Innovative Technology to Transform the 1040 Tax Return Review Process


TaxExact, Inc. just announced TaxExact, a new cloud-based tax technology application for tax professionals. TaxExact is a tax verification tool designed to transform the 1040 review process for tax professionals to increase the profitability of 1040 tax returns.

“I created this tool for my own firm to use when I started it eight years ago, because I needed a way to shorten my final review time and oversee workflow” says Pat Roberts, Founder and CEO at TaxExact, Inc. “Implementing TaxExact into my tax practice led to exponential growth and our ability to launch new, profitable advisory services we wouldn’t have had the time for otherwise.”

Features and benefits of TaxExact include:

  • Complements tax software to verify accuracy and results.
  • Reduces review time.
  • Provides visibility to manage workflow and status of all 1040 returns.
  • Develops team members’ understanding of the tax code.

TaxExact is available now. For more information, click here or visit TaxExact | The Tax Verification Tool for Accountants.

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