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Transform How You Run Your Tax Office

Automated, efficient, accurate and hassle-free Tax Practice and Return preparation

Walkthrough Video

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 Taxwise & Drake*. *Integration with Taxwise and Drake is performed independently, without any modification to their software or code, and the company has no affiliation or partnership with these entities.
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.

TaxWise Automation

Drake Automation

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.

  • Built-in safeguards on data entry and handling
  • Fast enough to process all sorts of Tax documents
  • Centralized to have all the info to finalize returns
  • Simple implementation and maintenance

Enhanced Accuracy

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

  • Cutting-edge technology to process tax documents
  • 99% accuracy to extract and populate tax forms
  • A human verification step ensures 100% accuracy
  • Enhanced Data Security

Streamline Your Tax Operations

Access powerful tools and features designed for tax professionals

Lite

Hassle-free Tax Practice Management

$49.99

/ month

  • 1-3 User Licenses Included
  • Centralized Dashboard
  • Personal & Business Clients Management
  • Manual Return Status Updates
  • Regular Task Management
  • Secure Client Portal
  • Client Query Support
  • Advance Reporting
  • Business Formations
  • Multi-User access
  • Staff Management
  • Automatic Personal & Business Returns Filing

Pro

Practice Management & Automated Returns

$99.99

/ month

  • 5 User Licenses Included
  • Centralized Dashboard
  • Personal & Business Clients Management
  • Automatic Return Status Updates
  • Regular Tasks Management
  • Secure Client Portal
  • Client Query Support
  • Advance Reporting
  • Business Formations
  • Multi-User access
  • Staff Management
  • Automatic Personal & Business Returns Filing

Pay Per Return

Ready to streamline taxes?

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

Contact Sales

Efficient and Hassle-Free Tax Portal.

  • 3001 RT-27, Franklin Park, NJ 08823