Software features
👤 For professional tax preparers with an EFIN and PTIN. Registration is required for free software access.
A connected workflow for preparation, documents, signatures, and office management.
Tools for your tax workflow.
Published TaxSlayer ProWeb capabilities for the platform used by customized CloudTaxOffice offices. Your enabled options, forms, and third-party services are confirmed during onboarding.
Cloud access
Prepare individual returns through a browser on internet-connected devices.
TaxesToGo integration
Clients send documents, exchange messages, and review signatures through the mobile app.
Customer portal
Exchange documents with clients through the platform’s portal.
Digital signatures
Support electronic signature workflows and a paperless office.
Reporting tools
Cloud reporting and client records help organize office activity.
Multiple users
Configure preparer accounts and role-based permissions.
Depreciation tools
Enter assets and calculate depreciation within the preparation workflow.
Multi-factor authentication
Cloud accounts use additional authentication alongside passwords.
Bank-product integration
Available provider workflows support refund-related products, subject to enrollment and terms.
Your software access
starts with registration.
Optimum software access is free. Professional services, bank products, and other transactions may have separate terms. Corporate return availability depends on configuration.
Register free ↗Explore the official documentation
Platform feature comparison ↗
TaxesToGo user guide ↗
ProWeb quick start manual ↗