TAX SOFTWARE FOR YOUR OFFICE

A clearer view.
A simpler way
to work.

Get to know the software before you commit.

Explore Mastery Tax’s cloud-based tax software, see the screens behind the workflow, and let us walk you through the tools for your office.

Schedule a software demo ↗ Take a closer look ↓

YOUR WORKDAY, AT A GLANCE MASTERY TAX

Find a client Review a return Open reports

Interface example from Mastery Tax’s published materials. Screens may differ by tax year and package.

SEE HOW THE WORK FITS TOGETHER

Find your client →Prepare the return →Review the details

LOOK INSIDE THE SOFTWARE

Less guessing.
More “I can do that.”

Click through the screens to see where the work happens. Then bring your questions to a guided demo.

01 / A CLEAR STARTING POINT

Know where to go next.

The main menu brings common tasks together, including starting a return, finding a client, reviewing returns, and opening reports.

Client Search for returns already started
Review Returns for the review queue
Reports and Transmissions from the same menu

ASK US TO SHOW YOU

“How would my preparers and reviewers use this dashboard during tax season?”

These are interface examples, not an interactive copy of the software. The dashboard shows a prior tax year. Your demo confirms current screens, supported returns, and package features.

A CLIENT CONNECTION BEYOND THE DESK

Branded mobile app example. Branding and availability are confirmed with your package.

MOBILE TOOLS FOR YOUR CLIENTS

Make the paperwork
part of the conversation.

Ask about a mobile workflow that connects your clients with your office.

Explore options for clients to photograph and upload paperwork and complete signatures from their phones. We’ll explain the setup, branding, and features available with your software package.

Connect Review the client sign-in experience.

Share paperwork See how the document-upload process works.

Keep moving Walk through the next steps for your office.

Include mobile tools in my demo ↗

BUILT AROUND THE WAY YOU WORK

One preparer or a growing team.
Start with the right questions.

Your software should fit your returns, your people, and your process. Use the demo to explore what matters to your office.

01 / RETURN PREPARATION

Follow the work.

Explore income entry, return review, error-checking tools, and the e-filing workflow. Confirm support for the forms and return types you prepare.

02 / OFFICE VISIBILITY

See the bigger picture.

Ask about reporting, return statuses, preparer access, and multi-office management options that fit your team.

03 / GETTING STARTED

Know your next step.

Discuss setup, training resources, technical support, and package choices before deciding what works for your business.

Software package illustration.
Current inclusions are confirmed during your demo.

LET’S WALK THROUGH IT TOGETHER

See the screens.
Ask the questions.
Find your fit.

A guided conversation gives you room to understand the workflow and discuss what your office needs, without relying on a feature list alone.

✓ Bring the return types you prepare most.

✓ Tell us about your team and locations.

✓ Ask about setup, support, and pricing.

Schedule your software demo ↗

The booking page opens in a new tab. Features, pricing, availability, and onboarding details are confirmed before purchase.

BEFORE YOUR DEMO

A few things
you may be wondering.

Don’t see your question here?
Bring it to the conversation.

Can I see the software before choosing a package?

Yes. Schedule a demo to walk through the workflow and discuss your office’s needs before selecting a package.

Are these screenshots from the current tax year?

They are interface examples from Mastery Tax’s published software materials. Some show a prior tax year. Your demo is the place to confirm current screens, supported returns, and package features.

What should I bring to the demo?

Bring questions about your common return types, number of preparers, locations, client-document process, reporting needs, and preferred setup timeline. Do not send taxpayer documents through the scheduling form.

Can we discuss software for more than one office?

Yes. Tell us about your locations and team structure so we can discuss multi-office options, access, and reporting needs.

What about pricing, training, and support?

We’ll discuss available package options, pricing, onboarding, training resources, and support. Confirm exactly what is included before purchasing.

A clearer view. A simpler way to work.

Less guessing. More “I can do that.”