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The Most Dependable, Error Free Software in the Market.
A Complete Suite of Solutions
Empower your tax preparation journey with TaxEdge Online, the cutting-edge cloud-based professional tax software. Seamlessly accessible from any device with an internet connection, our platform liberates you to prepare returns effortlessly, no matter where your business ventures lead you. Elevate your tax management experience with convenience, efficiency, and the flexibility to thrive in today’s dynamic business environment.
Experience
AllShield was founded in 2008 with over 50 combined years of experience in the tax industry
Unmatched Support
Top-tier virtual support allows you to receive direct assistance whenever needed
Features of TaxEdge Online
Every year we take hundreds of customer suggestions and work them into our software — because you know the needs of your community better than anyone else. Our job is to support your success.
Import Client Data
Send a mobile link to clients and import their documents and relevant information directly into the software. No more double data entry. Save time and eliminate errors. Client documents are stored in an archive in the software, for quick review and retrieval.
Remote Services
E-signature services built-in to the software allows you to send return information to the client remotely for them to sign documents. Send client data directly from the software, over to the CRM to complete automated-referrals and advance payouts.
Bank Product Efficiency
No one wants to wait forever on responses regarding bank products. We have excellent relations with all of the major processing banks in the industry. Up to the minute communication with bank servers ensures that disbursement information arrives expeditiously.
Customizable Reporting
Select from a long list of search criteria and data fields, to construct customized reports, that will allow you a unique insight into the performance of your tax operations. Extract client information from your database to assist with mass communication and announcements.
See Your Entire Book of Business
If managing a single office is challenging, overseeing multiple offices can become nearly impossible without the right tools! Eliminate the guesswork from office management, by utilizing a unified portal that automatically updates for all the offices under your umbrella
Spend less time searching for answers. Now all of the information you need to know, greets you as soon as you log into the software.
Why is TaxEdge Online Different
TaxEdge provides one of the most user-friendly online tax software solutions avilable in the industry. Combined with our training and support team, it makes incredibly easy to grasp and train on. What sets our online platform apart, is its distinctive features, offering a seamless experience for users.
Dedicated Virtual Support
Having technical difficulties? Join our Zoom link, for any technical or tax-related inquiries you may experience throughout the tax season
Multi-Lingual Support
We have agents standing by ready to assist in Spanish for our multi-lingual clients. Complete returns in Spanish as well.
Industry Leading Rebates
Need a refresher? We provide training on a weekly basis leading up to the season. Stay up to speed on the latest changes and updates
Integrated CRM
Seamlessly send your clients mass text messages and manage incoming leads, with the ability to assign them to various offices in your organization. Submitted client documents are archived in the CRM for retrieval later on when needed.
Financial Products
Remain competitive with the biggest companies in the tax industry by offering Loyalty Advances during the holidays, as well as pre and post ACK bank products. Build your clientele by establishing a Automated-Referrals program
Industry Leading Rebates
Here at TaxEdge, we believe that our pricing and fees should be competitive with the market. Consult with our sales professionals to determine the best fees and rebates available for you and your sub-offices
Ready to simplify your taxes?
Contact us today to schedule a consultation and get expert tax support you can trust.
Features of TaxEdge Online
Every year we take hundreds of customer suggestions and work them into our software — because you know the needs of your community better than anyone else. Our job is to support your success.
CRM
This web-based application serves as the virtual hub for all of your operations. Deploy mass text message campaigns, create mobile return links, execute automated-referrals programs, manage sub-offices, gain insight to payout balances and pending deposits. Everything you need to know, in one convenient online application.
Document Scanner
No scanner? No problem! Connect the document scanner via USB and scan client documents directly into the data entry software. Documents scanned into the software will be archived and stored for required record keeping. Documents can also be attached to the return via the archive menu.
Signing Pads
Save on purchasing unnecessary paper supply with the Topaz signature pad. Have your clients sign multiple documents in a breeze. No need to invest into mountains of paper inventory, just for your clients to sign documents. As most innovation’s occur, TSS was built to answer a void in the industry.
Mobile Link Portal
Create, assign, and send mobile links to your clientele. Once they’ve completed and uploaded the necessary documents needed for tax preparation, import that information directly into a new tax return. Eliminate double data entry and the errors that come with it.
E-Signature
Meet your clients wherever they’re located without stepping foot outside of your office. With integrated E-Signature services, getting the final documents signed that are needed to submit returns is no longer an issue. Expand your office’s footprint now that clients no longer have to step into your office to complete their return!
Business Returns
This web-based application serves as the virtual hub for all of your operations. Deploy mass text message campaigns, create mobile return links, execute automated-referrals programs, manage sub-offices, gain insight to payout balances and pending deposits. Everything you need to know, in one convenient online application.