A document management system ideal for bookkeepers, tax preparers, CPAs, and all other accounting professionals.
Latino Tax Pro provides training and learning opportunities by top accounting industry experts through their educational platforms and instant access to help and guidance.
If you’re looking to expand your clientele into new demographics, Latino Tax Pro provides training and learning opportunities by top accounting industry experts through their educational platforms and instant access to help and guidance. You don’t have to speak Spanish. Latino Tax Pro offers its online training in both English and Spanish.
Exclusive discount covers the first year of Advantage Plan subscription.
Special bundle includes Express Tax course and Ask a Pro service.
It is very easy to navigate, upload, manage and organize documents. Easy printing and has great features like retention, permissions, templates (includes mass options), and preview options. I love the navigation, the website, and the customer service.
eFileCabinet is great, easy, and efficient. I recommend them to my colleagues. Because we receive a lot of important documents, we need a solution that provides security and is also easy to use.
I’ve been a member of Latino Tax Pro for the past 4yrs and I first learned about it through an acquaintance in the tax industry! My first event that I attended was the Latino Tax Fest at the Rio Casino in LV!! It went well enough for me to return the following year, after that, I was sold that this group had all the tools necessary to make the Latino community louder in the Tax industry!! Every year they have mastered some of the roadblocks that the previous year presented!! If you haven’t attended then this is a must do!
Mr. Lopez, I would like to tell you thank you for your help, my question about the 1042-S form was excellently answered by you. All of the team members at Latino Tax Professionals Association are amazing. Thank you so much for helping so many small businesses. God Bless you.
Either in the cloud or on-premise, with all the storage you need, documents are organized in a central location.
Full-text search with OCR and portfolios for your most used documents, keep them a few clicks or keystrokes away.
SaaS-model, protected with an encrypted connection allows your to work anywhere on a desktop or the mobile app
Rather than sending docs through email attachments, bring recipients into a secure environment for them to download files.
Zonal OCR, folder templates and predefined file names allow you to enter mass volumes of data into the system without touching a keyboard.
Customizable workflow tools allow you to automate an assortment of office procedures.