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Click on a category below to view a list of our partners

PAYROLL

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ACCOUNTING

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BANKING

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EDUCATION

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MARKETING

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PAYMENT PROCESSING

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TAX
SOFTWARE

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BANK  PRODUCTS

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OFFICE EQUIPMENT

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FRANCHISING

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INSURANCE

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GOVERNMENT

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IT SOLUTIONS

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ASSOCIATIONS

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TAX
RESEARCH

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FINANCIAL SERVICES

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TAX
RESOLUTION

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PRACTICE MANAGEMENT

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Check out Latino Tax Pro's Preferred Providers

Preferred BANK Provider

Our primary focus at Refund Advantage is helping the independent tax professional take their business to the next level by increasing revenue and decreasing expenses, all while attracting and retaining customers!

Refund Advantage’s All-In-One approach to banking simplifies the tax refund payment process by offering consistently priced Refund Transfers, Taxpayer Advance Loans with no-cost options for the taxpayer and no in-season marketing fee option for EROs, and exceptional customer support in both English and Spanish. We don’t just stand by our tax offices, we walk with them every step of the way. Let Refund Advantage go the distance for you!

Contact us at: refund-advantage.com

Preferred TAX SOFTWARE Provider

Drake Software, a private company founded in 1977, provides software solutions to over 70,000 tax and accounting firms that file more than 40 million tax returns every year. Known for its award-winning customer service team, Drake is also consistently recognized for excellence in quality, value, and reliability. As part of its commitment to innovation and customer success, the company has continued to expand product offerings, integrations, and customer-service efforts—more than doubling its customers over the past decade.

Contact us at: drakesoftware.com

Preferred PAYMENT PROCESSING Provider

Since our start in 2009, we’ve made it our mission to empower independent tax professionals with the latest tools to attract and retain new clients while offering award-winning customer support from multiple call centers. Our reputable and user-friendly programs have made us an innovative leader with more than 35,000 tax offices enrolled in our systems this past year. Tax preparation is competitive, so the more options you have to attract and retain new customers and build your business, the better. We’ve made it our mission to give you – the independent tax professional – an edge in a crowded field while simplifying the refund process. We believe an educated customer–is an EPS customer. 

Contact us at: epstax.net

Preferred ACCOUNTING Provider

Xero is powerful cloud accounting software that improves efficiencies across your practice. With all client data stored on a single unified ledger, you and your clients can easily access and collaborate on the same set of books. Xero’s advisor tools and automation solutions reduce time-consuming manual tasks and put data entry on autopilot. Work faster and more efficiently than ever before with Xero.

Contact us at: xero.com

Preferred BANK PRODUCT Provider

MyTAXPrepOffice is a fast, accurate, and affordable tax preparation software with LOW BANK PRODUCT FEES. Working with our trusted financial partners is easy with bank product applications built right into the software allowing fast data entry and smooth data flow. Unlimited e-filing, a free client portal, and excellent customer support are just a few of the features included with every plan. Visit our Bank Product Savings Calculator to see how much you can save by switching to MyTAXPrepOffice.

Contact us at: mytaxprepoffice.com

Preferred PAYROLL & HR SERVICES Provider

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At ADP®, we’re designing better ways to work through cutting-edge products, premium services and exceptional experiences that enable accounting professionals and their clients to reach their full potential. HR, Talent, Benefits, Payroll and Compliance informed by data and designed for people.

Exclusive Member Benefits from ADP®
Our flexible partner program can help create new revenue streams while allowing you to offer valuable payroll & HR solutions to help differentiate your practice.

Contact us at: adp.com/latinotaxpro

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