Client Status / Refund Status
The Client Status utility is used to check on the e-file status and bank product status for a taxpayer. You can...
Software Features
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Quick Estimate
The Keystone Tax Solutions program contains a module that allows you to quickly input basic information for a client to estimate a... -
401(k) Analysis
*This feature is only available in the 2015 and prior Tax Programs The 401(k) Analysis tool can be used to... -
Rehang Acknowledgements
Rehanging your acknowledgements is easier than ever. You can now do this inside of your program so that you do... -
Resetting the Admin Account Password
In the event that the Admin Account password and security question are forgotten or mis-entered, a temporary password can be... -
Password Expiration
Every 6 months you will be required to reset your password for security purposes. When this happens, you will get... -
Taxes to Go User Guide
Taxes to Go Mobile App allows your clients to get their taxes done easier than ever before. It’s as simple as... -
Signature Pad
Keystone Tax Solutions allow users who own a signature pad to capture the signatures of the preparer as well as... -
Schedule D – Other Menu
In addition to the information flowing from Forms 1099-B entered in the Schedule D menu in Keystone Tax Solutions Pro,... -
Personal Information Menu
Click on the links below for additional information on each menu item. Name & Address Menu Dependents & Qualifying Children...