PROFESSIONAL TAX SOFTWARE FOR TAX PREPARERS.
Streamline Pro Tax Software is a separate professional software offering associated with Andrea Davis, owner of Levels Tax Service. It is built for tax professionals and firms who need a structured platform to prepare, organize, and manage client returns.
Streamline Pro Tax Software is a distinct business offering and is separate from the consumer tax preparation services provided by Levels Tax Service LLC.
Streamline Pro Tax Software
Professional tax preparation platform
A STRUCTURED PLATFORM FOR PROFESSIONAL TAX PREPARERS.
Streamline Pro Tax Software brings together the tools tax professionals rely on to organize their office, manage clients, and prepare returns efficiently.
Built for Tax Professionals
A professional-grade platform designed for preparers and firms managing individual and business returns.
Secure Client Intake
Organized document collection and secure client workflows designed to protect sensitive tax information.
Multi-Client Management
Manage your client roster, return status, and communications from a single professional dashboard.
Reporting & Organization
Track returns, deadlines, and firm performance with structured reporting tools built for busy tax offices.
Professional Support
Access support resources designed for tax professionals using the platform in a real office environment.
E-File Ready
Prepare returns for electronic filing through a platform intended for authorized e-file providers.
BUILT FOR PEOPLE WHO PREPARE TAXES PROFESSIONALLY.
New & Growing Tax Preparers
If you are entering the tax preparation industry or expanding your client base, Streamline Pro offers a structured platform to organize your workflow from intake through filing.
Established Tax Offices & Firms
For offices managing a steady volume of returns, the platform provides tools to help organize client management and return preparation in one place.