Tax transcripts at the click of a button.
Crafted to support the unique challenges faced by tax professionals, Tax On Demand (or TOD) saves time, increases efficiency, and mitigates risk.
Expedite access to tax transcripts to simplify client onboarding
Reduce portfolio & compliance risk by confirming receipt of tax filings
Monitor tax profile for changes to improve advice & tax planning
Make onboarding efficient & thorough
TOD expedites and simplifies onboarding by gathering all historic tax information quickly with a single client signature
- Eliminate labor-intensive data input and document aggregation
- Reduce the burden on new clients to supply all relevant tax information
- Uncover and understand the true scope of work based on IRS-verified findings
Enable proactive management
TOD supports proactive account management with ongoing tax profile monitoring and health reports to help you manage your portfolio effectively
- Customize alerts to monitor your client's tax profile
- Quickly identify and rapidly resolve unforeseen or unshared tax issues
- Expedite annual information gathering to reduce time-consuming tasks for personnel
Ready access for exceptional expertise
TOD helps tax professionals provide exceptional expertise with unparalleled easy, organized access to historic and real-time tax information
- Expand services to provide end-to-end expertise on tax filing execution and IRS resolution
- Readily identify opportunities for tax planning and risk mitigation with long-term financial visibility
- Access automatically organized historic and real-time tax filings in a single secure environment
Why Choose 
Reliable
Tax On Demand is the trusted ally to the #1 facilitator of SBA 7(a) loans by volume.
The stress-tested platform warehouses all tax data within a secure environment.
User Friendly
Easy to use with simple onboarding and 100% U.S.-based support.
TOD makes staying organized and on-top of client files simple, so your team can focus on what they do best.
Future Features
With continuous tool innovation, teams can quickly increase efficiency.
Features like API integrations, Smart Alerts, and Customized Reporting are underway.
Empower your organization today.
Tax On Demand enables a fundamental shift to proactive management, allowing your team to provide exceptionally informed services.
Connect with our team to learn how TOD can enhance your organization.
