DT Max Suite

The DT Max Suite now offers powerful data sharing, paperless processing, and online convenience to help you achieve a more productive and profitable practice. The integration of DT Max software and these new productivity solutions will streamline firm workflow, strengthen client ties, and help you maintain a competitive edge.

We are proud to offer DT Max users an integrated, full-featured document management and workflow system, designed specifically for tax and accounting professionals, that will reduce paper and allow you to exchange any type of file, including tax returns, with your client instantly and securely, making your website a client service destination 24/7.

DT Max
DT Max is powerful, reliable tax software designed specifically for professionals who want to increase profitability by serving more clients in less time.
Personal (T1), Corporate (T2) and Trust (T3) returns in a single software installation.

DT FormMax
DT FormMax quickly and easily creates forms, slips and summaries for clients of all types: individuals, corporations, partnerships and trusts. Now with Internet File Transfer.

DT FileCabinet
DT FileCabinet is a full featured paperless document management system that improves firm efficiency. Fully integrated with DT Max, DT FileCabinet creates a paperless environment that is easy to set up and to use; saving time and money and allowing tax returns and documents of any kind to be stored, retrieved, annotated and delivered to your client securely, in seconds!

DT Client Portal
DT Client Portal offers you and your clients an ultra-convenient way to securely access documents, finished returns, and other files, transfer data, and exchange information. With DT Client Portal, each client is assigned a private password protected portal. The client portal is a secure extension of your website and your firm, and gives your client 24/7 access to your services online.