BUILT FOR TAX PROFESSIONALS
TAX SOFTWARE
PROFESSIONAL
Professional tax software, training, and support built to help tax professionals prepare returns, serve clients, and grow.
BUILT FOR TAX PROFESSIONALS
YOUR TAX SOFTWARE SHOULD
HELP YOU GROW.
Stop piecing together your tax business. Get the software, support,
and resources you need in one place.
Professional Tax Software
Prepare and manage client returns with professional-grade software.
Training & Onboarding
Get the guidance you need to start with confidence.
Reliable Support
Get help throughout setup and tax season.
Business Growth
Access resources designed to help you build beyond tax preparation.
Professional Tax Software
Prepare and manage client returns with professional-grade software.
Training & Onboarding
Get the guidance you need to start with confidence.
Reliable Support
Get help throughout setup and tax season.
Business Growth
Access resources designed to help you build beyond tax preparation.
You focus on your clients. We help power the business behind them.
CHOOSE YOUR PATH
TWO WAYS TO GROW YOUR TAX BUSINESS
Choose professional tax software for your office or explore a Service Bureau opportunity built for your next stage of growth.
1. Professional Tax Software
Professional tax preparation software for independent preparers
and growing tax offices.
Cloud-based Software
Paperless Client Tools
Real-time Reporting
Multi-office Management
Technical Support
Service Bureau Solutions
Provide tax software and support to other tax professionals while
building another revenue channel for your business.
Branded Tax Software
Service Bureau Training
Tax Office Onboarding
Business Growth Resources
Ongoing Support
SERVICE BUREAU OPPORTUNITY
WHAT IS A TAX BUREAU?
A Tax Service Bureau provides professional tax software and support to other tax professionals. Instead of only preparing returns, you can build a network of tax offices using your software platform and systems.
MORE THAN SOFTWARE
01 - Branded Tax Software
Provide a professional software experience connected to your business.
02 - Service Bureau Training
Learn how to structure, operate, and grow your Service Bureau.
03- Tax Office Onboarding
Build an organized process for bringing tax professionals into your network.
04 - Business Systems
Use workflows and processes designed to support growth.
05 - Training & Resources
Give your network access to educational and business tools.
06 - Dedicated Support
Create a structured support experience for your offices.
HOW THIS WORKS
GET STARTED IN 3 SIMPLE STEPS
01 — Choose Your
Solution
Select professional tax software or the Service Bureau path that fits your business.
02 — Complete Your Onboarding
Submit your business, software, and branding information so your setup can begin.
03 — Launch &
Grow
Access your software, systems, training, and support.
FEATURE SPOTLIGHT
BRANDED
Mobile App
Make document collection easier for your clients. Your branded mobile experience gives clients a convenient way to upload documents, complete required steps, and stay connected with your tax office.
WHAT TAX PROFESSIONALS SAY
BUILT FOR REAL TAX BUSINESSES.
"Before joining Tax Business in a Box, I had used two other software vendors. Switching was the best decision I have ever made! The transition was simple, and their support is first-class. I can't imagine going through tax season without them on my team!"
James
Houston, Texas
READY TO GET STARTED?
POWER YOUR NEXT
TAX SEASON.
Get the professional tax software, training, and support you need to build a stronger tax business.
Tax Software • Training • Support • Service Bureau Solutions
Professional tax software and Service Bureau solutions built for growing tax businesses.
Legal
Contact Us:
Email: [email protected]
Phone: +1 346-683-4343
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