Sigma Tax Pro

Spec sheet

Purpose

Sigma Tax Pro offers professional tax preparation software for tax preparers, accountants, and CPAs.Read 8 Oct 2026 · sigmataxpro.com

Audience

The 1040-SR is described as built for high-volume tax preparation businesses, including new EROs and growing tax offices.Read 8 Oct 2026 · sigmataxpro.com

Integrations

Sigma Tax Pro says its products are powered by software developers including Drake and TaxWise, and it offers bank products through partners.Read 8 Oct 2026 · sigmataxpro.com

Security

The 1040-TW web version says it uses an IRS-compliant system, and the 1040-SR web version lists secure SSL login and permission-based administration.Read 8 Oct 2026 · sigmataxpro.com

Support

Sigma says each software client has a dedicated account manager for tax preparation and software support throughout tax season.Read 8 Oct 2026 · sigmataxpro.com

Headquarters

955 NW 17th Ave #E, Delray Beach, FL 33445, United StatesRead 28 Sep 2026 · sigmataxpro.com

1040-SR tools

1040-SR includes return status and acknowledgment views, error solving, form-based input, automatic updates, and federal and state forms.Read 8 Oct 2026 · sigmataxpro.com

1040-TW tools

1040-TW includes hypothetical tax scenarios, diagnostics, instant calculations, and conversion software for most tax packages.Read 8 Oct 2026 · sigmataxpro.com

Bank products

Available refund options listed include direct deposit, in-office check printing, and prepaid VISA/MasterCard options.Read 8 Oct 2026 · sigmataxpro.com

Mobile app

The 1040-SR mobile app lets taxpayers start or update returns, upload documents, check return status, send messages, and sign remotely.Read 8 Oct 2026 · sigmataxpro.com

Mobile security

The mobile app page says it uses multi-factor authentication for document uploads and communications.Read 8 Oct 2026 · sigmataxpro.com

Notable limit

The 1040-TW page says business returns such as Forms 1120 or 1065 require the desktop version.Read 8 Oct 2026 · sigmataxpro.com

Software versions

The 1040-TW and 1040-SR are offered in desktop and web-based versions.Read 8 Oct 2026 · sigmataxpro.com

Tax forms

The company says its software covers Forms 1040, 1120, and 1065.Read 8 Oct 2026 · sigmataxpro.com

Trial/demo

The company provides desktop and web demos for its 1040-SR, 1040-TW, and 1040-DR products.Read 8 Oct 2026 · sigmataxpro.com

Plans and prices

Every Sigma Tax Pro plan and price →

Where Specifiction places it

• Small Business Tax Software#19 of 307.4