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BUSINESS IN A BOX
DON'T JUST
PREPARE TAXES.
OWN THE BUSINESS.
You already know how to make the moves. Now build the business behind them. TAXSTRATA Business in a Box helps you put the pieces together — from your brand and technology to your systems, marketing and launch.
Tax Preparer → Business Owner → Brand → Team → Growth →
Tax Preparer → Business Owner → Brand → Team → Growth →
The Problem

SOFTWARE IS ONLY ONE PIECE OF
THE BUSINESS.

Starting a tax business means thinking about all of this —

Business Formation EIN EFIN Requirements PTIN Requirements Business Banking Professional Branding Website Business Email Phone System Client Intake Scheduling CRM Marketing Lead Generation Payment Processing Tax Software Bank-Product Enrollment Cybersecurity Data Protection Written Security Plan Client Communication Training Operating Procedures
i
THAT'S THE GAP. Business in a Box helps entrepreneurs establish the foundation they need to launch and operate a professional tax preparation business — under their own brand.
The Roadmap

From Idea To Tax Business

Build The Foundation
  • Business setup guidance
  • Tax industry startup checklist
  • Compliance + readiness guidance
  • Business infrastructure planning
01
02
Build The Brand
  • Business identity
  • Logo / brand direction
  • Professional website
  • Business email
  • Digital presence
Build The Technology
  • Professional tax software
  • CRM / client management
  • Lead capture / forms
  • Scheduling
  • Communication workflows
  • Automation
03
04
Build The Client Experience
  • Client intake process
  • Document collection
  • Appointment workflows
  • Follow-up systems
  • Review / referral workflows
Build The Marketing Engine
  • Marketing assets
  • Social media content
  • Lead magnets
  • Landing pages
  • Campaign templates
  • Client acquisition resources
05
06
Prepare To Launch
  • Implementation checklist
  • Workflow preparation
  • Training resources
  • Launch strategy
  • Tax season readiness

YOUR NAME ON THE BUSINESS. YOUR BRAND IN THE MARKET. YOUR CLIENTS IN YOUR SYSTEM.

Why spend another tax season helping build somebody else's brand when you can start building your own?

Packages

Pick Your Build

TAXSTRATA provides software, business-development resources, technology solutions and implementation assistance. Specific licensing, registration, EFIN, PTIN, banking, legal, tax and regulatory requirements remain subject to applicable government agencies, financial institutions, vendors and jurisdictional requirements.
THE INTELLIGENT TAX OPERATING SYSTEM
Professional tax software and business-building solutions for tax professionals who want to own their future.
● 1308 Cedar Dr.
LaMarque, TX 77568
☎ +1 346-598-3280
✉ [email protected]
Terms & Conditions
TAXSTRATA provides professional tax preparation software access, business-development resources, technology solutions and implementation assistance. Underlying tax software technology, bank products, and related services may be provided by third-party technology providers and financial institutions under their own terms, trademarks, and licensing agreements. Bank products are subject to provider terms, eligibility, enrollment and applicable fees. Specific licensing, registration, EFIN, PTIN, banking, legal, tax and regulatory requirements remain subject to applicable government agencies, financial institutions, vendors and jurisdictional requirements. Features vary by package.
© 2026 TAXSTRATA. All rights reserved.