Why Should I purchase software from Genius Tax Pro?
Genius Tax Pro is highly favored when it comes to tax preparation software. Genius Tax Pro's intuitive and simple platform is designed for novice of tax preparers. Genius Tax Pro is an innovative software to help your tax practice compete with some of the larger firms such as H&R Block, Liberty Tax, and Jackson Hewitt
Can I convert my current software data to Genius Tax Pro?
Yes. Conversion is as 1-2-3. Converting your data from a competitor’s software saves you valuable time. Some of our popular conversion includes Lacerte, Intuit/ProSeries, Tax Slayer, Crosslink, Sabre-ATX, UTS Tax Wise, Drake, and many others.
What is Refund settlement product
A refund settlement product allows you to process your client's tax return electronically and deduct your tax preparation fees out of the refund.
Are there additional fees when offering refund settlement products?
Yes, there are third party fees associated with offering a refund settlement product to your client.
Do I need to be an experienced tax professional?
No experience is necessary. Genius Tax Pro will give you all the tools you need to run a successful tax business and provide you training on the software.
Do I need to have a PTIN? And what is a PTIN?
Yes. You must have a PTIN to prepare tax returns for compensation. If you do not have a PTIN, after the purchase of your software we will help you obtain your PTIN. There is a fee required to obtain a PTIN. PTIN is a professional tax preparer identification number.
Do I need to have a EFIN? And what is a EFIN?
No. However we would like for you to obtain your own EFIN. Genius Tax Pro has several programs that allow you to E-File without owning your own EFIN some restrictions apply. If you do not have an EFIN, after the purchase of your software we will help you obtain your EFIN. EFIN is an electronic filing identification number.
How can I receive my tax preparation fees?
You can receive your tax preparation fees by offering your clients a refund settlement product or by utilizing the Genius Tax Pro credit card terminal.
Will I receive any specialized training or support?
Yes! For all new users, Genius Tax Pro has a 1 hour free one on one training. In addition, you can get additional training at our annual hosted tax seminars or in person at your location and various online web training. Technical support is provided during and after the tax season.
What if I have multiple locations?
Genius Tax Pro was designed for a multi-office operation. Our management dashboard helps you stay in tune with all of your offices' operations.