Tax Pilot OLT Pro

Powered by OLT Pro Software

What is Included With

Your Tax Pilot OLT Pro Software

Professional Tax Software
How To Create Irresistible Offers For Your Tax Office!
The Ultimate Guide To Creating Referral Promotions
The 10x Referral Strategy
Fast Action Prospecting Strategies
Bulletproof List Building Formula
How To Generate An Endless Supply of Customers With Facebook & Instagram Advertising
BONUS: Tax Return Exercises For Team Training

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What are some Features

Client Manager

Complete access manager to quickly and easily locate all taxpayer information saving you valuable time. Select the search criteria to customize the available information.

Forms & Schedules

Access over 2,000 federal and state tax forms, schedules, worksheets, and more, all in one place in our form library.

Taxpayer Portal

The taxpayer portal is a secure, user-friendly site that allows your client to stay connected without visiting the tax office!

Bank Products

Bank products, or refund transfers, allow your clients to deduct your tax preparation fees directly from their refund, which means that they will have zero out-of-pocket fees
when filing with you.

Document Manager

Reduce or eliminate paper trail by scanning and uploading essential client documents.

TaxesToGo ™ mobile app

Our mobile app allows you to reach more clients and prepare tax returns in less time. It allows your clients to safely and securely share tax information with you. You can
also chat with your clients in real time from within the app.

Free Unlimited Filing

Enjoy no limit to the number of tax returns that can be prepared and filed with your OLT Pro Pro software. We don't charge you per return, so you don't feel limited and can continue to grow your business.