Integrated CRM
Access your customer contacts with ease, automate your referral program, print checks, and more.
The All-in-One Online Solution
Nationwide Tax Advisor Online
Empower your tax preparation journey with Nationwide Tax Advisor Online, the cutting-edge cloud-based professional tax software. Access it from any device with an internet connection and prepare returns effortlessly, no matter where your business ventures lead you. Elevate your tax management experience with convenience, efficiency, and the flexibility to thrive in today's dynamic business environment.
Paperless Office
Integrated CRM
Powerful Mobile Application
Compatible with PC/Windows & Mac
Tax workspace
Ready to file
Client intake complete
Federal return calculated
State e-file approved
Refund
$7,000
E-files
Unlimited
Effortless, Secure, Reliable Tax Filing
Smart Tax Solutions for Modern Professionals
All-Inclusive Software
Professional tax software built by and for tax preparers to prepare 1040 federal and state returns.
Integrated Bank Products
Help clients get faster refunds and get paid sooner with straightforward bank product integration.
Support
Virtual support and training are available in English and Spanish with no additional support fees.
Built for real tax offices
Why is Nationwide Tax Advisor Online Different?
Nationwide Tax Advisor provides one of the most user-friendly online tax software solutions available in the industry. Combined with our training and support team, it is incredibly easy to grasp and train on. What sets our online platform apart is its distinctive features, offering a seamless experience for users.
Remote Signatures
Facilitate the remote signing of essential documents effortlessly from within every tax return.
Document Archive
Retrieve taxpayer documents digitally and access them online from anywhere.
Free Unlimited Filing
Prepare and file an unlimited number of tax returns with no per-return restrictions.
Cloud Based
Prepare and e-file individual returns online through a friendly interface and intuitive menus.
Depreciation Module
Streamline asset entry, method selection, and expense transfers directly on the return.
Top-Tier Support
Get virtual support with integrated screen sharing in English and Spanish.
Work from anywhere
Manage Your Office from a Coffee Shop
Enhance your tax season experience with advanced tax preparation software. Explore tailored software packages designed to meet your specific business requirements, then take the first step toward a smoother tax season by reaching out today. Benefit from our dedicated support team at every stage of your journey.
With the unlimited 1040 program, you have the freedom to manage your professional tax business from anywhere.
Included with online access
- Secure cloud workspace
- Unlimited individual returns
- Integrated bank products
- English and Spanish support
Features of Nationwide Tax Advisor Online
Built around the way your office actually works
Every year we take hundreds of customer suggestions and work them into our software because you know the needs of your community better than anyone else. Our job is to support your success.
Integrated Bank Products
Bank products let clients receive part of their refund early. Our integrations let clients subtract your tax preparation fee directly from their refund so they can file without upfront out-of-pocket expenses.
Integrated CRM
A specialized CRM designed by EROs for EROs includes mass text messaging, call tracking, mobile link, and more, all from one platform.
Unlimited E-Files
Prepare and file an unlimited number of tax returns without per-return charges, giving your business room to expand.
Mobile App
Expand your client base and streamline return preparation with secure, safe sharing of tax information between your office and your clients.
Bank Products up to $7,000
Introduce Refund Advance to offer prompt financial assistance during the crucial tax filing period and broaden your customer reach.
Loyalty Advances and Referrals
Extend a loyalty program throughout December for up to $1,000 per client and grow with an automated referral platform, funding, and notifications.
How It Works
If growing your tax business is at the forefront of your goals, Nationwide Tax Advisor Online was built for you.
Explore how you can make your purchase effortlessly and get your office ready for the next season.
Register
Register by providing your name, phone, email, and other personal details.
Talk to Sales Rep
Have a quick call with a tax sales representative and request a demo if needed.
Success
Complete payment and receive your software license, typically on the same day.
Need a consultation?
Our customer representatives will assist you in understanding what we offer for your business goals.