Your Automated Tax Portal

Automated, efficient, accurate and hassle-free Tax Return preparations

What is TOP?

Tax Office Portal (TOP) is a state-of-the-art platform, designed to facilitate personal and small business tax return preparation automatically. The portal also offers seamless, efficient, and easy-to-manage other tax office activities during the hectic tax seasons and beyond. TOP is currently compatible with Wolters Kluwer’ Taxwise software

Automated Tax Return Preparation

Automatically prepare tax returns with enhanced accuracy and speed, reducing the need for manual data entry and minimizing human errors.

Secure Web Portal

Ensure the safety and confidentiality of your clients' data with our secure web portal, accessible from anywhere at any time.

Data Extraction and Standardization

Efficiently collect and compile data from various sources, including walk-ins and emails, to initiate the tax return preparation process in TaxWise.

Streamline Your Tax Practice with TOP

Join the growing number of clients that have transformed their operations with TOP. Our portal not only simplifies the tax return preparation process but also enhances your overall productivity and client satisfaction.

How it works?

1. Data Collection

Gather client data through walk-ins or emails.

2. Data Extraction

Extract and standardize the collected data for tax return preparation.

3. Return Preparation

Automatically prepare the tax return using the extracted data.

4. Review and Finalize

Review the prepared tax return and finalize the return.

Increased Efficiency

Reduce the time and effort spent on manual administrative tasks, allowing you to focus on delivering exceptional service to your clients.

Enhanced Accuracy

Minimize errors with automated data entry and preparation processes, ensuring accurate and compliant tax returns.

Ready to streamline taxes?

Let’s start with our onboarding process and make your tax returns process a breeze.