Enjoy greater agility and speed when working with your clients' tax returns online.Free Trial
Professional and trained support team to help you during the tax season by phone, email or help requests through your Expert Tax portal.
User manuals available in English and Spanish.
To try Expert Tax for free, simply complete the registration process and you are ready to go. You do not have to enter your credit card information.
You will be able to navigate through all the modules and experience the features we offer.
In the free version you will not be able to file returns. To file returns, you must purchase licenses.
Ready to take the step to a better tax season? Easy, just go to your Expert Tax account, select Buy Product, choose the modules and number of licenses you want, choose if you want to add an additional package, choose whether to take the payment plan or make the full payment, finalise the payment and you're done.
To take advantage of the interest-free payment plan, you must go to the Payment section of the checkout process. Here you must choose whether you want the payment plan or make a full payment.
The first payment will be made in the current month. It will include the first installment plus IVU. Then the rest of the installments will be debited monthly until the month of July.
Importing your data is easier than you think.
- Log in to your Expert Tax account
- Select Import/Convert
- Choose Import and the module you want to work with
- Select Excel
- Download the file and complete it
- Import the file
Start enjoying a better tax season.
Yes, all modules and tax forms are in the cloud. When you purchase your Expert Tax license you will have access to both cloud and downloadable versions.
We always encourage the use of the cloud as it is the most secure and accessible way to work with your clients' returns from anywhere with internet access.
If you wish to purchase Expert Tax licenses, you can contact us at [email protected] or you can use the following instructions to purchase your license through the site.