Close More Clients. File More Returns. Scale Your Tax Business for the New Year.

All-in-one cloud tax software, training, marketing, and mentorship built specifically for tax professionals who want growth — not just software.

Start tax season with the systems, support, and strategy already in place.

Built for Tax Professionals Ready

to Grow

If you are a tax preparer, ERO, or firm owner who wants to increase revenue, attract better clients, and operate like a real business — this platform was built for you.

New tax preparer ready to launch the right way

Existing tax pro tired of outdated software and zero support

Growing tax office needing systems, marketing, and a team

Preparers who want to be compliant, confident, and profitable

Everything You Need to Run and Scale a

Real Tax Business

Professional Cloud Tax Software

  • Secure cloud-based access from anywhere

  • Mobile app + secure client portal

  • Co-branded with your logo (OLT only)

  • Full technical support included

IRS CE Continuing Education & Training

  • IRS CE continuing education courses

  • Software training (self-paced + live Zoom)

  • Step-by-step guidance so you’re never lost

The Tax Pro Marketing Playbook

This isn’t random posting — this is a real marketing system.

Module 1:

Marketing Foundation

  • Business name creation

  • Logo & brand identity

  • Website domain setup

  • Professional email setup

  • Social media business pages

  • Google My Business setup

Module 2:

Marketing Tools & Resources

  • Done-for-you templates

  • Tax Nitro all-in-one CRM

  • Proven offers & incentives

  • Free tools to grow your client base

Marketing Strategies That Actually Work

Fast prospecting methods

List-building systems

Facebook group prospecting

Referral programs for massive growth

Social media growth strategies

Facebook ad campaign training

Tax Pro Mastery Mentorship

Stop guessing. Start building like a CEO.

Build Offers That Convert

  • Irresistible offer creation

  • Packaging & pricing strategies

  • Ideal client clarity

Recruitment & Team Building

  • Hiring tax preparers

  • Job posting templates

  • Application forms

  • Interview & hiring process

  • Fee splits, milestones & incentives

Onboarding Systems

  • Preparer onboarding checklist

  • Agreements & templates

  • Welcome email templates

  • Client & preparer intake forms

The Tax Prep Success Blueprint

  • Facebook & Instagram ads that convert

  • Bulletproof list-building system

  • Fast action prospecting methods

  • 10X referral strategy

  • Ultimate referral promotion guide

  • Irresistible tax office offers

Tax Return Team Training Exercises

Mastering Schedule C

One of the most profitable skills you can master.

  • Schedule C fundamentals

  • Income & expense reconstruction

  • Depreciation strategies

  • Due diligence best practices

  • Knowledge checks

Integrity Tax University — $497 Add-On

Advanced compliance, operations, retention, and scaling for

6–7 figure offices.

Enroll Now & Receive

1 Month of Social Media Management

( Free Social Media Setup )

Up to 2 platforms

15 branded posts

Start the year visible, consistent, and professional.

Start the New Tax Year with Confidence, Systems, and Support

Don’t wait for tax season chaos. The most successful tax pros prepare early.

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