Enjoy features like:
Secure Records Transfer - Each client can quickly and securely transfer important tax information to their Tax Professionals when the time is right.
My Tracker - A robust tracking tool that utilizes the smartphone’s native features such as the camera and current date to log everything from business expenses to charitable donations to medical and childcare expenses and more. Anywhere / anytime access and unlimited custom reports to fit each user’s personal lifestyle.
Mileage Tracker - Easily and accurately record all your business-related travel for tax and expense purposes using your phone's GPS.
Direct Access - One touch calling, emailing and directions to their Tax Professionals.
Calendar - Convenient way to view all the important tax deadlines for the year in one place. Can even be imported to the phone’s calendar.
Notifications and Reminders - Receive important tax notifications and reminders from your Tax Professional throughout the year.
TaxPocket’s layout is simple and straightforward. Even the least tech savvy clients can use it with ease. You will love how simple it is to track important tax information and stay organized throughout the year.
Name: Debbie Thomas, EA
Search for my profile ID #50821