STAY PRODUCTIVE! Update prior-year data to current year, either all at once or as needed. Easy backups of any or all clients data, plus custom settings. With SecureFilePro, back up your Orion TaxPro Portal account for safe cloud storage. Easy software updates, choose automatic or when notified. Save time by adding a digital signature or a barcode scanner to import W-2s or K-1s. Store and access tax forms, returns and documents in Orion TaxPro Document, your digital filing cabinet. Orion TaxPro Software includes 12 printable taxpayer forms in Spanish. Access Online Tax Research with a customizable list of online tax resources. Accept credit card and debit card payments within Orion TaxPro Software. IMPORT & EXPORT - electronic W2's, Schedule D import, 8615 export, K-1 export, end-of-year balance import and Trial balance import.

PLAN AND ANALYZE - Orion Tax Planner shows clients how marital status, dependents, income, etc can affect their taxes. Save multiple scenarios. Compare taxes year to year in a convenient worksheet.

E-File PIN and consent screens provided for customers to approve the return and for consent forms and bank documents. With Orion TaxPro E-Sign-Use as an optional signature pad to bind customer signatures securely to the return, eliminating the need for a paper version. E-File states with the federal or separately, if necessary and the state allows separate e-filing. Attached PDFs to returns foe e-filing. Document can also be stored in Orion TaxPro Documents.