Find answers to common questions about TaxTrack, how it works, and how it is used by tax professionals and their clients.
Frequently asked questions
For Tax Professionals
Customer Portal & Client Questions
TaxTrack is a customer relationship management (CRM) platform designed to help tax offices manage client communication, document organization, and workflow in one centralized system.
No. TaxTrack is not used to prepare or file tax returns. It is a platform that supports the operational side of a tax office, including communication, document handling, and workflow management.
No. TaxTrack does not provide tax preparation, filing, or tax advice. All tax-related services are performed by the tax professional or office.
TaxTrack helps organize client communication, streamline document handling, and track workflow throughout the tax process, allowing offices to operate more efficiently.
Yes. TaxTrack is designed to support your existing workflow and can be used alongside your current tax preparation software.
TaxTrack provides tools that allow tax professionals to communicate with their clients through the platform. All communication is managed by the tax office.
