What We Offer
Complete Checklist for Success
We provide you with a detailed checklist outlining everything you need to launch your tax preparation business. This includes all the essential software, hardware, and tools required to get started. From tax software to computers and filing systems, we cover every aspect to ensure you’re fully prepared.
Seamless Onboarding Process
Our team is dedicated to guiding you through the onboarding process with ease. From setting up your account to accessing our professional tax software, we make sure you’re fully equipped to use our platform. You’ll receive step-by-step instructions to ensure everything is ready to go, giving you the confidence to hit the ground running.
Access to Professional Tax Software
At the heart of your tax preparation business is our professional tax software. Designed for ease of use and efficiency, our software allows you to complete tax returns quickly and accurately. With features like auto-fill, multi-state return preparation, and real-time calculation results, your workflow will be faster and more precise, allowing you to serve your clients better.
Bank Products for Added Client Convenience
We provide you with a detailed checklist outlining everything you need to launch your tax preparation business. This includes all the essential software, hardware, and tools required to get started. From tax software to computers and filing systems, we cover every aspect to ensure you’re fully prepared.
Comprehensive Intake Sheets
To help you gather client information efficiently, we provide all the necessary intake sheets. These sheets are essential for capturing important details accurately, ensuring you complete tax returns smoothly and with minimal errors. By streamlining this process, you’ll improve both speed and accuracy in filing taxes.
Ongoing Training and Expert Support
We are committed to your long-term success, offering continuous training and support from our team of industry experts. Whether you’re new to tax preparation or need to sharpen your skills, our training sessions cover everything from using our software effectively to understanding the latest tax laws. Our expert support team is available whenever you need assistance.
Marketing and Branding Tools
Building your business is just as important as managing it. That’s why we offer a full suite of marketing and branding tools to help you grow your client base. From custom logos to professional flyers and promotional materials, we provide everything you need to create a strong brand presence and attract new clients.
Reliable Tech Support
We understand that technology issues can occur at any time, which is why our tech support team is always ready to assist. Whether you’re experiencing a software issue or need help navigating our platform, our team is available to provide prompt, reliable solutions to keep your business running smoothly.