1. Tax File Upload
You provide tax files to OtterTax. We provide convenient csv/xlsx templates. Accounting software (e.g. QuickBooks) integrations are in the works. Additionally, we can support custom formats.
2. Automated Regulatory Review
Our compliance engine automatically examines and compares your tax data against thousands of IRS rules – in seconds. This allows for any issues to be identified and addressed upfront, before being reported to IRS.
3. Government Reporting
We generate all required IRS/SSA-compliant files and submit them to government agencies on your behalf.
4. Recipient Statements
Finally, we create and distribute electronic statements to your intended recipients, securely. That’s it in a nutshell. Contact us at firstname.lastname@example.org to request a free demo.