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Custom Co-Branding Solutions for Tax Professionals
Snap and upload documents directly from the app.
Securely sign tax forms electronically.
Real-time messaging between clients and tax professionals.
Personalized with your branding for a professional touch.
Clients download your branded app from your branded link.
They snap photos of their tax documents and upload them securely.
Clients review and electronically sign their tax forms directly within the app.
Increase client trust with your own professional branding.
Seamlessly integrate our expertise with your brand.
Gain marketing materials and tools customized to your style.
Build credibility and authority in the tax preparation industry.
Select the plan that best fits your needs and seamlessly adapts to support your future growth!
Free Logo Design
$0 Service Bureau Fee
Additional Income Revenue Buckets (Software upcharge, E-file fee)
Branding with YOUR LOGO
Office Start-Up Loans
Discounted TaxPro Reply Subscription
Unlimited Software License
FREE TaxPro Reply Subscription
Service Bureau Fee Control (Expanded Income Revenue Buckets)
Expanded Branding Options to Sell Your Brand
An excellent choice for tax offices aiming to enhance client services by delivering a fully branded, professional tax software solution under their own name.
Tailored for service bureaus managing multiple tax preparers or offices, allowing you to provide co-branded tax software that reinforces your business's credibility and professionalism.
Independent Tax Preparers
A great fit for independent tax preparers who want to build their brand and offer clients a seamless, professional experience with custom-branded tax software.
Great for accounting firms that want to extend their service offerings to include tax preparation with co-branded software that integrates smoothly with their existing services.
Perfect for tax consultants looking to add value to their client offerings by delivering branded software solutions that simplify the tax process and keep their name top of mind.
Well-suited for financial advisors who want to provide their clients with tax preparation services under their own brand, adding another layer of value and trust.
Idea for multi-office tax practices needing consistent, branded software solutions across multiple locations, ensuring a cohesive and professional client experience.
Best for tax franchises looking to offer consistent, branded tax preparation software across all franchise locations, while maintaining a unified business identity.
A great option for payroll services companies that want to expand into tax preparation, offering a fully branded software solution to clients alongside their existing payroll services.
Every tax office is unique, which is why we’ve compiled answers to the most common questions.
Co-branding allows your tax office to use a personalized version of Tax Processors Plus software, featuring your own branding and identity. This helps maintain a professional image while leveraging powerful tax processing software. It gives your business an edge by offering proprietary solutions to your clients without the need for costly software development.
No, with co-branding, your clients will see your brand, not Tax Processors Plus. The software is fully branded under your business’s name and identity, ensuring your clients associate the service with your company, providing a seamless and professional experience.
You will receive full support from Tax Processors Plus, including comprehensive training and onboarding to ensure your staff is comfortable using the software. Additionally, you’ll have access to ongoing technical support and resources to help you handle any issues or questions that arise. The support is designed to ensure your co-branded software runs smoothly and helps your business succeed!
After signing up, the setup process is swift. You can have your fully branded software ready to go in a short time, usually 3-5 days, enabling you to provide a seamless experience for your clients without significant delays.
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.
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