Smart Solution for Tax Preparers
Streamline tax season with a platform built for professionals. Cybix helps tax preparers organize client data, collect documents securely, and keep everything in one place β without the chaos of email threads or lost paperwork.
Add Clients in Seconds
Send a secure form link or upload taxpayer info manually. Whether itβs individuals or businesses, Cybix makes onboarding clients fast and easy.
Let Clients Upload Files Themselves
No more chasing documents. Clients can upload their W-2s, 1099s, IDs, and more through their own portal β organized automatically under each form and customer.
Review, Approve, and Organize
Every client record gives you full visibility. See who submitted files, sort by form type, and approve clients for processing β all in one screen.
Built-in Folders, Like Google Drive
Files are automatically sorted into folders per customer and form. No more hunting for the right attachments β itβs all neat and accessible
Everything You Need to Get Work Done
Explore the capabilities included in this solution β designed to simplify operations and help your team thrive.
Contact Module
Customer Hub
Store and manage your customer and business contacts with organized profiles and quick access to every interaction.
Notes Module
Productivity
Attach notes to clients, tasks, and more β ideal for storing insights, reminders, or important details in context.
Chat Module
Collaboration
Communicate quickly and efficiently with secure, integrated team messaging.
Billing Module
Finance
Simplify your invoicing and payments to keep your cash flow smooth and organized.
Quote Module
Sales
Create and send custom quotes in seconds, track approvals, and convert them to invoices effortlessly.
Task Module
Workflow
Organize your projects and tasks, collaborate with your team, and hit every deadline.
ClockEase
Productivity
Track time, monitor attendance, and keep your team on schedule with ease.
Phone Module
Communication
Stay connected with your customers using calls, voicemails, and text messages.
CRM Module
Sales
Manage customer relationships and sales pipelines with powerful, easy-to-use tools.
Tax Preparers
All-in-one solution with a dedicated Tax Module.
Prices exclude any applicable taxes.
Free Trial 14 days
| Feature | Tax Preparers | Contractor Solution | Landscapers Solution |
|---|---|---|---|
| Call Center Fee ($18) | β | β | β |
| Studio Flows Setup ($10) | β | β | β |
| 500 Bits Reload ($12) | β | β | β |
| 1000 Bits Reload ($22) | β | β | β |
| 5000 Bits Reload ($99) | β | β | β |
| 𧩠Additional Modules | |||
| Tasks Module ($10) | β | β | β |
| ClockEase ($10) | β | β | β |
| Fleet Hub ($20) | β | β | β |
| π Integrations | |||
| Bouncie ($10) | β | β | β |
Got Questions? Weβve Got Answers.
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Can I add both individuals and businesses as clients?
Yes! Cybix supports both taxpayers and business clients. You can manage them from one dashboard and sort them by type.
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Do my clients get access to a portal?
Yes β each taxpayer receives access to their own secure portal where they can upload tax forms and view their profile.
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Is file storage unlimited?
We offer generous file storage under each plan, with scalable options as your business grows.
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Can I manually upload files for a client?
Absolutely. You can upload documents on behalf of your clients, whether they email them, bring them in person, or text them to you.
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Is the system secure enough for SSNs and IDs?
Yes. Cybix uses secure encryption and follows best practices to store sensitive client data. Your files and folders are safe with us.
