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Bank products made simple.

 

THE $0 TRANSMISSION FEE HAS ARRIVED.

Finally, it's here. The only tax software that doesn't charge a fee for bank products. 

At last, a professional tax preparation software plan that simplifies the way you offer bank products and gives you the power to competitively price your services while increasing your profits.

 

BankPRO1040 combines all the tools you need in a user-friendly tax software with expert support and absolutely NO FEES. We've removed all the fees that take money out of your pocket with a hassle-free plan that makes financial sense for both you and your clients.

 NO e-filing fees (unlimited free e-filing)
• NO transmission fees

NO service bureau fees

NO technology fees
NO tax software fees for bank products*

BANK PRODUCTS MADE SIMPLE

All the tools you need to offer your clients bank products in one simple solution.

Have you put off adding bank products as a service because you thought they were just too complicated? You can feel confident offering your clients refund and payment options through BankPRO1040 even if you've never done it before!

Working with our trusted financial partners is easy. Bank product applications are built right into the software.

 

Simply choose a partner, fill out the application, and look for your approvals on our convenient dashboard. All information from the application flows directly into the return making it quick and easy to offer your clients the services they need most. 

Tax Refund Disbursement Options

Stay competitive with the big box tax franchises by giving your clients a choice in how to receive their tax refunds.

CASH
ADVANCE

MONEY
CARD

ON THE SPOT
CHECK

DIRECT
DEPOSIT

IRS
CHECK

Our Financial Partners

Several trusted financial partners give you the freedom and flexibility to find the best option for your clients. 

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THE ONLY COMPLETELY MOBILE TAX SOFTWARE

No Wi-Fi? No Problem! Offline Mode lets you work without an internet connection.

Other tax software companies might say you can work when, where, and how you want...but ONLY if you have an internet connection. 

With our incredible, industry-leading OFFLINE MODE, available only with BankPRO1040 and Advanced Tax Solutions products, you CAN work from anywhere, anytime, and on any device even WITHOUT an internet connection! 

Offline Mode allows you to work on returns using real-time calculations and will automatically sync your work to all your logged in devices once connected to the internet. 

Meet with clients, work on returns, and answer client questions at the office, on the go, or at home. Use your desktop PC, Mac, tablet, or smart phone running Windows, iOS, or Android operating systems. 

POWERFUL TOOLS AT YOUR FINGERTIPS

BankPRO1040 is packed with simple but powerful tools to boost your productivity and decrease your workload. It's everything you need for fast, accurate tax preparation.

Integrated Bank Applications

 

Simply locate the Financial Partners widget on the dashboard to fill out your application. Information flows directly into the return.

Quick Conversion

 

Convert your client data from another tax software program quickly using our Conversion Wizard tool. 

Free Signature Pad App

 

Capture your client's signature in the cloud on your Apple or Android mobile device and access the signature in BankPRO1040. 

Client Portal ($299 value)

 

Securely exchange documents with your clients for quick and easy two-way communication. Branded with your logo for a professional look. 

Fully Customizable Dashboard

 

Select the colors and widgets which appear on your dashboard. See only the information that is most important to your business.

Text Messaging

 

Send quick, one-way text messages to your clients directly from the return workspace.

Fast Print Preview

 

With no downloads, quickly see a print preview right of how your return will print right in your browser. 

Scan W2s 

 

Scan data from W2s directly into the return for faster tax return preparation making you and your staff more efficient. 

Summary Invoices

 

Generate a simple invoice for clients who do not need an itemized list of charges.

Essential Time Savers

 

Carry forward price lists, print packets, and preparer notes from previous years and sort and filter your return list to save time.

 

SIMPLE & SECURE DOCUMENT EXCHANGE 

MyTAXPortal saves you time offering an easy way to gather client data.

Custom brand your client portal.

Upload your firm's logo for greater brand awareness and offer your clients the reassurance of knowing they are uploading their documents to your secure online site.

Easily invite clients.

Invite your clients to use MyTAXPortal via email sent directly from within the software.

Send questionnaires and request documents.

Send customized questionnaires to your clients requesting their information and documents. Notifications let you know when a client has responded and uploaded documents for review.

Complete return reviews.

Have your clients review and approve their returns in MyTAXPortal and you are ready to e-file! 

 

With the shortest hold times, superior training resources, and help topics intelligently integrated into the software, our clients get the tax software help they need, when they need it.

24/7 live chat during tax season
• Email and phone support

• Spanish support available

• Customized onboarding session 

• Live webinar training 

• Training videos built into the return workspace 

• Extensive library of training videos available 

• Tax research

 

EXPERT SUPPORT IS

JUST A CLICK AWAY

 

GET STARTED TODAY WITH AN AFFORDABLE PLAN

Pick the plan that best fits your tax preparation business needs or call 307.414.1211 and let one of our experts help you choose the right plan for your business. 

INDIVIDUAL

$395

Unlimited Tax Preparation

FREE Unlimited E-Filing
Federal and State Returns

All States Included

INDIVIDUAL RETURNS ONLY

Individual (1040)

Client Portal 

One User

5 GB of Storage

Signature Pad App

COMPLETE

$595

Unlimited Tax Preparation

FREE Unlimited E-Filing
Federal and State Returns

All States Included

INDIVIDUAL AND BUSINESS

Business & Specialty Modules

1065, 1120, 1120S, 1041 & 990

Client Portal 

Two Users

10 GB of Storage

Signature Pad App

*Ask about our multiyear discounts on BankPRO1040 plans! 

Terms and Conditions apply.

 

LET US HELP YOU SELECT THE RIGHT PLAN TO FIT YOUR NEEDS.

Call 307.414.1211 and let us help you pick the best plan for your business. 

© 2019 Advanced Tax Solutions LLC
Creaters of BankPRO1040. All Rights Reserved.