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CRM & Marketing Suite
Engage your clients with automated text & email reminders, appointment scheduling, and marketing tools—all in one platform.
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TaxPlus ONLINE
Access cloud-based tax software with real-time updates, security, and flexibility from any device.
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DASHBOARD
Manage your tax business effortlessly with reporting, analytics, and essential integrations in one place.
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Launch your tax business with expert guidance, essential tools, and step-by-step resources to get started.
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Enhance your brand by co-branding with us—gain access to exclusive tools and professional support to grow your business.
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Pricing

Your Brand, Powered by

Our Technology

Showcase Your Brand
Boost Revenue Streams
Simplify Management
Service Bureau Support

See How It Works

• Your own custom-branded mobile app

• Up to $6,000 cash advances for clients at no cost to them

• Tax software for all 50 states

• Paperless setup to keep everything digital and organized

• Review every return to help you avoid mistakes

• Help with getting your PTIN and EFIN

• Year-round live support and a personal coach

• English-to-Spanish translation built in

• Full training on how to use the software

• Ready-to-use marketing plan and flyers

• Tools to text, email, and stay in touch with your clients

Upgrade Your Office

Everything in the Professionals Edition, plus:

• Free logo design for your business

• No service bureau fees

• Help getting loans to start or expand

• 5 software licenses included (add more later if needed)

• Use software for up to 5 previous tax years

• Manage more than one office under one account

• Make extra money with optional service fees

• Your brand/logo added to the software and materials

• Better tools to run campaigns and ask for referrals

• More custom marketing materials available to order

Explore This Package

Everything in the Small Business Edition, plus:

• Unlimited software use

• All-in-one system for texting, emailing, booking appointments, and follow-ups

• Full control over pricing and service fees

• Fully branded materials with your business name

• Option to start your own tax brand or franchise

Start Your Franchise

All-in-One Tax Pro Marketing Suite

Conversational AI

Stay One Step Ahead.

Deliver instant, intelligent customer support with AI-driven automation. Engage clients, answer FAQs, and streamline communication with smart chatbots that enhance customer satisfaction while saving you time.

Learn How It Works

Social Media Management

Keep your clients engaged and your business growing.

Boost your online presence with an all-in-one social media dashboard. Schedule posts, monitor engagement, and track performance effortlessly—allowing you to grow your audience and attract more clients with ease.

Get More Info Now

Automation & Lead Management

Embrace a smarter way to manage your business.

Turn prospects into loyal clients with powerful lead-tracking tools. Our system streamlines lead scoring, automates follow-ups, and provides easy-to-read analytics—helping you focus on the most promising opportunities while optimizing your workflow.

Discover the Advantage

SOFTWARE PRODUCTS

CRM & Marketing Suite

Get ready to streamline your tax game with our all-in-one marketing solution!

Build lasting relationships with tools designed to keep customers coming back for more.

Explore the Power

TaxPlus Online

Take your tax office global with our Pro Online tax solution. It's fast, flexible, and fully web-based!

Whether you're working from the beach or the office, control every detail of your business effortlessly.

Go Cloud. Stay Ahead.

Dashboard

Manage multiple offices, customize user logins, and create templates like a pro. Setup for total visibility and control.

Ready to own your empire?

Take Control Now

PACKAGE COMPARISON

Why Tax Offices Nationwide Swear by Tax Processors Plus

We don’t just deliver tools; we deliver success. With cutting-edge software, game-changing training, and all-star support, we’ve got your back every step of the way. Your goals? Our mission. Become a PLUS member today and see how far we can take your tax business.

The Professionals Package

Brandable Mobile App
Professional Tax Software, 50 states

Unlimited e-filing

Bank product integration

Secure document storage

Pre-built email & SMS templates

Social media post scheduling

Basic lead management

Branded client portal

AI-generated email & SMS campaigns

Basic CRM functionality

Live chat & email support

Multi-Office Branded Package (Most Popular)

Everything in Professionals Package PLUS:
Branded Tax Software With 5 License Included

Muti -Office Management
Integrated client invoicing

Custom email & SMS automation

Social media ad campaign integration

Drip campaigns & follow-up automation

Tax return review tools

Priority customer support

Custom-branded client mobile app

Branded Tax Franchise

Everything In Prior Packages PLUS:
Branded Tax Software With Unlimited License
Additional Income Revenue Buckets (Software up charge, EFILE fee, Rebates)
Smart AI tools to enhance your marketing efforts

Insights to help you 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

Empowering Success Through Strategic Partnerships

Is Tax Processors Plus Right for You?

If you're ready to streamline tax preparation, optimize client engagement, and grow your business with automation, we’ve got the perfect solution.

Powerful Tax Software – Process returns efficiently with cutting-edge tax software designed for individuals, businesses, and corporations.

Seamless Client Communication – Automate text and email reminders, send appointment confirmations, and nurture client relationships effortlessly.

Smart Lead Management – Track, capture, and convert more leads with built-in marketing automation, intelligent scoring, and follow-up tools.

Integrated Business Dashboard – Manage everything from tax filings to customer engagement, reporting, and workflow automation—all in one place.

We’re All About Real Connections

Our mission is simple: strong relationships drive exceptional results. We don’t just provide tools; we invest in you and your business to help you thrive. Your success is our priority, and we go the extra mile to make it happen.