How Can We Help?
Mobile App
Taxes to Go Mobile App allows your clients to get their taxes done easier than ever before. It’s as simple as Snap, Send, Sign. Your taxpayers create an account through the Taxes to Go mobile application. After their account has been created, they will take snap shots of any documentation required to complete their tax return and send that to you. You then retrieve the information in your program to complete the return. Once you’ve completed the return, you send it back to the client for them to review and sign. The App includes a chat feature for communication between the you and your clients and is fully integrated into your Keystone Tax Solutions software. This application is available for both Android and iOS and can be found in Google Play or the App Store.
| Each off will receive their individual link to use the Taxes to Go App. The taxpayer must use the link to download the app onto his or her mobile device and follow the step below: | |
| 1 | Sign up and create account |
| 2 | Agree to Terms and conditions |
| 3 | Follow through the steps |
| 4 | Upload necessary documents |
| 5 | Add dependent if applicable |
| 6 | Add contact information |
| 7 | Agree to Consent |
| 8 | Complete personal information page |
| 9 | Review information and click “Submit” |
| 10 | Send to preparer via email or phone |
Mobile App Manual: https://www.dropbox.com/s/fbyk10nwjn22zu4/Keystone%20Mobile%20App%20Manual.pdf?dl=0