Welcome To BTax Software

Your Smart Tax Solution

Start and Grow your Tax Empire!

Tax Business in a Box

BTax Software, our tax preparation software for tax professionals, is loaded with features to help you efficiently prepare and e-file individual and business returns so you can stay focused on the important stuff — serving your clients and building your practice.

RUN YOUR SOFTWARE & PRACTICE JUST THE WAY YOU WANT

BTax Software, our tax preparation software for tax professionals, is loaded with features to help you efficiently prepare and e-file individual and business returns so you can stay focused on the important stuff — serving your clients and building your practice.

BTax Software is designed to help you prepare your taxes quickly and accurately. It features a simple and intuitive interface to allow you to breeze through tax preparation. The software automatically double-checks your return and applies the latest tax law for maximum accuracy. Plus, with BTax Software, you can view the full return in just a click, saving you time and giving you the confidence that the return is correct. For the speed and accuracy, you need to get through tax season, BTax Software is the perfect solution.

Pricing Plan

Get your own secure website with BTax Portals, for safe client file exchange and off-site backup!

BTax Portals provides your practice a secure website where you and your clients can exchange confidential documents safely and conveniently.

Spend less time printing, faxing, emailing and mailing returns and other documents. Just upload PDFs and let your clients access at their convenience.

BTax Portals works with BTax and BTax Documents, backing up returns and other documents to the cloud is simple.

Success Stories

What our Tax Partners are Saying

"Security is a top priority for me when dealing with sensitive financial information, and BTax Pro's robust security measures have impressed me. The software employs state-of-the-art encryption protocols, giving me peace of mind knowing that my data is safe and secure."

Robert Rose

When you become a BTax customer, you can bring your client’s prior-year tax returns with you with our free data converter tools and conversion service.

SAVE TIME AND GO PAPERLESS!

NOW YOU AND YOUR CUSTOMERS CAN SIGN DIGITALLY

To offer your customers the ability to sign documents remotely, check out BTax E-Sign – Online. You can send the customer documents via BTax Portals and the customer can sign them on their mobile device or computer.

BTax E-Sign – In Person is fully integrated in BTax, making it easy to incorporate into your existing workflow. Simply review the return on screen, allow the taxpayer to sign each signature document using a signature pad, and apply your digital signature to complete the process.

E-signatures are authentic, tamper-proof, and securely bound to your customer’s return.

E-signatures eliminate the need to print, sign, and scan back into the BTax Documents, saving valuable time.

A preparer’s digital signature can be created one time and applied to each return on-the-fly.

Choose Sign Now and complete the e-signing process immediately. Or choose Sign Later and the document is stored in the client’s Document Manager folder. Initiate the e-signing process from the Document Manager when ready to sign. Either option, Sign Now or Sign Later, will automatically save the PDF document in the client’s Document Manager folder.

Standard PDF printing options are available, such as watermarking and password protection environment.

Pricing

BTax Portal Features

Get files from your client

Your client can upload W-2s and other tax documents to your BTax Portals site.

Send files to your client

You can upload your client’s finished tax return and other documents. Your client can sign in and download whenever it’s convenient, from any computer with
Internet access.

Works with BTax Documents

Create a client folder and upload documents all at once, with one click.

Branding

Custom-branded with your company logo and subdomain

Works with BTax Documents

Create a client folder and upload documents all at once, with one click.

Branding

Custom-branded with your company logo and subdomain

Security

Your site and files are always protected by tough, industry-standard security measures. All transmissions are secure, and files are encrypted at rest on the server. At all times, clients can view and access only their own documents.