We know that you need more than just tax software to be successful. You need a team that stands behind you, that you can count on when you need them. That’s where the uTax Support Team comes in.
Support and Training
We’re committed to providing you the quickest response and best experience possible. Our goal is to provide you with our one-call resolution model so that your business runs efficiently throughout the entire tax season. uTax Software technicians are committed to going the extra mile to address all your questions and concerns.
Republic Bank's RAP & Preseason RAP. Bridge the gap between preparation and payment with our Receivables Assistance Program
Easy Advance Options
Our Onboarding Team goes above and beyond to make sure you’re ready for the tax season. We’re dedicated to making the transition as smooth as possible. After all, a great software is no good unless it’s set up properly and you know how to use it.
Install and Configure Current and Prior Year Software
Convert Prior Year Software Data
Install and Configure Current and Prior Year Software
Office Setup (Printers, Billing Schedule, Security and more)
Bank Enrollment
Partner Support
Your Success is Our Success. That’s why we put so much effort into training our support reps to make sure they’re the best they can be. Our highly trained technicians are dedicated to our one-call resolution model, helping you to get back to your clients quickly.
Bilingual Technicians
Year-Round Tax Analysts
Advanced Technical Support
Screen Share Technology
Resource Center
Training
Making sure you know how to use the uTax Software effectively is our primary goal. With our multitude of “Live” webinar trainings covering topics such as Software Features and Tax Law, to our Video Library where you can learn about the Document Manager, Remote Signature and more, the uTax Resource Center ensures you and your staff have the training you need.
