YOUR TAX BUSINESS
YOUR BRAND.
YOUR FUTURE.
Professional tax software and business-building solutions designed to help tax professionals launch, operate, and grow their own tax preparation businesses.
POWERFUL SOFTWARE
BEHIND
YOUR TAX
BUSINESS
UNLIMITED 1040S
Prepare unlimited individual returns — federal and every state included.
E-FILE BUILT IN
Transmit federal and state returns directly. Fast acknowledgements.
BANK PRODUCTS
Integrated refund transfers — clients can pay fees from their refund.*
CLIENT PORTAL + MOBILE
Secure document collection from any device, anywhere.
DIGITAL SIGNATURES
Paperless signing workflow on eligible packages.*
PRIOR-YEAR TRANSFER
Carry client data forward. Start the season ahead.
DEPRECIATION TOOLS
Built-in asset and depreciation management.
CLIENT RETENTION
Keep your book of business engaged year-round.*
REPORTING
Know your numbers. Returns, revenue, performance.
MULTI-USER READY
Add preparers as you grow — on eligible packages.*
CLOUD ACCESS
Work from anywhere on cloud-enabled packages.*
PRO SUPPORT
Real technical support from people who know tax season.
NEED MORE THAN
SOFTWARE?
WE BUILD
THE BUSINESS TOO.
Starting a tax company involves more than purchasing tax software. From business setup and branding to technology, workflows, marketing resources and launch preparation — Business in a Box turns the idea of owning a tax business into an actionable business system.
BUILT FOR THE
NEXT
MOVE
NEW TAX PREPARERS
Get the technology and resources to begin building your tax business.
INDEPENDENT PREPARERS
Operate under your own brand and build your own client base.
EXISTING TAX BUSINESSES
Upgrade your technology and improve your client experience.
GROWING TAX OFFICES
Systems built to support more preparers, clients and locations.