Home > Features > Screen Sharing
Screen Sharing
Now you and your colleagues can get technical assistance the moment you need it
Cloud Convenience
Remove Technical Barriers to Success
Empower your tax preparation process with our cloud-based software. Accessible from any device with an internet connection, it lets you prepare returns effortlessly from anywhere. Experience convenience, efficiency, and the flexibility to grow your business in today’s fast-paced environment.
Audio Included
Communication is key when it comes to diagnosing and troubleshooting issues
Access In Seconds
Professional tax software built by and for tax preparers. Prepare 1040 federal, state tax returns.
All CRM Accounts
Screen share capabilites are included with all of the CRM accounts in Pro Tax Builder Software
No Extra Credentials
No need to remember extra logins and passwords; simply accept the prompt and receive help right away
Live Support
Get Help Instantly with Screen Share
Quickly resolve issues by sharing your screen directly within the CRM. Our live support team can guide you step-by-step, ensuring fast solutions and uninterrupted workflow.
See in detail which forms of marketing are giving you the best ROI
Let no feature go unused in the CRM! Navigating the CRM to get to the correct module can be a bit confusing the first couple of attempts. We’ll stand along side you virtually through our integrated Screen Share function.
Eliminate installing 3rd party screen sharing software
Now with screen sharing integrated into the CRM, you and your colleagues will no longer have to install and configure a screen share application just to be able to receive assistance. We’ve eliminated one of the most frustrating hurdles to receiving technical support
Need help setting up your CRM?
Look no further than to our support team to assist you every step along the way for CRM setup. Knowing all of the locations to fill out fields, import client lists, save documents can be cumbersome. Screen Share capabilites remove the technical hurdles, so you can get back to managing your office.
Support is just a click away
Eliminate the learning curve to mastering the CRM and it’s limitless abilities. Once you accept the screen share request, you’ll receive top-tier support for all of your inquiries moving forward.
