NTO Software
NTO Software’s NTO Desktop is a form-based application for preparing individual and business tax returns.
What NTO Software is
NTO Software’s NTO Desktop is a form-based application for preparing individual and business tax returns. It supports 1040 forms and business returns including 1120, 1120-S, 1065, 1041, 706, 709, 990, and 5500, with federal and state e-filing and prior-year import. Supported entities include C corporations, S corporations, partnerships, trusts, estates, and nonprofits. The paperless workflow can capture e-signatures and store and deliver documents. A built-in reporting tool can create mailing lists, extract email addresses, and identify customers who have not returned. Refund transfer products from Refund Advantage, SBTPG, Refundo, and Republic Bank allow preparation fees to be paid from refunds, with disbursement by direct deposit, check, or debit card. NTO lists web and Windows platforms. The company, founded in 2000 and based in Greensboro, North Carolina, says it serves preparers through multi-office service bureaus.
Good
- Supports individual and business tax forms.
- Federal and state e-filing are supported.
- Imports prior-year information.
- Includes e-signature and document workflow tools.
- Refund disbursement offers three listed methods.
Watch out
- No free plan is listed.
- Available platforms are web and Windows.
Who it suits
It suits tax preparers and service bureaus handling individual and business returns, especially those needing entity return support, e-filing, and paperless document workflows. NTO also describes its services as serving businesses from individual preparers to multi-office operations.
Verdict
NTO Desktop brings individual and business return preparation, e-filing, document handling, and customer reporting into one offering. Its listed starting price and lack of a free plan are worth considering before selecting it.
Plans and prices
From NTO Software's own pricing page, checked 7 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Desktop | Priced on request | E-signature · Form Based · Paperless Office · Customer Retention |
The facts
Each one read from NTO Software's own pages, with the date it was checked.
What it does
- Bank products
- NTO lists Refund Advantage, SBTPG, Refundo, and Republic Bank as banking partners for refund transfer products.checked 7 Oct 2026
- Business forms
- The software supports business returns including forms 1120, 1120-S, 1065, 1041, 706, 709, 990, and 5500.checked 7 Oct 2026
- Compliance
- NTO states that its information systems maintain PCI compliance, renewed annually, and undergo routine vulnerability testing and internal audits.checked 7 Oct 2026
- Customer retention
- A built-in reporting tool can build mailing lists, extract email addresses, and identify customers who have not yet returned.checked 7 Oct 2026
- Individual and state returns
- The software provides access to 1040 forms and supports individual and business state tax returns.checked 7 Oct 2026
- Intended customers
- NTO says it serves businesses ranging from individual tax preparers to multi-office service bureaus.checked 7 Oct 2026
- Paperless workflow
- The desktop software supports capturing e-signatures and storing and delivering documents.checked 7 Oct 2026
- Product
- NTO Desktop is a form-based desktop application for preparing individual and corporate business tax returns.checked 7 Oct 2026
- Refund disbursement
- Bank products let customers pay tax preparation fees from their refund and offer disbursement by direct deposit, check, or debit card.checked 7 Oct 2026
- Security
- NTO says its desktop and web applications use technologies including firewalls, intrusion detection, encryption, access controls, auditing, and data obfuscation.checked 7 Oct 2026
- Support
- The company offers demos and lists support by phone at (844) 686-1040 and email at [email protected].checked 7 Oct 2026
The company
- Company background
- National Tax Office describes itself as a minority-owned company based in Greensboro, North Carolina, and says it has helped entrepreneurs start tax preparation businesses since 2013.checked 7 Oct 2026
- Founded
- 2000checked 28 Sep 2026
- Headquarters
- Greensboro, North Carolina, United Stateschecked 28 Sep 2026
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