Built for High-Speed Return Calculations & Maximum Bank Products
Equip your office with rock-solid professional tax software. Experience instant keystroke calculations, comprehensive state returns, and integrated refund transfer bank products.
Your Own Branded Mobile App for Documents, Messaging & E-Signatures
Every GetSmart tax software package ships with a white-label mobile app for your tax office — with your logo, your office name, and your colors. Clients download from a link you control, then message you directly, upload documents, and e-sign Form 8879 right from their phone.
Direct client messaging
Secure in-app chat keeps every taxpayer conversation in one place — no personal cell numbers, no lost texts, no clients chasing you outside business hours.
Document uploads from the phone
Request W-2s, 1099s, IDs, and dependent documents. Clients snap a photo or attach a file and it lands straight in your office queue — no email round trips.
Form 8879 e-signatures
Send the e-file authorization and bank consents for legally binding electronic signature. Clients review, sign, and return — all inside the app with a full audit trail.
Shareable client download link
Send one branded link (by SMS or email) and clients land on your app in the App Store or Google Play — branded with your office, not ours.
The branded client mobile app is included with every GetSmart tax software package (starting at $99 one-time for the 2027 season). App store availability is subject to provider approval.
Apex Tax Pros
Online · Replies in minutes
Maria · Preparer
Hi John! Your return is ready. Please upload your 2025 W-2 and photo ID.
9:41 AM
Uploaded — anything else I need to sign?
9:43 AM
Review and sign your e-file authorization. Tap to sign — no printing required.
9:44 AM
Unlimited E-Filing. No Per-Return Fees. Ever.
Prepare and transmit as many federal and state returns as your office can handle this season. There are no return-count caps, no per-e-file transmission fees, and no surprise upsells as you grow. E-filing remains subject to IRS EFIN authorization and verification.
Everything Your Tax Office Needs To Prepare & E-File
Instant Keystroke Calculations
Form 1040 schedules, credits, and state calculations update immediately with zero lag or screen freezing during client interviews.
All 50 State Returns Included
Full individual state, resident, nonresident, and part-year returns without paying expensive per-state add-on fees.
Major Bank Integrations
Enroll with Santa Barbara TPG, Refund Advantage, Republic Bank, EPS, and Refundo to offer taxpayers Cash Advances and Refund Transfers.
Comprehensive Diagnostics
Pre-transmission error audits ensure compliance with IRS rejection rules and mandatory Form 8867 Paid Preparer Due Diligence.
Taxpayer Remote Signature
Send Form 8879 and bank consents directly to client smartphones for secure remote electronic signatures.
Multi-User Office Security
Role-based preparer permissions keep tax return data segmented, safe, and protected under IRS Publication 4557 guidelines.
Get Access for the 2027 Season
Professional cloud-based tax software for just $99 one-time — no prior-year bank-product minimum required.