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Make More Money In Taxes Without Preparing More Returns Yourself.
You already know how to make money preparing taxes. Now learn how the Service Bureau model can help you earn revenue from other preparers too.
Choose The Package That Fits Your Growth Plan
From professional tax software to branded Service Bureau support, Tax Processors Plus gives tax pros the tools to run stronger offices and build with more control.
Start With A Strong Tax Office Setup
A professional package for tax pros who want software, support, training, and tools to serve clients with more confidence.
- Professional tax software coverage
- Setup support for PTIN and EFIN needs
- Training, marketing tools, and live support
- Client communication and follow up tools
Put Your Brand In Front Of More Preparers
A branded option for tax pros who want to support multiple offices, control their presentation, and grow beyond one desk.
- Your business logo added to software and materials
- Service Bureau fee control
- Tools to run campaigns and ask for referrals
- Support for building a stronger tax brand
Build A Service Bureau With More Control
Built for tax pros who want to support other preparers, manage offices, and build a Service Bureau operation with backend support.
- Unlimited software use options
- Full control over pricing and service fees
- Tools for texting, emailing, booking, and follow up
- Branded support for your Service Bureau model
All In One Tax Pro Marketing Suite
Keep your tax office connected before, during, and after tax season with tools built for follow up, lead management, client communication, and business growth.
Conversational AI Support
Help your office respond faster with smart automation that can answer common questions and keep conversations moving.
- Instant responses for common client questions
- Smarter support without adding more manual work
- Better follow up during busy tax season
Social Media Management
Keep your tax office visible with tools that help you plan posts, stay active online, and keep your audience engaged.
- Build a stronger online presence
- Stay connected with clients and prospects
- Support your brand before and after tax season
Automation And Lead Management
Track leads, follow up faster, and keep more opportunities from slipping through the cracks.
- Capture and organize new prospects
- Automate reminders and follow ups
- Keep your pipeline moving with less manual work
Built For Tax Offices That Want More Control
Bring your communication, follow up, marketing, and lead management into one cleaner system built around tax business growth.
Powered By Strategic Partnerships
Tax Processors Plus connects tax professionals with trusted tools, banking product support, and technology partners that help offices operate with more confidence.
Bank Product Support
Give your office access to trusted refund transfer solutions that help support a smoother tax season experience.
Client Mobile Tools
Help clients securely submit documents, communicate with your office, and stay connected from their phone.
Software Products Built For Modern Tax Offices
Give your tax business the tools to manage clients, communicate faster, work online, and keep your operation moving with more control.
Keep More Leads, Clients, And Conversations Organized
Bring your client communication, lead follow up, reminders, and marketing tools into one cleaner system built around your tax office.
- Track leads and client activity
- Send reminders, emails, and text messages
- Manage follow up before and after tax season
- Support repeat business and better organization
Take Your Tax Office Online
TaxPlus Online gives tax pros a flexible, web based solution designed to help manage tax work from the office, home, or wherever business takes you.
- Web based tax office tools
- Access your work with more flexibility
- Support a modern tax preparation workflow
- Built for tax pros who want more control
Package Comparison
Compare the support behind each Tax Processors Plus package. Whether you are preparing returns, building your brand, or growing into a Service Bureau, this helps you see which setup fits where you want to go.
A strong foundation for professional tax offices.
This package gives tax pros the core software, client tools, support, and resources needed to run a cleaner, more organized tax business.
- Brandable mobile app
- Professional tax software for all 50 states
- Unlimited e-filing
- Bank product integration
- Secure document storage
- Pre-built email and SMS templates
- Social media post scheduling
- Basic lead management
- Branded client portal
- AI generated email and SMS campaigns
- Basic CRM functionality
- Live chat and email support
Best For Tax Pros Getting Organized
A strong starting point for preparers who want software, client communication, and support without trying to piece everything together alone.
Build your brand while supporting more preparers.
This option is built for tax pros ready to move beyond one office and begin putting their brand in front of more preparers and clients.
- Branded Tax Software with 2 licenses included
- Multi office management
- Integrated client invoicing
- Custom email and SMS automation
- Social media and campaign integration
- Drip campaigns and follow up automation
- Tax return review tools
- Priority customer support
- Custom branded client mobile app
Best For Growing Tax Brands
A smart next step for tax pros who want more control over their brand, their systems, and the way they support multiple offices or preparers.
For tax pros ready to build a true Service Bureau operation.
This package is designed for leaders who want to support preparers, manage fee opportunities, strengthen their brand, and build a larger operation with more backend support.
- Branded Tax Software with unlimited license options
- Additional income revenue buckets including software up charge, EFILE fee, and rebates
- Smart AI tools to enhance your marketing efforts
- Insights to help retain and grow your client base
- A dedicated account manager for personalized support
- Hands free marketing services to save you time
- Custom website and landing page design
- Enhanced branding options for automated marketing
Best For Service Bureau Leaders
Built for tax pros who want more than software. This is for those looking to support other preparers and build a stronger system around their Service Bureau.
Is Tax Processors Plus Right For Your Service Bureau?
Tax Processors Plus is built for tax pros who want more than basic software. We help you support preparers, manage offices, protect your brand, and build a stronger Service Bureau operation with the tools and support behind it.
Branded Tax Software
Give your preparers a professional software setup that keeps your brand in front of the people working with you.
Service Bureau Revenue
Build beyond your own desk by supporting other tax pros and offices through your Service Bureau structure.
Preparer Communication
Keep your network connected with tools for follow-up, updates, reminders, and ongoing communication.
Office Management
Manage preparers, offices, leads, workflows, and daily operations with a cleaner backend system.
Your Brand, Our Backend Support
Tax Processors Plus gives Service Bureau leaders the software, systems, and support needed to help other preparers work under a stronger, more organized setup.
Choose The Support Path That Fits Your Tax Business
Whether you are preparing returns, managing a tax office, or building a Service Bureau, Tax Processors Plus gives you the software, systems, and support to operate with more control.
Start With The Right Setup
Talk with our team about where you are now and what kind of tax business you are trying to build.
- Understand your current office needs
- Review software and support options
- Get pointed in the right direction
Compare TPP Packages
Explore package options built for tax pros who need software, support, and tools for growth.
- Professional tax software options
- CRM and automation tools
- Support for growth focused offices
Build Toward Service Bureau Growth
See how the right package can help you support preparers, manage offices, and build a stronger backend.
- Support other tax preparers
- Manage multiple office needs
- Keep your operation organized
Need Help Choosing?
Not sure which path fits your office? Reach out and we will help you understand what makes the most sense.
- Get help reviewing your options
- Ask questions before choosing
- Plan your next move with support
READY TO GET STARTED?
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