TaxBandits

Features

• Adding Team Members: Unlimited
• Team Member Permission Levels: Preparer, Approver, Transmitter, Co Admin
• Team Grouping (Business, Location)
• Team Members Logins (Personalize Dashboard)
• Team Activity Tracking (Activity Log)
• BanditSearch: Forms, Payers/Recipient, Groups, Ref No, Staff member, Order ID, Form type etc.,
• Add Company Credit Card
• Address Book (Client Directory)
• Business Grouping
• Dashboards to View & Manage Businesses
• Client Portal Access
• Client Portal Customization (Branding) : Logo Only
• "From" Email Customization: Basic
• Portal Templates: Limited
• Theme Customization (Color Palette): 2 Default Colors
• Secure File Sharing with Clients
• Portal Customization (Branded): Logo, Favicon, URL Customization
• Portal templates: Basic
• Theme Customization (Color Palette): 2 Colors
• "From" Email Customization
• Business Filing Summary Report
• 94x Filing Summary Report
• ACA Filing Summary Report
• Credit Usage Reports
• Business Specific Credit report
• Live Customer Support
  • Phone
  • Email
  • Chat

Features

• Includes features of Standard (Pro) plan, plus
• Client Portal Customization (Branding): Logo, Favicon, URL Customization
• "From" Email Customization: Advanced
• Portal Templates: Advanced
• Theme Customization (Color Palette): Custom Color Palette, 10+ Premium color templates
• Client Review and Messaging
• Team Management for Clients (In Client Portal)
• Portal Templates: Advanced (3+ Templates)
• Theme Customization (Color Palette): 10+ Default Colors and Custom Colors
• Postal Mail Report
• Online Access Report
• Team Member Activity Log Report
• Team Member Filing Summary Report