Software Features:

Web-Based Software

Our web-based software solution offers exceptional flexibility for any business, regardless of its type, location count, or return count. It allows you to adopt or innovate new methods to run your operations.

Live Training & Webinars

Our extensive collection of training videos, practice returns, and additional resources empowers you to take charge of your learning experience. Dive in and master the material at your own pace, whenever and wherever you choose!

Customer Portal

Empower your customers to seamlessly submit their tax information through their mobile devices, allowing them to complete this task at their own convenience, whether at home, in the office, or on the go.

Give Your Business The Power Of The Cloud

Designed for beginners but powerful enough to tackle even the most complex tax returns with confidence.

  • Traditional Tax Office
  • Mobile Tax Office
  • Growing Tax Businesses
  • Multi-location Tax Businesses

Client Retention

Utilize our software’s reporting feature to streamline mailing list creation, extract client emails, and identify clients who are not returning during the season.

Paperless Office

In today’s digital age, establishing a paperless office is not just an option; it’s a necessity. Our software solutions are engineered to streamline signature capture and optimize document storage and delivery, ensuring your business operates efficiently and effectively.

Buy Our Software

Let us do the rest!

Industry-Standard Package

100% of revenue

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Software Mentorship package

70-80% of revenue
24/7 Tech support
Zoom meetings scaling your whole business

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Software 1 on 1 Mentorship Help Package

50/50 split Package
Tech support 24/7
Zoom meetings scaling your whole business.
One-on-one training support

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TRY A FREE DEMO