Meet TaxNowPRO’s Express Onboarding: Simplify Client Onboarding Today

We’re thrilled to announce Express Onboarding, the newest feature in TaxNowPRO designed to make onboarding your clients faster, easier, and more secure than ever.

How Does Express Onboarding Work?

You don’t have to worry about the following gifts:It's as simple as One. Two. Three

1. Log into your TaxNowPRO account and grab your unique Express Onboarding link from the bottom of your dashboard.
2. Share the link with your clients however you prefer—via email, text, or any method you like (maybe skip carrier pigeons for this one).
3. Clients click the link—and we take it from there!

What Happens Next?

When your clients click the Express Onboarding link, they’ll enjoy a smooth, secure experience that includes:

After the IRS processes everything, you’ll have all the information you need to manage your clients’ tax data with confidence.

Streamline Your Tax Practice with Express Onboarding

Say goodbye to clunky onboarding and hello to a faster, easier way to connect with your clients. With TaxNowPRO’s Express Onboarding, you’ll save time, impress your clients, and simplify your workload like never before.

Ready to transform your workflow?
Book a TaxNowPRO demo to see Express Onboarding in action today!