Welcome to
TAXSHIELD SOFTWARE
As a prominent provider of professional tax software, our primary goal is to foster growth alongside our partners.
TAXSHIELD APPROACH
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 Products
Let's dive into the multitude of products offered by TaxShield; we'll
examine the comprehensive
set of features, functions, and benefits that each module brings to the
table
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
Let's explain the details of the formidable attiributes and advanced
functionalities
provided by TaxShield Software.
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.
B2B Loan
Up to $1,000
Loyalty Program
Starts December 20th
Learn More
Automated-Referrals
Utilize your current book of business to fuel growth this tax
season with TaxShield! 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!
Printed Referrals
Up to $100
Direct Deposit Payouts
Integrated Text Notification
Learn More
Mobile Link
TaxShield Software is proud to announce our newest product!
Loyalty Tax Advance’s in December, up to $500 for all your
clients! Advance’s are based on customer retention. All you need
to qualify for this product is at least 2 years of customer data.
Taxshield Software also gives you the power to process your own
tax advance using your own money, your own way, when you want,
where you want!
Up to $500 In December
Automated Collection
Set Criteria
Integrated Tax Software
Learn More
Call Tracking
TaxShield offers you the first fully-integrated
automated-referrals system with funding. Our advanced CRM not only
empowers you with a automated-referrals program but also grants
you control over its management and funding aspects. This season,
TaxShield commits to contributing every single dollar towards your
automated-referrals initiatives. You’ll be able set your own
automated-referrals amount and custom criteria.
Toll Free/Local Numbers
Track Each Call
Instance phone Routing
Listen-in to all incoming calls
Learn More
Text Message
We’ve created the perfect way to communicate with your clients.
You can choose to contact all of your clients at the same time or
perhaps just a one-on-one conversation.
Mass Text
One-on-one text portal
Dated Text messages
API integrations
Learn More
Screen share
Accept credit card payments for all your clients that want to pay
upfront. Easy to use and Stripe Verified.
User-Friendly Platform
Pay as you go
Invoice Creation
No Extra Equipment
Learn More
Have a detailed look
Please take a comprehensive look at the features included in each pricing package.
| Features |
SINGLE OFFICE$999No Restrictions |
SERVICE BUREAU$1,999No Restrictions |
|---|---|---|
|
1040 Software |
|
|
|
All States Included |
|
|
|
Online Access To Software 24/7 |
|
|
|
Conversions
From Other Tax
|
|
|
|
Integrated CRM |
|
|
|
One-Tap Zoom Support |
|
|
|
Comprehensive Reporting |
|
|
|
Number Of Users |
Unlimited |
Unlimited |
|
Unlimited E-Filing |
|
|
|
Mobile App |
|
|
|
E-Signature |
|
|
|
Mac Compatible |
|
|
|
Funded Loyalty Advance |
Minimum 50 Bank Products |
Minimum 50 Bank Products |
|
Funded Referral Platform |
|
|
|
Training |
|
|
|
Onboarding |
|
|
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Mass Text Message |
|
|
|
Call Tracking |
|
|
|
Co-Branding |
|
|
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Unlimited Software Licenses |
|
|
|
Corporate Tax Software |
|
|
|
Multi-Tier Software Access |
|
|
|
Service Bureau Training |
|
|
|
Service Bureau CRM |
|
|
|
|
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.
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
3625 Austin Peay Highway Memphis, TN 38128
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