Welcome to

TAXSHIELD SOFTWARE

As a prominent provider of professional tax software, our primary goal is to foster growth alongside our partners. 

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TAXSHIELD APPROACH

Let’s take a Look at
What We Have for You

TaxShield offers a range of software solutions tailored for tax professionals, rooted in our fundamental principles: Product excellence, streamlined Processes, and unwavering Value commitment.

01

Product

Our products are exceptionally unique and tailor-made for the tax industry. We are dedicated to continuous adaptation and innovation every year. Our unwavering focus on product excellence sets us apart in the industry

02

Process

We've perfected a streamlined process that our clients adore and rely on year after year. Whether you need support, training, or simply want advice, our seamless and efficient process ensures a hassle-free experience every time.

03

Value

We deliver unparalleled value in the tax industry. Our unique offering is directly tied to the growth of our customers in multitude of ways. We aren't merely a software company; we are genuine partners, dedicated to your success.

TaxShield Professional Tax Software

We offer two distinct software solutions to cater to your diverse tax preparation needs: TaxShield Online and TaxShield Desktop.
Whether you prefer the convenience of cloud-based software accessible from anywhere or the robustness of a desktop application that runs locally on your computer, we have the perfect solution for you.

TAXSHIELD ONLINE

A complete online solution
Access 24/7

Our web-based software package enables seamless preparation and e-filing of individual tax returns on multiple devices. Our tax software includes free federal and state electronic filing, comprehensive coverage of state and local taxes, and top-rated technical support.

Enjoy a custom integrated CRM with your tax software, featuring numerous unique tools tailored to grow your tax business.

TAXSHIELD DESKTOP

Professional Tax Software
Trusted since 1989

TaxShield Desktop stands out as the premier desktop professional tax software solution tailored for high-volume tax businesses in the industry. Crafted to cater to the demands of bustling tax offices dedicated to delivering swift and precise tax returns to their clients.

TaxShield has consistently proven itself as a trustworthy software solution, earning a reputation that endures to this day.

Our Features

We offer the most unique sets of features you'll find in the tax industry—and we really mean it!
Take a look for yourself.

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Loyalty Advances
We offer innovative and cutting-edge solutions to our customers. One such offering is our Loyalty Advance program, where we extend advances to your clients in December, just before Christmas. This loyalty initiative is designed to enhance your client retention by providing timely financial assistance during the loyalty season. Foster client satisfaction and gain referrals from happy clients, further expanding your customer base.
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B2B Loan
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Up to $1,000
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Loyalty Program
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Starts December 20th
Learn More
Holiday Advances
One Tap Zoom Support
Introducing our new Zoom support channels for both Sales and Support at Taxshield! Connect with us instantly and get all your questions answered in real time. Our dedicated team is here to assist you with any inquiries you have. Experience seamless communication and top-notch support by joining our Zoom channels today. Try it now and discover the ease of getting the help you need!
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Direct Access
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Real-Time Support
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Instant Connection
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Personalized Assistance
Learn More
Reseller Program
Mobile Link
Taxshield offers a highly distinctive method for remotely filing tax returns for your clients. The Mobile Link is more than just a mobile app; it's seamlessly integrated within your CRM, providing easy access. Create and send a link from your CRM account, eliminating the need for customers to download any additional applications or provide extra information. Once submitted, the tax return is automatically generated in your tax software and added to the Leads system in TSS (CRM).
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No App Download
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Text Enabled
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Document Upload
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Integrated Tax Software
Learn More
Mobile Link
Call Tracking
As part of our comprehensive packages, we provide call tracking services through TaxShield, offering access to versatile tracking numbers seamlessly integrated into your CRM system. This allows you to efficiently route calls to any phone or office in real-time. Enjoy the convenience of instant access to recorded inbound and outbound calls, Additionally, customize your greetings to enhance the callers experience.
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Robust Reporting
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Track Each Call
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Phone Routing
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Listen-in to all calls
Learn More
Call Tracking
Automated-Referrals
Utilize your current book of business to fuel growth this tax season with TaxShield! One of the best features we have in our portfolio, We offer you the industry's only integrated, funded automated-referrals platform. You choose the amount, we fund it! no spreadsheets or automated-referrals calls. Effortlessly send affiliate links to your clients. Simplify your tax season with TaxShield!
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Direct Deposit
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Up to $100
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Text Notification
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Paid On Acknowledgement
Learn More
Referral
Text Message
Streamlining client connections has never been more convenient! TaxShield introduces a unified platform for effortlessly managing your communication with all clients simultaneously. Easily dispatch mass text messages and engage in one-on-one conversations. Enjoy the convenience of automated initial text messages for birthdays and holidays, always keeping you in touch with your clients.
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Mass Text
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Text Automation
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Text Notification
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API integrations
Learn More
Text Message
Screen Share
We recognize the importance of having remote access to both your computers and your employees' computers at any given moment. TaxShield provides you with a seamless solution—simply request a screen share from anyone with CRM access, and upon approval, you're connected. There's no need for complex codes or additional authentication methods; the CRM serves as the authentication itself, streamlining the screen-sharing process for your convenience.
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Audio Included
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All CRM Accounts
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Access In Seconds
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No Extra credentials
Learn More
Credit Card Payment
Fluent protocol Fluent protocol
Loyalty Advances
We offer innovative and cutting-edge solutions to our customers. One such offering is our Loyalty Advance program, where we extend advances to your clients in December, just before Christmas. This loyalty initiative is designed to enhance your client retention by providing timely financial assistance during the loyalty season. Foster client satisfaction and gain referrals from happy clients, further expanding your customer base.
tick
B2B Loan
tick
Up to $1,000
tick
Loyalty Program
tick
Starts December 20th
Holiday Advances
Learn More
Solar share circle Solar share circle
Automated-Referrals
Utilize your current book of business to fuel growth this tax season with TaxShield! One of the best features we have in our portfolio, We offer you the industry's only integrated, funded automated-referrals platform. You choose the amount, we fund it! no spreadsheets or automated-referrals calls. Effortlessly send affiliate links to your clients. Simplify your tax season with TaxShield!
tick
Direct Deposit
tick
Up to $100
tick
Text Notification
tick
Paid on Acknowledgement
Referral
Learn More
Solar outgoing call Solar outgoing call
One Tap Zoom Support
Introducing our new Zoom support channels for both Sales and Support at Taxshield! Connect with us instantly and get all your questions answered in real time. Our dedicated team is here to assist you with any inquiries you have. Experience seamless communication and top-notch support by joining our Zoom channels today. Try it now and discover the ease of getting the help you need!
tick
Real-Time Support
tick
Direct Access
tick
Instant Connection
tick
Personalized Assistance
Reseller Program
Learn More
Mobile link Mobile link
Mobile Link
Taxshield offers a highly distinctive method for remotely filing tax returns for your clients. The Mobile Link is more than just a mobile app; it's seamlessly integrated within your CRM, providing easy access. Create and send a link from your CRM account, eliminating the need for customers to download any additional applications or provide extra information. Once submitted, the tax return is automatically generated in your tax software and added to the Leads system in TSS (CRM).
tick
No App Download
tick
Document Upload
tick
Text Enabled
tick
Integrated Tax Software
MOBILE LINK
Learn More
Tabler message dots Tabler message dots
Text Message
Streamlining client connections has never been more convenient! TaxShield introduces a unified platform for effortlessly managing your communication with all clients simultaneously. Easily dispatch mass text messages and engage in one-on-one conversations. Enjoy the convenience of automated initial text messages for birthdays and holidays, always keeping you in touch with your clients.
tick
Mass Text
tick
Text Notification
tick
Text Automation
tick
API integrations
Text Message
Learn More
Solar outgoing call Solar outgoing call
Call Tracking
As part of our comprehensive packages, we provide call tracking services through TaxShield, offering access to versatile tracking numbers seamlessly integrated into your CRM system. This allows you to efficiently route calls to any phone or office in real-time. Enjoy the convenience of instant access to recorded inbound and outbound calls, Additionally, customize your greetings to enhance the callers experience.
tick
Robust Reporting
tick
Phone Routing
tick
Track Each Call
tick
Listen-in to all calls
CALL TRACKING
Learn More
Solar card outline Solar card outline
Screen share
We recognize the importance of having remote access to both your computers and your employee's computers at any given moment. TaxShield provides you with a seamless solution—simply request a screen share from anyone with CRM access, and upon approval, you're connected. There's no need for complex codes or additional authentication methods; the CRM serves as the authentication itself, streamlining the screen-sharing process for your convenience.
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Audio Included
tick
Access In Seconds
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All CRM Accounts
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No Extra credentials
CREDIT CARD PAYMENT
Learn More

Have a detailed look

Please take a comprehensive look at the features included in each pricing package.

pricing-package
Features
PREMIUM

SINGLE OFFICE

$999

No Restrictions

ENTERPRISE

SERVICE BUREAU

$1,999

No Restrictions

1040 Software

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All States Included

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Online Access To Software 24/7

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Conversions From Other Tax
Programs

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Integrated CRM

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One-Tap Zoom Support

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Comprehensive Reporting

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Number Of Users

Unlimited

Unlimited

Unlimited E-Filing

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Mobile App

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E-Signature

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Mac Compatible

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Funded Loyalty Advance

Minimum 50 Bank Products

Minimum 50 Bank Products

Funded Referral Platform

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Training

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Onboarding

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Mass Text Message

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Call Tracking

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Co-Branding

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Unlimited Software Licenses

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Corporate Tax Software

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Multi-Tier Software Access

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Service Bureau Training

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Service Bureau CRM

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Testimonials

Here's what our clients say about us

Our customer representatives will assist you to understand what we offer for your business goals.

Schedule a meeting with our experts

Need a fast response, you can call us now!Or if you are an existing customer, you can open a ticket.

meeting-dots

Sales Inquiries

Associate Name
Link to Zoom Calendar

844.576.1040

Technical Support

Associate Name
Join our Live Zoom Support

844.576.1040

General Questions

Associate Name
Link to Zoom Calendar

844.576.1040

SOLUTIONS FOR YOUR OFFICE TYPE

Works with Single office, Multi-offices,
and Enterprise sized businesses.

Need a fast response? You can call us now!Let us show you how we can integrate with any sized established organization,help you see more customers, while processing their returns more efficiently!We have the technology, knowledge and experience to help you growyour tax office, no matter what stage you are at!

CONTACT-DETAILS

Get in Touch

Give us a call or drop by anytime, we endeavour to answer all enquiries
within 24 hours on business days. We will be happy to answer your questions.

Our address:
3625 Austin Peay Highway Memphis, TN 38128
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