Organization and Peace of Mind
How it works?
Step 1 - Client Invite
Step 2 - Client answers question designed by professional
Step 3 - Upload & submit client documents
Step 4 - Ready for professional’s review and filling
T1 Client’s Document Requests are fully automated.
Get organized and eliminate inefficiencies during tax season.
You can use the same functions with a new execution
We have built our platform to reward you for small tasks.
Real-Time Messaging
Chat allows you and your clients to communicate in real-time.
Client Authorizations
We have integrated functions that allow you to manage all your client authorizations from one place.
Auto Documents
Relax and let us do the rest of the T1’s.
Team Management
We will be loved by your clients
We know that getting tax information ready to submit is not fun for clients. E-phorm makes it simple and enjoyable for clients. With just a few clicks, clients can complete their tax preparation anywhere and anytime. There’s no need to dread tax prep. All you have to do is smile!
What to expect from e-Phorm
Tax Prep that is painless
Only when you have all the information necessary to start working on a client’s T1 will you be able to begin. There will be no more delays due to missing information.
Comprehensive
We cover all aspects of the T1 workflow so you don’t have to worry about missing a tax credit or deduction.
You can save time
ePhorm cuts out the back and forth between clients. This helps you save time, not long hours.
Scalable Solution
No matter how big or small your company is, you can add clients to it as many times as you wish. You have a clear runway from which to fly.
Unlimited Cloud Storage
You can store as many T1 files as you like on our cloud, and access them whenever and wherever you want.
Progress Monitoring
The dashboard of your account gives you a summary T1 KPI’s that will help you stay on track during tax season.
Security beyond the norm
We go beyond industry standards in information security so that you can safely store tax information for your clients without worrying about data loss or security breaches. It will always be our top priority to protect your data.
It’s Easy to Get Started
And it’s free. The 3 things everybody loves.
No Credit Card Required
14 Day Free Trial
No Feature Restrictions During Trial
Monthly
Required to maintain account
$25.00
10 Free Tax Returns
5 Team Accounts
Tax Returns
Pay as you go
$5.00
Additional tax returns may be purchased online.
Enterprise
Unlimited Tax Return
Unlimited User
Pricing FAQ’s
What are your plans?
Do I have to purchase a subscription for each employee in my company?
What's the difference between an admin account and a group account?
What's the $5 tax return price?
Why have a two-fold pricing structure?
Each accounting firm’s tax practice size is unique, so we believe that each one has its own needs. We thought it would be a good idea to offer a pay-as-you go pricing structure, as our customer base is diverse. You only pay for the tax returns that you have completed.
What happens to my account if I forget to renew it?
The data is kept on our servers for three months after the expiry of the subscription. If you renew within 3 months of your last renewal, all client accounts will become active again. All data is lost after three months.
What payment methods are you accepting?
Online payments are accepted through Visa, MasterCard and American Express. For offline payments, please email us at help@ephorm.com
What's your refund policy?
Below is our refund policy.
Customer Satisfaction policy
ePhorm strives to make software that you love using for your business. There are many options, and we thank you for choosing ePhorm. We are grateful. This policy outlines what we will do if we don’t meet your expectations.
Monthly Subscriptions
We will be happy to help you if you have any issues during your first month of using our service. We will try our best to resolve your problem, offer a workaround or provide a time frame for you to find a solution that meets your needs. We will happily offer a full refund if you aren’t satisfied. We want you to be satisfied with all aspects of your contract. Not just the first 30 days. We go above and beyond this. We ask that you notify us immediately if we change, remove or discontinue any functionality during your contract. We will give you a PRO-Rated REFUND for any remaining contract if we do not address the issue to your satisfaction.
Auto-Renewal
Subscriptions will automatically renew until you cancel them. We will mail you a mail stating the amount that will be charged on your credit card each time your subscription auto-renews. We will also send an e-mail receipt after each renewal.
Send us an email at help@ephorm.com if you have any questions.
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Get Started for Free!
Sign up below to start using E-Phorm for free today. Send us any questions you have below in the comments section.