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Tax Processors Plus Packages
Our package tiers offer powerful solutions to help grow your tax business and maximize your revenue. Increase your earnings with:
Done-For-You Software Setup
EFIN & PTIN Assistance
Branded Mobile Apps
Social Media & Client Management Tools
SB Quickstart with the Smart Growth System
The Professionals Package
Branded mobile app
$6,000 preseason advances at no cost to the taxpayer
Professional tax software for all 50 states
Each return reviewed
PTIN and EFIN registration support
Paperless office setup
Built-in CRM and client messaging tools
Tax preparer training
Year-round live support
English to Spanish translation
Electronic record storage
Muti-Office Branded Package
Includes everything in The Professionals Package, plus:
Two software licenses included
Free logo design
Service Bureau fee control
Office start-up loan assistance
Your logo added to software and materials
Software access for five prior years
Multi-office management
Advanced CRM tools for campaigns, referrals, and automation
Expanded marketing materials
Most Popular!
Branded Service Bureau
Includes everything in the Multi-Office Branded Package, plus:
Unlimited software license
Full access to CRM, automation, and appointment tools
Control over service fees expanded income buckets
Expanded branding options
Fully customized marketing and business materials
Smart Growth System Resources
Tech Support Center for your clients
1-on-1 Coaching Calls
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
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