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NTO Software

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What NTO Software is

NTO Desktop is a form-based application for preparing individual and corporate business tax returns. It supports 1040 individual forms and business returns including 1120, 1120-S, 1065, 1041, 706, 709, 990, and 5500. Supported entities include C corporations, S corporations, partnerships, trusts, estates, and nonprofits. Federal and state e-filing are available, along with prior-year import. A paperless workflow captures e-signatures and stores and delivers documents. Built-in reporting can create mailing lists, extract email addresses, and identify customers who have not returned. Refund transfer products are listed through Refund Advantage, SBTPG, Refundo, and Republic Bank, allowing preparation fees to be paid from refunds and disbursement by direct deposit, check, or debit card. NTO lists web and Windows platforms, security controls including encryption and access controls, and annual PCI compliance. Pricing is paid, from $599, with a listed Desktop plan on request.

Who it suits

NTO Desktop suits individual tax preparers and multi-office service bureaus handling individual, business, and entity returns. It is useful for practices needing federal and state e-filing with paperless workflows.

What it does well

  • Broad business entity support
  • Federal and state e-file
  • Prior-year import
  • E-signature and paperless workflow
  • Refund transfer options

What to know first

  • No free plan
  • Pricing starts from $599
  • Desktop plan lists price on request
  • Windows and web platforms only

Limits

There is no free plan. The Desktop plan is priced on request.

Plans

PlanBilled and limitsPrice
DesktopE-signature · Form Based · Paperless Office · Customer Retention$499

As nationaltaxoffice.com lists them, read 7 Oct 2026. The maker's own page has the final word.

Getting started

  1. Visit the NTO Desktop website.
  2. Request a demo from NTO.
  3. Choose the Desktop plan on request.
  4. Use the web or Windows application to prepare individual or business returns.
  5. Use prior-year import, e-signature capture and document storage and delivery as needed.
  6. Contact support by phone at (844) 686-1040 or email [email protected].

Verdict

NTO Desktop covers many individual, corporate, fiduciary, and nonprofit filing forms, with e-filing and paperless document handling. Its refund-transfer partnerships and retention reporting add operational tools for tax practices, while pricing is paid.

Questions

How much does NTO Desktop cost?

The Desktop plan is priced on request. NTO's pricing note also says pricing is from $599.

Is there a free plan?

No, NTO lists a paid pricing model and no free plan.

Which platforms does NTO Desktop support?

NTO lists web and Windows.

What returns and entities does it support?

It supports individual 1040 forms and business forms 1120, 1120-S, 1065, 1041, 706, 709, 990 and 5500. Supported entities include C corporations, S corporations, partnerships, trusts, estates and nonprofits.

Can NTO Desktop e-file state returns?

Yes. NTO supports federal and state e-file, along with individual and business state tax returns.

What support can buyers contact?

NTO offers demos and lists support by phone at (844) 686-1040 and email at [email protected].

Facts from NTO Software's own pages

Bank products
NTO lists Refund Advantage, SBTPG, Refundo, and Republic Bank as banking partners for refund transfer products. · nationaltaxoffice.com, 7 Oct 2026
Business forms
The software supports business returns including forms 1120, 1120-S, 1065, 1041, 706, 709, 990, and 5500. · nationaltaxoffice.com, 7 Oct 2026
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. · nationaltaxoffice.com, 7 Oct 2026
Compliance
NTO states that its information systems maintain PCI compliance, renewed annually, and undergo routine vulnerability testing and internal audits. · nationaltaxoffice.com, 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. · nationaltaxoffice.com, 7 Oct 2026
Founded
2000 · nationaltaxoffice.com, 28 Sept 2026
Headquarters
Greensboro, North Carolina, United States · nationaltaxoffice.com, 28 Sept 2026
Individual and state returns
The software provides access to 1040 forms and supports individual and business state tax returns. · nationaltaxoffice.com, 7 Oct 2026
Intended customers
NTO says it serves businesses ranging from individual tax preparers to multi-office service bureaus. · nationaltaxoffice.com, 7 Oct 2026
Paperless workflow
The desktop software supports capturing e-signatures and storing and delivering documents. · nationaltaxoffice.com, 7 Oct 2026
Product
NTO Desktop is a form-based desktop application for preparing individual and corporate business tax returns. · nationaltaxoffice.com, 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. · nationaltaxoffice.com, 7 Oct 2026
Security
NTO says its desktop and web applications use technologies including firewalls, intrusion detection, encryption, access controls, auditing, and data obfuscation. · nationaltaxoffice.com, 7 Oct 2026
Support
The company offers demos and lists support by phone at (844) 686-1040 and email at [email protected]. · nationaltaxoffice.com, 7 Oct 2026

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