Have access to advanced refunds, mobile app, unlimited e-filing, paperless office, bank integrations, real-time updates, robust support
From obtaining your PTIN and EFIN to setting up your branding, software, and office strategies, we've got you covered. Learn the A to Z of the tax return process, sales strategies, team building, and client relationship management.
Learn 10x marketing techniques to attract and retain clients, set up software, office strategies, and more.
Access our 7-figure mentorship program with 1-on-1 coaching and weekly accountability calls to elevate your tax business.
Learn proven strategies to expand your business services and enhance your client offerings. Maximize your growth potential and deliver exceptional value to your clients
We're here to assist you with any questions or issues you may have, ensuring that you always have the support you need.
Automatically preform error checks and calculations in real-time, ensuring accurate and error-free tax returns every time.
Access over 2,000 federal and state tax forms, schedules, worksheets, and more, all in one place in our form library.
Comprehensive audit support & access to audit representation to help you and your clients navigate any potential audit issues.
Automatically preform error checks and calculations in real-time, ensuring accurate and error-free tax returns every time.
Our built-in reporting tools allow you to generate custom reports for your clients, providing detailed insights into their tax returns.
We're here to assist you with any questions or issues you may have, ensuring that you always have the support you need.
Our cloud-based software allows you to prepare and file tax returns from any device, providing flexibility and convenience to both you and your customer.
Access over 2,000 federal and state tax forms, schedules, worksheets, and more, all in one place within our form library.
Make it as easy as possible for your customers to submit their paperwork with 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.
Our cloud-based software allows you to prepare and file tax returns from any device, providing flexibility and convenience to both you and your customer.
Access over 2,000 federal and state tax forms, schedules, worksheets, and more, all in one place within our form library.
Make it as easy as possible for your customers to submit their paperwork with 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.
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