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SERVICE BEREAU

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Grow your tax business with comprehensive, intuitive software designed for tax professionals, by tax professionals

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As Tax Professionals, we know good software is hard to come by. We have been in the tax industry since 2000 so believe us when we say, we've seen the good the bad and the glitchy. 

Our comprehensive, cutting-edge software will take you from tax preparer to tax professional in no time. This software is designed with you in mind. File your personal or corporate returns with ease using our intuitive, user-friendly, cloud-based software that you can access from any device with internet access.

 Tax preparation & filing
has never been better! 

With a 100% web-based platform you can be extremely dynamic and innovative with your business operations. We have built-in all the tools to ensure that you maintain control and visibility of your workforces activities regardless of where or when they are doing their work.

FEATURES

CLOUD-BASED

No installation,

configuration

or updates

TOP SUPPORT

Award-winning,

year-round, bilingual customer support

MOBILE

Work from any location on any internet accessible device 

Software

Web-Based

No software installation or updates

Free E-Filing

E-file unlimited returns at no cost

Unlimited 1040 Program

Unlimited 

All States

Service clients nationwide

Unlimited Technical Support

Live, quality support

Paperless Office Solution

Scan in documents, collect e-signatures and communicate through email directly in the software. Increase efficiency, decrease costs, and reduce liability.

Multiple Language Options

Switch from English to Spanish with one click

Brandable Mobile App

Add your business name and custom logo to the mobile application that allows clients to submit their basic tax information and files direct from app to software

Support

Training

Transition with no learning curve. Our training process was designed to eliminate any uncertainty. From tax novice to veteran, we've done our very best to remove all the guesswork.

Maintenence and

growth tools

Build and expand with tools integrated to help you manage your current clients and workload while helping you free up resources to grow your business.

Award-winning

customer service

Live customer support 

Security

Offer Identity Theft protection by our partner

Ease Of Use

Mobile Returns

use any tablet or smartphone with internet access to file 

Create Custom Shortcuts

Access important resources with a single click

Multi-Input Modes

Interview or form mode

E-file 4 differnet years with one login

hassle free 

Multi-Office Management Tools

Set up preparers and review and submit returns for your preparers if you choose

Web Check Prinitng and Reporting

Convenient 

IRS Audit Protection for taxpayers

Peace of mind for you & clients

BANKING PARTNERS

Each of our partners allows ample room and incentive for growth. Not only do they offer valuable products and services to your clients, but they also offer products that enable you to increase your bottom-line.

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Santa Barbara

TPG serves consumers nationwide with tax-related financial products and services that provide value, are fairly priced and satisfy consumer needs.

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Refundo

Bank products made easy. Helping tax professionals nationwide get paid the easy way.

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Refund Advantage

A program that enables you to customize your account in a variety of ways and earn the money you deserve. Our primary focus is the Independent ERO - providing options and solutions to help the tax season run smoother.

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Republic Bank

Committed to working with tax offices of the highest caliber, we want to ensure consumers are offered our tax products in a fair and responsible manner and that they are presented clear choices in making their decision.

$1,500

ONLY

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Purchase our comprehensive software today!