Call us: 1-614-404-7082 | E-mail: [email protected]

Air Financial Partners, Inc

AirPTS 1040 Fusion Professional Tax Software

AirPTS 1040 Fusion Professional Tax Software

AirPTS 1040 Fusion Technical Details

AirPTS 1040 Fusion is backed by the industry's leading Fusion professional tax software solution for high-volume tax businesses. Built based on the needs of busy tax offices that specialize in providing their taxpayer clients with fast and accurate tax returns, AirPTS 1040 Fusion has been a trusted software solution since 2016.

With industry-leading tools such as Point-and-Shoot Error Correction™, exclusive TextLink™ integrated text messaging technology, and support for electronic signature pads and hand-held W-2 barcode scanners, AirPTS 1040 Fusion software users are able to process tax returns more quickly and accurately.

AirPTS 1040Fusion Benefits

  • Easy to use
  • Complete web based software
  • Desktop software (CD)
  • Direct input or interview input
  • Bank products
  • Free e-filing
  • Free customer support
  • Service Bureau setup
  • Features

    Client Manager
    Complete access manager to quickly and easily locate all information pertaining to your client's return, saving you valuable time. View

    • Personal details
    • Payment details
    • Preparer notes
    • Schedule appointments
    • Return details
    • History details
    • Return status
    • Letters

    Multi-User Preparer Manager
    Ability to add additional users to your tax office with tools to help customize and optimize your business. View

    • Each preparer has a unique account name and password.
    • Set privileges specific to each preparer such as e-file, bank, check printing, and reports.
    • Disable account access at anytime.

    E-File Manager
    Complete tracking system allows you to keep the most current status information during every stage of the e-file process. View status lists for:

    • All queued
    • All transmitted
    • All accepted
    • All rejected

    Reports
    Run your office more effectively by generating valuable reports throughout the tax season. With over 50 standard reports to choose from, you can customize them specifically to meet your needs!

    • Status and tracking
    • Yearly growth comparison
    • E-file
    • Revenue
    • Income
    • Bank

    Professional Correspondence

    Client Organizer
    The client organizer will help better serve your clients by providing them a simple question/answer worksheet that will prepare them for their scheduled appointment. Prior year tax information is pulled forward for existing clients.

    Labels
    Print professional mailing labels for your client letters and marketing material. Choose from many standard client status options to generate labels fast and efficiently.

    Customized/Standard Letters
    Choose from several pre-written letters or compose your own client letters. Upload the company logo to give your office a professional, polished look. View

    • Cover
    • Scheduling
    • Post-season
    • Pre-season
    • Privacy notice

    Time Management Tools

    EIN and Zip Code Database
    We understand how valuable your time is. These time saving auto-fill features will increase speed and accuracy to help run your tax office more efficiently!

    • EIN database stores employer identification numbers automatically upon entry.
    • Ability to customize your database anytime with an automatic add/delete option.
    • Zip code database allows quick entry of address information by auto-filling the city and state based on the zip code entered.

    Prior Year Import
    Seamlessly pull forward all existing client information from the prior year.

    • Choose between a standard or comprehensive rollover.
    • Depreciation is carried forward from year to year.
    • Save significant data entry time.

    Appointment Scheduler
    Manage and plan your time and your staff's time months in advance! View

    • Setup office hours and user availability
    • Manage days off and vacation time months in advance.
    • Schedule appointments for new and existing clients.
    • Create custom reports for specific days, months, years, etc.


    Go to top of page

    Offer Bank Products such as Refund Loans, Checks & Debit Card Dispersements

    We partner with tax industry banks that offer settlement products allowing you to secure your fees.

    Santa Barbara Bank And Trust Logo

    SBTPG | GreenDot | PreFund

    TPG offers quality financial products to the e-file industry that satisfy consumers’ needs, are priced fairly and provide true value. TPG is investing in relationships by providing tax pros with a program to help retain and grow business for years to come.

    Republic Bank And Trust Logo

    Republic Bank - Tax Refund Solutions

    Republic Bank will provide advance payment of 50% of your tax preparation fees on all acknowledged returns with a Refund Transfer at the beginning of filing season to help you make ends meet until IRS funding begins.

    Refund Advantage Logo

    Refund Advantage | Paper Return Fee Collect

    Refund Advantage Tax Refund Services was built with you- the independent ERO, in mind. Our goal is to help you remain competitive by giving you the tools, options and solutions you need to diversify your business and compete with the national chains.