Features
Everything under the hood
A detailed look at what TaxFeeder includes. Every feature is built to help you prepare returns faster, manage your office better, and grow your business.
01 · Tax Preparation Tools
Comprehensive return preparation for individuals and businesses across all 50 states.
- Individual returns (1040, 1040-NR, 1040-SS)
- Business returns (1120, 1120-S, 1120-H, 1065, 1041)
- Nonprofit returns (990 series)
- All individual and business state returns included
- Smart data entry with auto-calculations
- Desktop, Online & Hosted platform options
02 · E-File & Compliance
Federal and state electronic filing with real-time tracking and built-in error prevention.
- Federal and state e-file in one step
- Real-time acknowledgment tracking
- Built-in error checking before submission
- Amended return support
- Extension filing (4868, 7004)
- Desktop, Online & Hosted e-file options
03 · Data Conversions
Seamless migration from competing software. We handle the data so you can focus on filing.
- Drake & Drake Business conversion
- ProSeries & ProSeries Business conversion
- TaxSlayer & TaxSlayer Business conversion
- TaxWise & TaxWise Business conversion
- Prior-year client data import
- Seamless onboarding from competitor software
04 · Office Management
Multi-preparer management, client tracking, and production reporting from one dashboard.
- Multi-preparer user management
- Client database with search and filters
- Return status tracking dashboard
- Preparer production reports
- Multi-office support
- Role-based access controls
05 · Bank Products & Revenue
Integrated bank products from leading partners to serve clients and grow revenue.
- Refund Advantage integration
- Refundo integration
- Republic integration
- SBTPG integration
- Real-time bank product status tracking
- Revenue tracking per preparer
06 · Reporting & Exports
Comprehensive reports that give you full visibility into production, revenue, and growth.
- Return production reports
- Revenue and fee reports
- Client list exports
- E-file status reports
- Bank product volume tracking
- Season-over-season comparisons
07 · Support & Training
Real people who answer the phone. Dedicated support when it matters most.
- Phone support with live agents
- Extended hours during tax season
- Onboarding and setup assistance
- Training materials and walkthroughs
- Dedicated account representative
- Year-round availability
08 · Security & Compliance
Enterprise-grade security to protect your data and keep you compliant with IRS requirements.
- Data encryption in transit and at rest
- Multi-factor authentication
- IRS Publication 4557 compliant
- Automatic session timeouts
- Audit trail logging
- Regular security updates
Choose your platform
Every feature works across all three platform options. Pick what fits your operation best.
Desktop
Installed locally on your machine. Full-featured, fast, and works offline. Great for offices with reliable hardware.
Online
Browser-based access from any device. No installation required. Ideal for remote preparers and multi-location teams.
Hosted
Cloud-hosted desktop experience. Combines the familiar desktop interface with anywhere access. Best of both worlds.
Have questions about a specific feature?
Our team can walk you through any part of the platform. Book a demo or give us a call.