OLT Pro Benefits

1. Easy to use software, everything is accessible from one console!
   
2. Inclusive package for one low cost with no extra unexpected costs.
   
3. Security you can control allowing you to only give access to your account by approved IP address.
   
4. Website Security measures you can trust with OnLine Taxes.
   
5. Valuable Reporting Features giving access to utilize both standard and custom reports.
6. Convenient access to both state and federal forms & publications for current and prior years.
   
7. All 41 states + DC are supported, including resident and nonresident state returns
   
8. Optional online interview style software or direct input software. (Desktop Only)
   
9. Corporate Income Tax filing. (Desktop Only)
   
10. Nothing to download!

Professional Features

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Professional Suite of Tools

1. Minimize your paper trail with the OLTPRO Document Manager
   
   • Scan documents directly into client folders
     
   • E-mail and import essential client documents
     
   • Allowing you more effective and efficient filing options
   
   
2. Scheduler Tools for organization and time management.
   
   • Includes valuable reporting tools
     
   • Quickly and easily set up office hours and calendar
     
   • See all appointments at a glance
   
   
3. Easy Client Lookup and Records Database.
   
   • Quickly locate any client's return by using various lookup options
     
   • Instant reviews and status reports on every return
     
   • Set alerts to client's records for quick reminders
   
   
4. Easy to understand Efile and Status Reports.
   
   • Quickly find out the efile status of your clients.
     
   • Ability to transmit in batches to the IRS
     
   • Generate lists of incomplete, queued, transmitted, accepted and rejected returns
   
   
5. Professional Letters and Mailing Labels
   
   • Incorporate your company letterhead for a professional look
     
   • Utilize both custom and standard letters, invoices, and other correspondence
     
   • Easily and professionally print mailing labels for a polished look
   
   
6. Payment Tracking
   
   • Ability to offer Bank Products through Santa Barbara Bank & Trust (SBBT)
     
   • Ability to track client payments
     
   • Ability to track pricing changes