to Earn Year-Round
Submit your tax returns to the IRS & state agencies quickly and securely using our electronic filing process.
With just a few clicks, produce detailed reports for clients that offer insights into their tax returns.
Easily track and oversee multiple locations, offices or preparers with just a click of a button.
to Earn Year-Round
Submit tax returns electronically to the IRS and state agencies, with a fast and secure e-filing process.
Generate in-depth reports for clients with just a few clicks, providing detailed insights into their tax returns.
Monitor and manage your multi locations with the simple click of a button to increase your efficiency.
All software packages are bundled with a "no-additional cost" learning portal that covers:
-Tax Software Training
-Operational Systems
-Tax-Preparer ReadinessMarketing and Recruiting & Client Growth Strategies, including FB/IG Funnels
-Vacation Vouchers
-Optional Add-On - 15 CE Hours of Basic IRS Tax Training (CE hours reported to the IRS)
If you choose to recruit tax preparers, each receives the Biz-in-a-Box (bundled with the software you resell). This sets you apart from competitors who solely sell software and provide a less comprehensive curriculum.
Tax Software 4 ProfessionalsPartners with leading bank products to make refund disbursement faster and more efficient, reducing delays and improving overall client experience.
Make paperwork a breeze for your customers! Get your very own branded mobile app that they can download and use to snap a photo of their documents, sign, and upload—all from their phone. It’s a time-saver for both you and your clients, making tax time smoother and less stressful!
All software packages are bundled with a $0 cost learning portal that covers Operational Systems, Tax-Preparer Readiness, Marketing & Client Growth Strategies, including FB/IG Funnels and Unlimited Vacation Vouchers.
Furthermore, if you elect to be your own Service Bureau, the Biz-in-a-Box is bundled with the software you resell. This enables you to differentiate yourself from competitors who solely sell software & offer a less comprehensive curriculum.
Tax Software 4 Professionals integrates with leading bank products to help you quickly and easily disburse refunds to clients, reducing wait times and improving client satisfaction.
Make it as easy as possible for your customers to submit their paperwork. With Tax Software 4 Professionals you’ll get a custom branded mobile app your customers can download. They’ll be able to snap a picture of their paperwork, sign and upload it directly from their mobile device saving both you and your customer valuable time.
Unleash the magic of Tax Software 4 Professionals! Dive into our awesome toolkit packed with powerful features to turbocharge your tax prep, level up your skills, and wow your clients with expert service.
Error Checking
Automatically preform error checks and calculations in real-time, ensuring accurate and error-free tax returns every time.
Forms & Schedules
Access over 2,000 federal and state tax forms, schedules, worksheets, and more, all in one place in our form library.
Audit Assistance
Comprehensive audit support & access to audit representation to help you and your clients navigate any potential audit issues.
Cloud Reporting
Easily manage and report on client data from anywhere, providing a streamlined workflow and improved efficiency.
Customizable Reports
Our built-in reporting tools allow you to generate custom reports for your clients, providing detailed insights into their tax returns.
Technical Support
We're here to assist you with any questions or issues you may have, ensuring that you always have the support you need.