Built for tax practices. Configured before you go live.
QuickTaxnBooks replaces 5 separate software subscriptions with one unified system engineered specifically for high-volume tax & accounting practices.
01. Dedicated Business Line
Get your own local business line or port your existing number. Separate personal calls from business, send/receive texts, and log every interaction automatically to the client file.
- Local phone & SMS line
- Number porting support
- Call recording & transcription
- Auto-logged client timelines
02. One Unified Inbox
Consolidate SMS, phone calls, email, website live chat, and WhatsApp into a single thread per client. Any team member can view history and pick up seamlessly.
- Multi-channel conversation thread
- Team assignment & internal notes
- Automated SMS auto-responders
- Web live chat widget
03. Bilingual AI Receptionist
Pick up overflow and after-hours calls 24/7. Speaks fluent English & Spanish, answers service FAQs, books consultations into your calendar, and takes detailed notes.
- Instant 24/7 call answering
- Seamless English/Spanish switching
- Direct calendar appointment booking
- Smart escalation for urgent human review
04. Secure Client Document Portal
Give clients a clean checklist for their return type. Clients take photos of W-2s, 1099s, and IDs from their phone. Reminders go out automatically until all documents arrive.
- Mobile photo upload (no scanner required)
- Smart checklists per tax return type
- Automated SMS & email missing-doc reminders
- Bank-grade 256-bit encryption
05. Preparer Return Pipeline
Track every return through clear stages: New Lead → Consult Booked → Docs Received → In Prep → Review → Filed → Fee Collected.
- Visual Kanban return board
- Customizable return statuses
- Automated stage triggers
- Team capacity & bottle-neck reporting
06. E-Sign, Invoicing & Reviews
Send Form 8879 and engagement letters for digital signature. Collect prep fees online, and trigger automated Google review requests upon filing.
- IRS-compliant e-signatures
- Stripe online payment processing
- Automated 5-star review requests
- Automated engagement letters
Bank-level encryption & data privacy
Your client files, SSNs, and tax records are encrypted at rest and in transit. You maintain full ownership of your client database with zero vendor lock-in.