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.