported Across All RightWay Applications

Accessibility is key to competing in today’s tax preparation landscape. Clients demand convenience and the ability to reach you from wherever they are in the world. The mobile application allows your clients the ability to provide you their tax information at their leisure from their cell phone or tablet. They simply download your app from Google Play store or iTunes and snap, scan (upload pictures of their documents) and sign. It’s really that easy!

Your client’s input the basic information, upload their docs to the app, and their information pulls into the software. You then use the documents they provided to prepare the return. When you complete the return, you send them a request for them to sign. When the taxpayer has completed signing the signed documents return to the software and save directly to the software.

This is an ideal solution for out of town clients!

Did we mention that the mobile is brandable? Your logo and name are presented front and center every time your client logins into the app.

Additionally, you have the ability to correspond with your client directly through the app. The client can initiate the message or if you have additional questions, you can start the conversation. It really is a beautiful thing!

Schedule A Demo

Want to learn more about how our tax office solutions and software can help you grow profits and drive success? Book a demo with one of our team members today for a quick call to get to know your business and learn where we can help you the most.

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I absolutely love the software.

I must express my thankfulness to the RightWay team of professionals. When I moved over to this software I was skeptical but did so knowing my friend wouldn’t steer me wrong.

I absolutely love the software. It’s easy to breeze through and has all that I need to run my office. I am also amazed at the support team. Not to mention the price of the software is so affordable. I can remember at my previous software being on hold for what seemed like forever. With RightWay, all I do is call in and my answers are quickly in my hands. No waiting necessary. And if there isn’t an answer available, someone will go to work for me immediately to figure it out.

I would recommend RightWay to anyone who is looking, or not looking…it’s the best there is out there. This has been one of the best decisions I have ever made. I’m so thankful to the RightWay team.

New Iberia, LA
High Volume Single Office