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Payment Protect Tax Returns

1040Bridge becomes your complete payment gateway. ‘Payment Protected’ tax returns are locked until clients “pick up” and pay for their completed work on your portal. Automate Delivery, Payment, and Storage of tax returns and other documents. Integrates with Authorize.net and Sage Payment Solutions.Bridge to a Paperless Office.
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Complete Document Management

Next generation technology allows for easy storage and sharing of today’s digital documents. Don’t bury documents under a windows file tree. No need to remember, teach, or learn a complicated hierarchy of folders. TAG files based upon subjects. 1040Bridge is a client portal, file sharing solution, and Document Management System in an easy to use hosted platform. Bridge to a Paperless Office.
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Free 7216 Compliance Generator

Tackle the cumbersome 7216 Consent to Use and Consent to Disclose requirements with the ease. Automate and Organize all 7216 requirements and rules. Database driven 7216 Generator keeps you compliant with the IRS and your clients.Bridge to a Paperless Office.
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Tax Software Integration

No need to open any web browser. Assign a preparation fee, tag the file, and upload the document without leaving your tax preparation software. Works with most tax preparation software, including DRAKE, TAXWISE, TAXWORKS, LACERTE, ATX, and others.Bridge to a Paperless Office.
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A Client Portal Designed For Tax Advisors & their Clients.

Payment Protect Tax Returns. 7216 Compliance Generator.
Complete Customized Document Management System.
Document Retention Policy Manager. Secure Share Feature

Features You'll Love

Easy Set-Up
An intuitive online interview process automatically creates your 1040Bridge account tailored to your unique business. No IT experience necessary.

No More Weak File Trees
Files are organized and cross organized based upon related content. Metadata (tagging) based routing ensures your paperless office never "loses" a file in a crowded file tree structure. 1040Bridge shares client files easily and effortlessly.

7216 Compliance Generator
Generic forms do not pass IRS requirements. Stand alone free version or completely integrated. The 1040Bridge 7216 Compliance Generator Creates, Automates, Organizes, and Tracks 7216 responses and requests. Mandatory IRS language tailored exactly to your unique practice.
Integration and Ease of Use
A hosted platform that fully integrates with all major tax preparation software. Publish and upload finished tax returns without opening a browser or leaving your tax software. Intuitive User Experiences.
Payment Protect Completed Tax Returns
Patent pending technology payment protects tax return and other documents. Clients "pick-up" and pay for their completed work online at their convenience enabling you to spend more time on value added activities that grow your business.
American Institute of CPA certified SSAE 16 (SAS 70 II) Data Centers. 256 SSL Encryption. Audit Trails. Sarbanes-Oxley Compliance, Gramm-Leach-Bliley Compliance, PCI Compliance. State Breach of Privacy Laws. Federal Data Accountability and Trust Act. 1040Bridge delivers complete and absolute peace of mind.