Intuit Tax Online Accountant Business App Review (iOS, Free)

(26)

Languages: English

Seller: Intuit Inc.

Bug Fixes

Customer Ratings

Current Version:
1 Ratings
All Versions:
26 Ratings
BusinessFreeIOS

Description

NOTE: This app works with “Intuit Tax Online” (professional tax software) to give you faster access to your data. You MUST have an Intuit Tax Online account before using this app.

The Intuit Tax Online mobile app saves you time answering client questions by giving you immediate access to important client information. Gain instant access to your entire client list and contact information, view up-to-date e-File status for all client tax returns, and view and securely share client tax return PDFs. Plus you can choose which of your clients to invite to download TaxLink (client app) and start collaborating on-the-go, by requesting missing documents and receiving pictures of source documents from your clients.

***Please note, you cannot prepare and file tax returns using this app***

ACCESS CLIENT TAX RETURNS AND COLLABORATE…ANYTIME, ANYWHERE
•Access your entire client list, including contact information, synchronized with Intuit Tax Online
•Share secure, encrypted tax return PDFs via email or directly to TaxLink
•Create and edit notes for each tax return, synced with Intuit Tax Online
•Choose which clients to invite to TaxLink and start collaborating
•View the source documents your clients upload via TaxLink

Run your business from wherever you are - whether you are on the train or at your kid’s soccer game, if you have your phone, you have all of your client tax return data with you. In minutes, you can answer those unexpected client questions right away, increase client satisfaction, and get on with your day.

Keep in touch with clients while reducing email - communicate with clients through the app and send them requests for missing data and documents with the touch of a button. Requests and replies aren’t lost in in-boxes; they show up in the app inside the right client file. You can send friendly reminders to the client’s TaxLink app.

SAFE AND SECURE BANK-LEVEL ENCRYPTION
SYNCS WITH INTUIT TAX ONLINE
Always have access to your account from your iPhone and the web. Your information automatically syncs across devices, so you have your clients’ latest contact and tax return information at your fingertips.

To learn how Intuit protects your privacy, please visit http://security.intuit.com/privacy

Customer Reviews

  • Squash more bugs please

    by SwaggnificentLion

    ...namely: -the status update section (currently just reads "Active" only). I have client returns that have been funded already, (a more specific status should be in place, or adjustable). -emailing client tax documents is not working properly ("continue" button is not functioning after entering an encryption code -- "cancel" works just fine though).

  • Good - read this if updating

    by WELCPA

    I've been using the app for about a year, but after the latest update I had difficulty getting the app to work properly. It appears that others have experienced the same problem, so I'll share what I did to get it working for me. (Simply removing the app and reinstalling didn't work for me.) 1. Remove the app 2. Shut-down the device 3. Restart the device 4. Reinstall the app and login After this, my client list appeared and I was able to send an invitation to the Intuit Client Mobile app to myself. I haven't been able to test the new features yet, but I'll try to post an update once I do. I hope this is helpful to those that have had trouble getting the app working.

  • Decent Update

    by K Smoot

    I'm updating my review since the new version release. I haven't been able to use TaxLink yet but would like ITO to reset the efile statuses for 2013 returns. They still show 2012.

  • CPA

    by Tjncpa

    I had to delete from my phone and reload from iCloud to get it to work.

  • Annoying notification indicator

    by trpnstn

    The icon shows 5 notifications, but nothing in the app to clear them.

  • A & L CPA Group

    by Alcpagroup

    Great app for CPA firms who are on cutting edge of technology.

  • Great Addition to the Intuit Tax Online Experience

    by GeekyMom

    Provides easy way always have access to client's return information no matter where I am. I've used it to check the status a returns, look up an address on the way to a client, and even to look over a retun on my iPad while reviewing source documents on my computer screen. And the new push nofication feature let me address a rejected return ASAP without needing to login to the website to check status. If I could also use it to e-file a return on the go it would be perfect....

  • Enrolled Agent

    by JacquesPere

    Excellent app. Able to check my clients taxes on the go.

  • Love it!!

    by ddcCPA

    Great app. Gives great information at your fingertips!!

  • Great app!

    by Kaleylou

    I love this App! At my fingertips, no matter where I am, I can answer questions for clients. I can actually see a PDF of their return. It has my clients contact info readily available for me and from the app I can call them or send them an email. This year, I used this feature to address my Christmas cards to my clients while riding (no, I was not driving) in the car!! The security is superb! I have a 6-digit security pin code that I use AFTER I have used a log in name and password to get to me clients basic information should I want to access more detailed information. No worry for my clients confidentially. Also, from the app, I have the ability to contact Intuit should I have questions or problems! Such a great company and a very great idea for busy tax preparers like me!!

  • Nice Tax App

    by TechAccountant

    Great app for the mobile tax professional. Clean user interface that provides the ability to view tax returns, their E-file status, and communicate with clients.

  • Great new tax app!

    by Christiangreen

    This is a great app for quick access for review of tax returns when not at your desk and when your on the go! Love that you can view the PDF and see quickly if clients tax return has been e-filed and accepted.

  • Great App!!

    by LudlowCPA

    This new app is a great pocket reference when away from your desk and a client calls about their tax return. Easy to work with and very straight forward.

  • Apps crashes

    by Deacon Happy

    App was working fine now it clocks and then crashes. What's the deal?

  • Apps crashes

    by Deacon Happy

    App was working fine now it clocks and then crashes. What's the deal?

  • What a pain!

    by *yusef528*

    This app is totally useless until there is an update to fix the bugs. Wish I never updated.

  • App keeps crashing

    by Deana80219

    It won't load your clients and keeps crashing.

  • Crashes

    by SHECPA

    It keeps crashing when I try and log in.

  • View More

Screenshots

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