The Tax Broker

Building Tax Bosses one office at a time.

Are you a tax preparer looking to streamline your business and create a better solution for your clients? If so, we’ve got you covered. The Tax Broker offers multiple different tax preparation software solutions to organize and integrate all the files and forms you’re managing with ease.

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Our Professional Tax Prep Software Options

No matter the size or shape of your tax preparation business, we have the right software option for you. Here are our 4 different packages to choose from:

Pro

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OLT Pro Web

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An All-inclusive E-filing Application for Tax Professionals

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All the features

Why Invest in Pro Software?

This all-inclusive e-filing software comes with a variety of benefits for both your clients and your business.

Enhanced Data Security

All data is encrypted and stored in a secure HIPAA-compliant server. If needed, you can add another layer of security to your account with multi-factor authentication.

Real-Time Client Communication

You’ll have access to The Client Portal, which eliminates the need to share information through third-party channels. This both will save time and increase your security.

Simple Options for Importing Data

Choose between manual entry, bulk upload, integrating from QuickBooks or Xero, and/or API integration.

User-Friendly Dashboard

Your dashboard is meant to help you, not hurt you! The dashboard allows you to check the filing status of every client and generate reports based on payments, filing status, and more.

Bulk Distribution of Recipient Copies

If needed, we can handle bulk printing and mailing of recipient copies. Or, if you’d like to go digital, you can grant your recipient's access to the forms they need through the online portal.

Manage All Your Clients at Once

It can be overwhelming to manage all of your clients if you’re storing their information in all different places. With this software, you can easily add and manage your clients right within the dashboard.

Why Invest in OLT Pro Software?

This all-inclusive e-filing software comes with a variety of benefits for both your clients and your business.

Document Manager

Reduce or eliminate paper trail by scanning and uploading essential client documents.

Taxpayer Portal

The taxpayer portal is a secure, user-friendly site that allows your client to stay connected without visiting the tax office!

Quick Estimator

This is a great tool that can be used to give a quick estimate to the taxpayer with the ability to start the tax return from the data entered!

Client Manager

Complete access manager to quickly and easily locate all taxpayer information saving you valuable time. Select the search criteria to customize the available information.

Multi-User Manager

Ability to add additional users to your office with tools to help customize and optimize your business.

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!