Secured Data Integration For Tax Professionals
Take Care of Your Clients While We Take Care of Your Data
As one of the leading tax e-filing service providers, TaxLogics helps tax professionals improve their current workflow by securely integrating data-handling methods to simplify the way tax returns are prepared and transmitted.
Easily Integrate Your Data Into TaxLogics
Conveniently upload Excel or CSV files with client data using TaxLogics secured Bulk Upload feature.
Collect client data using TaxLogics comprehensive software.
Migrate client data from the client’s existing system with little to no manual work.
Enter client data using TaxLogics interview-style process.
Secure Data Handling
Preview Imported Data
Built-in Error Check
Review and Approve