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Look What OLTPRO Has To Offer!
Ability to add additional users to your tax office with tools to help customize and optimize your business.
Complete tracking system allows you to keep the most current status information during every stage of the e-file process. View status lists for:
Run your office more effectively by generating valuable reports throughout the tax season. With over 50 standard reports to choose from, you can customize them specifically to meet your needs!
The client organizer will help better serve your clients by providing them a simple question/answer worksheet that will prepare them for their scheduled appointment. Prior year tax information is pulled forward for existing clients.
Print professional mailing labels for your client letters and marketing material. Choose from many standard client status options to generate labels fast and efficiently.
Choose from several pre-written letters or compose your own client letters. Upload the company logo to give your office a professional, polished look. View
Time Management Tools
EIN and Zip Code Database
We understand how valuable your time is. These time saving auto-fill features will increase speed and accuracy to help run your tax office more efficiently!
Seamlessly pull forward all existing client information from the prior year.
Manage and plan your time and your staff's time months in advance! View