Arranging daily transmission of returns for efiling can be a headache for office managers. That's why Orrtax has added a schedule feature to its IntelliManager that enables users of its IntelliTax Classic and IntelliTax for Windows software to schedule efile transmissions. Preset transmissions ranging from once an hour to once a day diminish the amount of time office managers will spend arranging daily transmissions.
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"IntelliManager allows the office manager to schedule transmissions, saving the office manager time," says Stuart Lisk, Orrtax's director of product management.
IntelliManager's Hold & Batch feature lets the main office of a multiple-office firm coordinate and then send a single batch of returns collected from all its offices. Lisk says that the new process frees managers to spend their time on more profitable tasks.
Users also have the option of opening a return and editing it before sending it on to Orrtax or forwarding the return directly to the filing center. Improving efficiency by eliminating steps in the preparation and efiling process is important, says Lisk, especially now that there is a shortage of workers.
"At a time when it is difficult to find tax preparers," says Lisk, "this allows large preparers or service bureaus to centralize their expertise."
Orrtax Software Solutions|
IntelliTax Classic and IntelliTax for Windows
HQ Bellevue, Wash.
Phone (800) 337-3337
Fax (425) 372-0072
Software distribution CD-ROM with updates via Web downloads.
Price IntelliTax Classic and IntelliTax for Windows are $495.
Pay-per-return Not available.
Multi-state processing Unlimited.
Data entry Interactive.
Support method Telephone, fax, and e-mail.
Electronic storage Not available.
Electronic filing More than 75 forms through Orrtax Filing Center.
New for next year Check printing flexibility with new user interface. Custom print sets for IntelliTax for Windows and customizable client referral coupons. Display multiple IRS rejections for IntelliTax Classic.
Robert V. McRae, a sole practitioner who has used IntelliTax Classic for the last 10 years, cites the product's simplicity as a major reason for his loyalty to the package.
"I can do a simple tax return in less than five minutes," says McRae. "You don't have to go jumping around to and from different screens. It makes life a lot easier."
McCrae, who is based in Brooklyn, N.Y., prepares more than 1,000 tax returns annually, of which at least 70 percent are electronically filed.
Orrtax's InfoPrompt, which integrates with both IntelliTax for Windows and IntelliTax Classic, minimizes the time tax professionals spend answering client inquiries regarding the status of their returns. Instead of phoning their accountants, taxpayers can call a toll-free number to get an update on their tax return from the Orrtax Filing Center, as well as the status of their refund check.
Lisk says, "InfoPrompt is a service [that is] typically out of reach for smaller firms, in terms of cost. It allows small tax preparers to look like a bigger preparer."
With this automated, bilingual tool, the tax preparer can continue with timely preparation, as opposed to having to be repeatedly interrupted to determine return status.
The company has also increased the education resources available to preparers through an alliance with The Income Tax School. The arrangement lets Orrtax provide information about best practices through practice management materials and seminars. Orrtax customers can receive a 15 percent discount on classes and materials when they are referred to the school by their account managers.
Also for this tax season, Orrtax has made available a turnkey mortgage-referral program offered through Vertical Lend. Residential and reverse mortgages, commercial loans, and home equity lines of credit are available through the program. Preparers using Vertical Lend assist clients seeking mortgages by forwarding their financial information to a lender.
"They don't have to be a mortgage expert," Lisk says. "All they have to do is refer the client."