Why Choose Keystone?

A Little About Us

Keystone Tax Solutions is a leader in the professional tax software industry with more than 15 years of experience offering online tax software and helping hundreds of tax professionals start their own tax business. We serve two different clients. We help those clients who are veterans obtain affordable low cost quality software that ensure their business continues to grow, cut cost, and become more efficient. We also help those who are new to the tax business and do not know where to start. We help our clients get their business off the ground by providing EFIN services, software, tax training, software training, tech support, marketing strategy and much more.

Our Customer Service and extremely affordable quality software is what sets us apart from the competition. No more waiting on phone calls or replies to email. We pride ourselves on being there for our client no matter the time or day. During the tax season we can be reached via phone or email 24 hours a day and we operate year round. The owners of our company have all worked for, operated, and owned their own tax firms. They know what it takes to start from nothing and grow a business to be successful. They combine for over 15 years of tax preparation experience. We know our success is based on your success

We currently service over 500 tax professionals in 35 different states across the US. We continue to grow and break in to new markets each year. Most of our clients are made up of small and large CPA firms, mom and pop tax offices, and home based tax preparation businesses.

Our Software Benefits

  • Easy to use, learn, and teach
  • Direct input or interview input
  • Complete web based software
  • Software accessible from any device
  • Bank products
  • Free e-filing
  • Free customer support
  • Multi-user office access
  • Absolutely No Hidden Fees
  • Get Free Tax Software With 100 or More Bank Products

Why Online Tax Software?

Web-based tax software that is user friendly; yet provides comprehensive software for any tax office. If you are a preparer on the go or just need tax software that is maintenance free with nothing to download, this product is for you! Create a multi-user office without the hassle or costs of a server, and start growing your business today!

Includes


  • Individual 1040, 1040NR
  • All states + DC (that require tax filing)
  • Business Federal 1120, 1120S, 1065, 1041, 2290, 5500, 990, 706, 709, & 720
  • Free e-filing
  • Bank products
  • On-site check print software
  • Multi-user setup
  • Free customer support

Advantages


  • No waiting for software, start preparing returns right away
  • Great for those with many offices or employees
  • Monitor satellite locations
  • Ease-of-use
  • Maintenance free with nothing to download
  • All updates are automatically done at each login
  • Create a multi-user office with locations anywhere
  • Immediate access to your client’s information anytime, anywhere
  • Interview method input is easy to train and perfect for new preparers

Features:

Client Manager


Complete access manager to quickly and easily locate all information pertaining to your client’s return, saving you valuable time.
  • Personal details
  • Payment details
  • Preparer notes
  • Schedule appointments
  • Return details
  • History details
  • Return status
  • Letters

Multi-User Preparer Manager


Ability to add additional users to your tax office with tools to help customize and optimize your business.
  • Each preparer has a unique account name and password.
  • Set privileges specific to each preparer such as e-file, bank, check printing, and reports.
  • Disable account access at anytime.

E-File Manager


Complete tracking system allows you to keep the most current status information during every stage of the e-file process. View status lists for:
  • All queued
  • All transmitted
  • All accepted
  • All rejected

Reports


Run your office more effectively by generating valuable reports throughout the tax season. With over 50 standard reports to choose from, you can customize them specifically to meet your needs!
  • Status and tracking
  • Yearly growth comparison
  • E-file
  • Revenue
  • Income
  • Bank

Professional Correspondence:

Client Organizer


The client organizer will help better serve your clients by providing them a simple question/answer worksheet that will prepare them for their scheduled appointment. Prior year tax information is pulled forward for existing clients.

Labels


Print professional mailing labels for your client letters and marketing material. Choose from many standard client status options to generate labels fast and efficiently.

Customized/Standard Letters


Choose from several pre-written letters or compose your own client letters. Upload the company logo to give your office a professional, polished look.
  • Cover
  • Scheduling
  • Post-season
  • Pre-season
  • Privacy notice

Time Management Tools:

EIN and Zip Code Database


We understand how valuable your time is. These time saving auto-fill features will increase speed and accuracy to help run your tax office more efficiently!
  • EIN database stores employer identification numbers automatically upon entry.
  • Ability to customize your database anytime with an automatic add/delete option.
  • Zip code database allows quick entry of address information by auto-filling the city and state based on the zip code entered.

Prior Year Import:

Seamlessly pull forward all existing client information from the prior year.
  • Choose between a standard or comprehensive rollover.
  • Depreciation is carried forward from year to year.
  • Save significant data entry time.

Appointment Scheduler


Manage and plan your time and your staff’s time months in advance! View
  • Setup office hours and user availability
  • Manage days off and vacation time months in advance.
  • Schedule appointments for new and existing clients.
  • Create custom reports for specific days, months, years, etc.

Dedicated 24/7 Support

Our Support Service is always available 24 hours a day, 7 days a week.

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