Time to File Taxes? Use These 6 Apps to Help

Times are changing and once traditional office spaces are now transitioning into newer, more digitally focused work environments. With this shift and the adoption of mobile technology, tax preparation is becoming more convenient for employers who can now manage bookkeeping by smartphone at the warehouse, or while on vacation. This means you can make the most of the changing business environment to help save your business money when it comes to taxes!

Innovative tax apps can help save money and time, but “they are not a substitute for an accountant’s insight and experience,” cautions Moises Alvarez, co-founder of Tax Care Inc., an Altamonte Springs, Florida-based franchise group.

While you should look to a professional to maximize tax savings, Alvarez recommends six apps that might help you implement a paperless approach to tackling finances.

NetClient CS by Thomson Reuters

Forget about adding toner to your copier and fax machine. Screen and video sharing through private portals on NetClient CS makes it easy for you and your CPA to share tax returns, financial statements, and other documents on-the-go. “Additionally, the app lets you enter payroll directly from your mobile [phone],” says Alvarez. “After our firms started using this app, productivity tripled.” Pricing varies based on the add-ons you choose.

Bloomberg BNA Quick Tax Reference App

With so many recent changes to the tax code, staying updated is now more important than ever. “Bloomberg’s handy, free mobile reference guide provides detailed information,” says Alvarez. Inside, easily find payroll laws and regulations for each city and state, including mileage and corporate duty rates, along with capital gains and dividend levies for current and past years.


“This app is really cool,” says Alvarez. “Taxbot is specifically catered to sales people, like realtors or account executives who are out in the field a lot.” It tracks expenses and mileage to and from appointments. After you take a picture and upload it into the free app, it automatically integrates with Quickbooks software. At the end of the year, download an AuditSafe report from Taxbot, which summarizes all of your receipts and helps ensure that your deductions are compliant with IRS regulations.


“This year the IRS approved electronic signatures for taxes,” says Alvarez, referring to forms 8878 and 8879, which can now be signed electronically. With web conferencing software like Zoom, tax forms can be shared between the preparer and the business owner across multiple screens, and electronic signatures can be collected in ‘Zoom Rooms.’ “This means you no longer have to drive to a tax preparers’ office. Now, tax time interviews can be conducted from the comfort of your home,” explains Alvarez.


Improperly completing payroll forms can be costly for a small business. HRProMobile is the portable version of HR Support Center, an online portal offering comprehensive, outsourced employee management advice and support. The app lets employers gain insight about workforce tax questions from certified HR professionals who can conduct an audit and help reach compliance as it pertains to I-9 forms and issues like small business healthcare credits, hiring, and unemployment insurance.

IRS2Go Mobile App

After you submit your return, use the IRS2Go mobile app to check the status of your refund, securely make a payment, receive free tax counseling, or watch helpful videos and tutorials. If you file electronically, you can check your refund 24 hours after the IRS receives your return.

Tax apps can make filing your taxes easier and more convenient when used in conjunction with expert help. “We recommend that all taxes be done by a tax professional or CPA to benefit from tax savings,” Alvarez concludes. Make use of these apps today and save your business time, hassle and stress.

Want to learn more savvy business strategies? Take a look at our business resource center. And, one of the smartest business decisions you can make is being proactive about protection. Connect with an agent today to learn about customized coverage for your business.

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Related Topics: Finance , Business Growth