Key Features
Nine integrated tools designed to streamline every stage of your tax workflow — from client intake to e-filing.
Import W-2 and 1099 data directly into tax returns to eliminate manual entry and reduce errors.
Secure client portal and mobile access for easy document sharing, messaging, and real-time return status updates.
Organize and store all client documents in one secure, centralized location linked directly to tax returns.
Send digital organizers to clients to collect tax information faster and ensure complete, accurate returns.
Automatically import K-1 data from business returns into individual returns to save time and prevent duplication errors.
Manage clients, track return status, and access filing history all from one streamlined dashboard.
Track, transmit, and monitor e-filed returns with real-time status updates, acknowledgments, and rejection handling.
Collect secure digital signatures from clients on forms and authorization documents without printing or scanning.
Generate detailed office and client reports for production tracking, filing activity, performance insights, and business management.
Why OLTPRO
Four reasons tax professionals choose OLTPRO to power their practice.
Fully web-based platform built for tax professionals.
All-in-one system for clients, documents, e-filing, and workflow.
Automation tools to reduce manual work and improve accuracy.
Designed for both individual and business tax preparation.
Ready to Start?
Try OLTPRO free to explore every feature firsthand, or talk with our team to find the right fit for your practice.