Built to fit your firms needs!
UBERtax Since inception, UBERtax has been functioning in one manner although effective it was limited to one solution.
For the 2019 tax year, we took time to review both the technology and the clients needs and are very excited to present 2 new options for our clients.
We have redesigned what we do and how we do it, ideally providing a solution for every size and type of Licensed Trustee Firm.
We have been given feedback from our clients that basically divides the firms into 2 groups:
- Firms with the in-house capacity to process returns efficiently and quickly. Mostly larger firms with staff sizes that scale well during tax season.
- Firms that need help during tax season, they don’t have the capacity or desire to scale to complete returns and need help through outsourcing.
Group One – We have a custom tech solution. That is consists of a cloud hosted environment that integrates with IPS and provides CRA compliant tax software DT Max. The 2 programs are integrated, we provide the tax solution, you provide the manpower.
Group Two – A tech solution which includes full tax return processing and delivery. Also cloud hosted environment that integrates with IPS/ DT Max but the difference is we provide the manpower. The tax processing is completed by a CPA through Uberbase. End to End solution that requires very little effort by the trustee firm.
Pick which UBERtax solutions works best for your firm and find pricing here