Adding accounting services to your existing tax practice is a great way to make money all year long. It also allows you to serve business owners and file more complex returns like corporations and partnerships.
Preferred Provider
Contact us at: drakesoftware.com
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: proconnect.intuit.com
Intuit Solutions for Tax Professionals: Whether you are new to tax or an experienced professional, we have products, people and solutions to help you & your clients thrive. Contact us to learn more about ProConnect’s ProSeries small business tax software.
Company Contact:
833-211-1074
844-877-9422
Contact us at: taxslayerpro.com
Accommodating tax preparation practices of all sizes, TaxSlayer Pro includes free, unlimited federal and state eFiling solutions, as well as local taxes. TaxSlayer Pro offers unlimited, year round support with every software purchase. No additional fees. We’re here for you.
Comapny Contact:
706-922-6741
Contact us at: mytaxprepoffice.com
Power your professional tax preparation business with functionality, accuracy, and ease, all for an affordable price. With no networking or downloads, our cloud-based technology allows you to prepare returns anywhere, at any time, on any device. Low bank product fees and bank enrollment applications are integrated into the program, allowing fast data entry and smooth data flow. Stay competitive by giving your clients a choice in how to receive their tax refunds.
Powerful productivity tools included with our plans:
· Unlimited tax preparation
· Free unlimited e-filing
· Federal and all states
· Integrated bank products
· Client portal with a personalized link
· Remote signatures
· Individual and business returns
· 1065, 1120, 1120S, 1041, 990, 706 & 709
· After-the-Fact Payroll
Company Contact:
307-414-1211
Contact us at: www.wolterskluwer.com
With over 100 years of combined tax and accounting compliance expertise, Wolters Kluwer focuses on the details that firms require to achieve workflow efficiency, accuracy, and profitability. Whether you prepare individual 1040, multi-state or complex business tax returns – we have a range of options to fit your business.
Contact us at: crosslinktax.com
Maker of the CrossLink™ Suite of professional tax software solutions, Petz Enterprises has been providing compliance solutions to the accounting and tax industry for more than 35 years. We strive to be a “high-touch” company known for our extremely high product and service standards with a focus on customer input that enables the development of unique, client-inspired innovations.
Company Contact:
415-617-1800
Contact us at: taxact.com
TaxAct®, founded in 1998, is a leading provider of affordable digital and download tax preparation solutions for individuals, business owners and tax professionals. Our flagship product, TaxAct, provides the highest degree of accuracy and is designed by in-house programmers and tax accountants. All forms are IRS and State approved.
Company Contact:
319-536-3571
prosales@taxact.com
319-731-2682
professional@taxactservice.com
Contact us at: protaxpro.com
Built for tax pros. Powered by trust. Independent since 1998. At ProTaxPro.com, we believe tax software should work for you—not the other way around. That’s why we keep it simple, reliable, and affordable, with straightforward processes, no hidden fees, and no nonsense. We’re one of the original IRS-approved cloud-based tax software providers, dedicated to helping tax professionals grow their practice since 1998.
Built and supported 100% in the USA. Our platform offers a full range of federal and state forms, always updated with the latest IRS rules. E-filing, document printing, secure uploads? All included at no extra cost—because that’s how it should be. And when you need help, our live U.S.-based support team is here—real people, ready to assist. Independent tax professionals deserve an independent software partner. That’s ProTaxPro.com.
Contact us at: taxwaresystems.com
Taxware Systems offers a full line of income tax prep software designed for tax preparers BY tax preparers. With over 45 years of experience, we’re the developers behind the software — no outsourcing, no DIY tools competing with your business. Our color-coded E-file tracker is a fan favorite, and we never charge for e-filing returns, prior years, or extensions on our unlimited package. Enjoy fast, personal support year-round, batch extension e-filing, low-cost bank product integrations, e-signature solutions, and affordable packages tailored to your needs.
Our Windows-based payroll software supports unlimited clients with top-tier speed, security, and performance. Plus, our standalone tool, TaxComm.com, offers secure messaging, file exchange, e-signatures, and remote communication — compatible with any tax software.
Company Contact:
Salvador Valdez
sales@taxwaresystems.com
909-931-3131
Contact us at: oltpro.com
OLTPRO Professional Tax Software is designed to maximize your bottom line by offering comprehensive, affordable, and reliable tax software for any size tax office. OLTPRO provides an all-inclusive tax software that includes:
1040, 1040NR, 1041, 1065, 1120, 1120S, 2290, 5500, 706, 709, 720, 990, 8849 and All States! Electronic filing and customer support are always free!
Benefits include:
• Desktop (CD) or Web-Based (integrated software)
• Direct mode and interview mode
• Integrated bank products
• Network capabilities (CD version)
• Multi-user manager
• Document manager
• Taxpayer Portal/Mobile App
• Electronic signature
• Multi-Office Manager
• Cobranding options
Company Contact:
Dawn Miller
dawnm@olt.com
Contact us at: executivetaxsoftware.com
Executive Tax Software is a one stop shop for all of your tax needs and services. We provide the leading software and technology for all tax professionals, training, and help you start your very own tax business. Executive Tax Software provides comprehensive training of the basic fundamentals of tax preparation along with extensive training on the software that we will provide for you once you are ready to open your own office.With Executive Tax Software you will make no mistake. While other companies want to make money from you, we want YOU to make money! Your success is our success!
Company Contact:
rafinancialgroup@gmail.com
305-985-1010
Contact us
at: store.tax.thomsonreuters.com
Relied on for over 50 years, Quickfinder continues to be the leading quick reference provider for tax professionals, combining high quality content with years of editorial expertise to ensure the answers you need are right at your fingertips. Designed and written by working tax professionals, Quickfinder delivers accurate and useful answers in a down-to-earth, concise format with a sense of humor that is as unique as your clients. Tax questions aren’t one size fits all, and your clients have a lot of them. Thats why we offer a full range of resources to give you the answers. From quick tax rate look ups to the rate of depreciation of your clients Winnebago, Quickfinder has you covered. No matter the tax question, we’ve heard it all before. If it’s out there, it’s in here.
Company Contact:
Christie D'Angelo
christie.dangelo@thomsonreuters.com
503-809-6992
Contact us at: tax.thomsonreuters.com
At Thomson Reuters, we deliver best-in-class content, specialized technology, and deep domain expertise to advance complex arenas of business, including legal, tax, accounting, risk and fraud. Our team is 24,000 strong across 70+ countries and includes the world’s most global news service, Reuters. Together, we serve as partners for mission-driven professionals across every size and breed of organization, providing trust and confidence in an ever-evolving world. With proven brands like UltraTax CS, GoSystem Tax RS, SurePrep and Checkpoint, you get the intelligence, technology, and human expertise you need no matter where you’re doing business. For more information, visit tax.tr.com.
Company Contact:
Christie D'Angelo
christie.dangelo@thomsonreuters.com
503-809-6992
Contact us at: taxmaverick.com
Tax Maverick, built by tax professionals for tax professionals, changes everything about our industry. Our software is intuitive and user-friendly and simplifies tax advisory. By streamlining client management and tax strategy implementation, Tax Maverick makes it easy to triple your revenue without burnout. Deliver exceptional value by offering expanded services and become the go-to advisor your clients need. Start your free trial today.
Company Contact:
Ruth Creado
support@taxmaverick.com
(956) 300-4082
Contact us at: www.aztecataxsystems.com
Azteca Tax Systems (ATS), serving tax offices since 2006, offers comprehensive tech and tax preparation support. Their expert team assists with everything from networking and software installation to printer setup and billing. ATS prioritizes dedication, professionalism, and smooth operations, especially during peak season. They provide training on all ATS software tools—like the “Point to Click Error” and paperless features—to streamline workflow. ATS also offers courses to help tax preparers stay licensed and IRS-compliant. With one-on-one training and easy onboarding, ATS is a great fit for any tax preparation business aiming to grow and succeed.
Company Contact:
Sales@aztecataxsystems.com
714-363-0006
Contact us at: smartwiz.io
The impossible made possible, where taxes are filed in ONE MINUTE with ONE CLICK—a game-changing innovation never done before! SmartWiz is transforming the tax industry with its AI-powered tax prep assistant, automating the entire process for tax professionals. Simply upload client documents, let the system organize them, and file returns seamlessly—all in a single click. No more tedious data entry, manual sorting, or wasted hours. With unmatched efficiency, accuracy, and speed, SmartWiz is the future of tax preparation, empowering tax pros to scale their business like never before.
Company Contact:
Justin Robinson
jrobinson@smartwiz.io
855-669-8728
or
Steve Smith
Steve@nLyncemail.com
(251)802-0446