Filer Module Solution
Streamline tax and financial form filing with our Filer module. We offer AI-driven tax filing assistance, a mobile-optimized experience, real-time tax estimations, integration with ‘Documents’ for easy file access, and support for multiple tax jurisdictions or forms.
How the module works?
All you need:
- Bank Accounts Connected
- Documents added
We offer you:
- Tax Return
- Write-off Estimation
- Tax calculation
Features that make us unique
It offers a tax filing tool that helps users file their taxes efficiently and accurately. The solution also integrates with the Documents module for easy access to the necessary files.
AI-driven tax filing assistance
Tax Calculation and Optimization
Status tracking and notifications
Tax Return history and records
AI-driven tax filing assistance
- Use AI to extract relevant financial data from the documents, pre-filing parts of the tax return form.
- AI-powered tax filing assistance that helps users file their taxes efficiently and accurately.
Tax Calculation and Optimization
- Automatically calculate tax liabilities or refunds based on the provided information and current tax laws.
- Offer recommendations on potential tax deductions, credits, or strategies to optimize the customer’s tax situation.
Status tracking and notifications
- Provide real-time tracking of tax return submission status (e.g., submitted, accepted, under review).
- Notify users about important dates, submission confirmations, or any issues with their tax return.
Tax Return history and records
- Maintain a digital archive of all tax returns prepared and submitted through the plataform.
- Allow users to easily retrieve past tax returns and associated documents whenever needed.