Document capture
Taxpayers easily submit photos of their documents straight from their phone — no more time-consuming face-to-face meetings just to get the information you need.
Your office, in your clients' pockets.
Eliminate in-office visits today. Let taxpayers start returns, upload documents, and track status — all from their phone, with the Sigma Pro Tax mobile tax app.
Sigma Tax Pro 1040-SR customers now have a significant advantage over other EROs thanks to our mobile tax app. It provides a fast, user-friendly experience for tax professionals and their taxpayers regardless of location — and it can be personalized with your business — name and logo. The app integrates fully with your systems, allowing taxpayers to submit and upload documents, start and update tax returns, and check in on the status of their returns at any point. Our technology gives you the tools you need to improve your efficiency and client satisfaction.
Benefits at a glance
Customizable with your brand name and logo
Clients can start and update tax returns
Easy access to tax return status
Remote signature capture
Integrated messaging
Taxpayers can upload supporting documentation to their tax preparer
Taxpayer app
What are the benefits of using the Sigma Tax Pro mobile app?
The app is designed specifically to boost your business's efficiency and the quality of service for your clients. These benefits make ours one of the leading tax software apps available to EROs.
Start & update returns
Clients can start and update tax returns from the app. Full integration with your Sigma software means no duplicated effort between systems.
Return status tracking
Taxpayers check in on the status of their returns at any point — without calling your front desk to ask.
Secure messaging
Integrated messaging lets you communicate with clients instantly, even on the go — and multi-factor authentication keeps documents and private communications safe, confidential, and secure.
Automated notifications
You and your client receive alerts instantly when changes are made to returns, new messages arrive, or returns are submitted.
Your branding
Fully brandable with your business's name and logo. Sigma's creative team is ready to help you build a full corporate identity for your tax office.
Included free with the 1040-SR.
The Sigma Pro Tax mobile app is an available feature for Sigma 1040-SR customers and their taxpayers. Contact your account manager to find out more about pricing, branding, and setup for your office.