Keep the Bigger Returns. Keep the Revenue.
Solo to Scaled OLT gives tax professionals online access to individual, business, corporate, partnership, and nonprofit return preparation — so a client’s growing tax needs don’t automatically become somebody else’s business.
More Return Types. More Ways to Serve the Client.
OLT expands what your tax office can prepare with business and corporate return capabilities plus the portals, document tools, reporting, and multi-user features that help keep the work organized.
Corporate Returns
Prepare 1120 and 1120S returns without automatically referring the client away.
Partnership Returns
Add partnership return preparation to the services your office can handle.
Nonprofit Returns
Prepare eligible nonprofit returns and broaden your office’s filing capabilities.
1040 + All States
Individual return preparation and all-state filing are included too.
Taxpayer Portal
Give clients a secure way to upload documents and interact with the filing process.
K-1 Import
Reduce repetitive entry when working with applicable K-1 information.
Multi-User Management
Add preparers, manage users, and organize work across your tax office.
Reports + Bank Products
Track production while using available integrated bank-product options.
OLT gives you room to take on more complex return types without needing a completely separate software relationship. See the platform in action.
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