Take Your Tax Practice to New Heights

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1 Take Your Tax Practice to New Heights TM AgileTax.com

2 AGILE TAX Agile Tax is the first professional tax software designed exclusively for the cloud. The intuitive, easy-to-use online software takes full advantage of the latest technology, letting you prepare more returns faster and more efficiently meaning higher profits for your firm. The unique interface is designed for superior productivity. And because the software was designed exclusively for the cloud, you enjoy the ultimate flexibility and paperless capabilities that deliver maximum efficiency. Keep reading to learn more about this convenient tax-prep software solution or visit us online at AgileTax.com.

3 TABLE OF CONTENTS AGILE TAX Experience the Cloud 2 Timesaving Features and Workflow 4 Electronic Filing 9 Completely Paperless Tax Return 10 Secure, Private Portals for Client Delivery 11 Simple Subscription Pricing 12 AGILE TAX EARNS 4 STARS CPA Practice Advisor April 2014

4 EXPERIENCE THE CLOUD Whether you re just starting your tax practice or have established clients, using tax software that s hosted in the cloud offers many benefits. You and your staff can access your software, files, and data over the web, making it easy to work remotely and giving you the flexibility to work outside of office hours, or just outside the office. And your software and data are stored in redundant data centers with layers of encryption and physical security measures in place so you never have to worry about managing back-ups. 2 AgileTax.com

5 Cloud computing provides secure anytime-anywhere access, high-level security, and data privacy, and it holds the potential to boost your profits exponentially through far-reaching efficiency and productivity improvements. You ll experience all of these benefits: Anytime, anywhere access Enjoy the flexibility of accessing your software and data from home, a client s office, or anywhere you have an Internet connection. Automatic software updates Agile Tax software updates are handled automatically for worry-free maintenance no more waiting for everyone to exit the program in order to apply and access updates. Automatic back-ups and disaster recovery Rely on automatic data and software back-ups to ensure business continuance in the event of a local natural disaster, power failure, hard drive crash, etc. Reduced IT costs and maintenance Save time and money with 100% online delivery. Working in the cloud means no more IT professionals to install or update software, set up and optimize networks, etc. Updates and back-ups are automatic, and hardware requirements are greatly reduced. Scalability Easily add or remove staff, including seasonal employees, to meet the needs of your firm at any given time. Also, work off-site from client offices, other meeting locations, or allow staff to work remotely and retain your best talent. Safer data storage Your client data gets the highest level of physical and electronic protection against fire, flood, data or computer theft, and other concerns. Reduced software and technology costs With our unique subscription pricing model, Agile Tax provides an inexpensive alternative to traditional installed software alternatives. AGILE TAX 3

6 TIMESAVING FEATURES AND WORKFLOW Running a thriving tax practice means much more than simply preparing tax returns. From receiving source documents to e-filing completed returns and keeping track of every step along the way, a streamlined process helps your practice maximize profits. As the first professional tax preparation software designed specifically for working in the cloud, Agile Tax offers an efficient, convenient, and intuitive software choice for professional tax preparers. WORK FASTER & COMPLETE MORE RETURNS Offering a full array of federal and state forms, Agile Tax is specifically designed for the professional tax practice looking to use advanced technology as a competitive advantage. Timesaving tools and efficient features will keep your work moving and will streamline every step of the tax-prep process meaning you can prepare more returns in less time to grow profits. INSTANT NOTIFICATION SYSTEM Visual notifications quickly alert you to items that need to be addressed, approvals, or completed returns that are ready for client delivery. MANY MORE TIMESAVING FEATURES Agile Tax has been built specifically for the high-volume tax practice with many features designed to make tax preparation quick and easy, including: Automatic back-ups through the cloud Multi-state processing Free electronic filing Private, secure client portals for delivery of organizers/returns Real-time calculations Practice management features Client documents such as letters and invoices K-1s for each beneficiary, partner, and shareholder Diagnostic reporting Federal forms and publications State forms and publications Auto-fill library Variety of available reports Multi-monitor flexibility On-screen software help Online chat and support And more 4 AgileTax.com

7 Complete 1040 returns easier and faster increasing your profits! Finish returns faster using the intuitive toolbar: Add forms to the return Post notes to the return E-file the return Create a PDF of the file for previewing or printing Post the completed return to the client s portal Copy the return Add a state or city return Toggle between available forms and source documents included in your client s return. View immediate notifications of areas that need to be addressed. View a client snapshot that includes contact information and refund or payment due total updated in real time as data is entered into the client return. Easily access the most recently opened client returns. Link directly from line items to areas of the return where additional data needs to be completed. AGILE TAX 5

8 Save countless hours during busy season using the unique web-based interface of Agile Tax. QUICKLINKS From a single location, you can use dashboard shortcuts to directly access your most recently viewed clients and several working screens in Agile Tax, such as the Client Management screen and the Return Management screen. SIMPLE, INTUITIVE NAVIGATION Intuitive navigation throughout the software and website allow you to easily complete returns, flip between clients, revisit a recently opened client return, and access resources on the Agile Tax website. Your software learning curve is minimal so you can get up and running quickly to maximize your profits. From the Dashboard Overview screen, access your most recent clients quickly and your product update information directly. 6 AgileTax.com

9 Use multiple monitors with independent views for greater flexibility. View a variety of data simultaneously, tile windows in many combinations, add a client-facing monitor, and more. AGILE TAX 7

10 ADD OR REMOVE PREPARERS ON THE FLY Agile Tax allows you to easily change the number of tax preparers to meet the needs of your firm throughout the year. You have complete control. There s no need to call customer service to adjust your licensing as with other software systems. Simply log into your Agile Tax account and add or remove staff. Easily adjust the number of tax preparers with access to your software as busy season comes and goes. 8 AgileTax.com

11 ELECTRONIC FILING Agile Tax offers e-file tools to help you with each step of the process, such as automatic error checking to ensure that returns are complete and accurate prior to being transmitted to the IRS and state taxing authorities. And there s detailed information to alert you to the status of a given tax return, including e-file acknowledgements from the IRS or a state E-Filing 1040 electronic filing includes 1040 federal returns (and extensions), plus returns for all states that accept electronic filing. Business E-Filing Agile Tax electronic filing is also available for all federal and state 1120, 1120S, and 1065 returns as well as federal 1041 with select states. Electronic filing offers significant value and benefits, including: Faster turnaround for your clients. Minimal setup, because e-filing is part of Agile Tax. Receipt of return acknowledged by IRS and state taxing authorities. With just one click, you can access and manage all of your electronically filed returns. AGILE TAX 9

12 THE PAPERLESS TAX RETURN SAVE TIME AND MONEY In a traditional setting, a lot of paper can be collected in the tax preparation process. Handling paper is inefficient, time-consuming, and prone to human error. That s why Agile Tax was designed to help you achieve a paperless process. Consider the Value of Going Paperless When you reduce or eliminate paper from your workflow process, you save so much more than money. The real value? How much time you save. How much more productive you are. The increased security of your files. How much better you serve your clients. When you use Agile Tax online, you can truly enjoy the countless benefits of a paperless office. Offer your clients private, secure web-based portals to view their organizers and returns. Review returns online and run diagnostics that hyperlink directly to any issues. Then finalize and finish the return. E-file and monitor the return status right in Agile Tax. And more features are being added with every release. 10 AgileTax.com

13 SECURE, PRIVATE PORTALS FOR CLIENT DELIVERY Private, secure portals let your clients retrieve and review personal financial documents and tax returns. Portals also allow you to reduce printing, postage, and filing costs, and save time with instant document exchange. Get the information you need fast using web-based client organizers to collect tax information. Agile Tax automatically organizes items by client, alerts you when a client posts source documents, and gives you direct access to PDFs without leaving the software. And when tax returns are ready, just post them in your clients portals for their review. Private, secure portals let you exchange source documents and tax returns with your clients. SECURE STORAGE Agile Tax gives you a built-in document storage system that integrates with private client portals. Secure storage gives you the ability to: Upload and download source documents and other files relevant to processing tax returns Send PDFs directly from your software to Agile Tax servers Easily access previously stored documents and files with the click of a mouse Integrate with private client portals AGILE TAX 11

14 SIMPLE SUBSCRIPTION PRICING With Agile Tax, there s no up-front purchase fee or annual renewal payment. Our simple, monthly subscription pricing is designed to go easy on your cash flow and offer you maximum flexibility, so you can increase profits. Simply pay your first month s fee and start working. You can choose which subscription plan fits your needs best. Just $100 per Month Gets You Started Unlimited 1040 for $100 per month Get unlimited 1040 processing, including federal, all states, and e-filing for your first preparer for just $100 per month (12 month commitment). Additional preparers for $50 per month Easily add seasonal or temporary employees for just $50 per month with no minimum commitment. Maximum Flexibility on Business Returns Convenient per return pricing for business returns Pay only $45 per return for 1120, 1120S, or 1065 returns, including federal, all states, and e-filing. Federal 1041 returns are also available with e-filing and select states. Unlimited business returns If you process many business returns, unlimited 1120, 1120S, and 1065 processing including all states and e-filing is available for just $50 per month (12 month commitment). Federal 1041 returns are also available with e-filing and select states. Additional preparers are included for no additional charge. Offer Your Clients Private, Secure Portals for Less than a Penny a Day 100 private client portals for just $10 per month Increase client retention and save time and money by providing your clients their own private client portal. The cost is only $1.20 per client, per year or less than 1/3 cent a day. Once your clients start using portals, they ll never go back to a paper system again. 12 AgileTax.com

15

16 TM ABOUT US Agile Tax is a cloud-based software solution for professional tax preparers. The intuitive, easy-to-use online software lets you prepare returns faster and more efficiently meaning more profits for your firm. The unique web-based interface lets you toggle between the information-packed website and the software itself. So now you have one easy Internet destination for preparing returns and accessing industry resources. For more than 30 years, the Tax & Accounting business of Thomson Reuters has been providing technology and information solutions and services to the tax and accounting profession. Agile Tax, the newest addition to our line-up, is a cloud-based tax software solution specifically for the professional tax preparer. For more information on Agile Tax, visit AgileTax.com, us at or call 855.AGILE.TAX Newman Boulevard Dexter, Michigan AGILE.TAX AgileTax.com TL , Thomson Reuters, all rights reserved.

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