Whether you are a large organization with multiple offices or a successful single office operation, Legacy financial advisor network Software has the professional tax solution to maximize your your success
Easy access to client documents from within the tax return. Reduce expenses on paper, toner, and filing. Documents signed via Signature Pad
Legacy financial advisor network Service Software customers now have the ability to request a remote signature from a non-present taxpayer and/or spouse at the time of tax return completion.
Enhance your Client Communications Improve efficiency by communicating with clients via text messaging.
Fast, Easy-To-Learn Forms-Based Software
Signature Pad
Built-in Document Manager
Real-Time Processing with Industry-Leading Banks
Integrated Text Messaging Capabilities
And Much More…
Save money with our paperless office solution
Start a tax return and capture all of the data on the W2 and K1 by simply scanning the barcode
Electronic signature pads provide a quick return on investment through significant time savings.
Send a text message to your client’s cell phones directly from the tax software.
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