
SOFTWARE FEATURES

BUILT-IN DOCUMENT MANAGER
This newly designed document management integration will surely save your office lots on expenses via a paperless solution. The document manager automatically stores documents signed via signature pad as well as remotely signed documents. Any handheld scanned documents are imported here, as well as imports from existing scan folders.

HANDHELD SCANNER
With this easy to use scan and store process you can scan and store taxpayer documents, capture taxpayer identification, and access electronic copies of existing files from your PC. This will not only speed up the returns process, but will also meet government disclosure requirements.

SIGNATURE PAD
With the integration of the electronic signature pad, Opulent Tax Pros helps you save more of your valuable time, money, and space. Coupled with the Built-in document manager, your office can now automatically store all signed documents. Prepare more returns in much less time the paperless way!

REMOTE SIGNATURE
Remote Signature allows you to save time by letting you complete a tax return without the need for the taxpayer or spouse to be in your office. The taxpayer will authenticate their identity, review a copy of the return as a PDF, then sign. The signed return is then stored in your software for access anytime!
Please book a Software Consultation before purchasing to ensure you select the perfect software for your business.
Software System Requirements
Windows 8.1 Professional (32/64 Bit) or higher (Apple/Mac OS is not supported on any Desktop Software) Windows 10 Pro Recommended.
Anti-Virus Software (Active and Up-to-Date)
Screen Resolution 1024x720 Minimum or higher
Intel or AMD Duo Core 1.4GHz (recommended Intel Duo Core 2.4 GHz or higher)
For Networking: Network router and all computers must be directly connected to the same network this includes WiFi and Wired connections.
2 GB RAM DDR3 or higher (8GB DDR4 or higher recommended)
Backing up: USB Flash Drive or External Hard Drive with a minimum of 30 GB of Free Space or More depending on backup file size. (Actual space needed may vary)
30 GB Free Space on Hard Drive or more depending on client volume and prior year software installed. (Recommended to have at least 4x free space than used)
High-Speed Internet Connection (networking may not be supported on all Hotspot Devices) Recommended speeds of 10 mbs. down and 6 mbs up.
TAXES TO GO MOBILE APP
Your tax business now has its own mobile app for your taxpayers – all with your own name and logo. And you didn’t have to spend time or money developing it!​
Branded with your logo
Clients can start/update tax returns
Easy access to tax return status​
Taxpayers can upload supporting documentation to tax preparer​
Remote signature capture
Integrated messaging and so much more…