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

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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.

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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.

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TaxShield Products

Let's dive into the multitude of products offered by TaxShield; well 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.

Upgrade to our Premium package for access to a full corporate business suite, allowing electronic filing for various federal and state forms

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.

TAXSHIELD TWO

A complete solution for
your tax needs

Boost your tax business with industry-leading software. Prepare and file U.S. tax returns swiftly, whether you're new or experienced, with our Virtual Tax Office. Maximize productivity and focus on growing your client base using our alterntative online solution.

Explore TaxShield Two extensive features by utilizing either forms mode or interview mode, Available Online 24/7

Our Features

Let's explain the details of the formidable attiributes and advanced functionalities
provided by TaxShield Software.

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Holiday Advances
We offer innovative and cutting-edge solutions to our customers. One such offering is our Holiday 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 holiday 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
Reseller Program
Our reseller program stands out from others in the industry. Unlike any other program, our reseller program offers a unique approach. With TaxShield, enrolling your clients is incredibly simple, and you have the flexibility to bundle all of TaxShield's features, allowing you to market it as your own solution. Additionally, we offer comprehensive training, seamless license delivery, and dedicated support to assist all your clients.
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TaxShield Features
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Enrolment System
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Co-branded CRM
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Training and Support
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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
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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
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Call Tracking
Referral
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 referral platform. You choose the amount, we fund it! no spreadsheets or referral 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
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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
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Holiday Advances
We offer innovative and cutting-edge solutions to our customers. One such offering is our Holiday 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 holiday 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
Holiday Advances
Learn More
Mobile link Mobile link
Mobile Link
TaxShield Software is proud to announce our newest product! Holiday 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!
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Up to $500 In December
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Automated Collection
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Set Criteria
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Integrated Tax Software
MOBILE LINK
Learn More
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Reseller Program
Our reseller program stands out from others in the industry. Unlike any other program, our reseller program offers a unique approach. With TaxShield, enrolling your clients is incredibly simple, and you have the flexibility to bundle all of TaxShield's features, allowing you to market it as your own solution.Additionally,we offer comprehensive training, seamless license delivery, and dedicated support to assist all your clients.
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TaxShield Features
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Co-branded CRM
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Enrolment System
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Training and Support
Reseller Program
Learn More
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Call Tracking
TaxShield offers you the first fully-integrated referral system with funding. Our advanced CRM not only empowers you with a referral program but also grants you control over its management and funding aspects. This season, TaxShield commits to contributing every single dollar towards your referral initiatives. You’ll be able set your own referral amount and custom criteria.
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Toll Free/Local Numbers
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Track Each Call
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Instance phone Routing
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Listen-in to all incoming calls
CALL TRACKING
Learn More
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Referral
Utilize your current book of business to fuel growth this tax season with TaxShield! We offer you the industry's only integrated, funded referral platform. You choose the amount, we fund it! no spreadsheets or referral calls. Effortlessly send affiliate links to your clients. Simplify your tax season with TaxShield!
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Printed Referrals
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Up to $100
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Direct Deposit Payouts
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Integrated Text Notification
Referral
Learn More
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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.
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Mass Text
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One-on-one text portal
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Dated Text messages
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API integrations
Text Message
Learn More
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Screen share
Accept credit card payments for all your clients that want to pay upfront. Easy to use and Stripe Verified.
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User-Friendly Platform
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Pay as you go
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Invoice Creation
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No Extra Equipment
CREDIT CARD PAYMENT
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Have a detailed look

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

pricing-package
Features
ENTRY LEVEL

ENTRY LEVEL

$499

30+ Bank Products

PREMIUM

PREMIUM

$1,499

No Restrictions

ENTERPRISE

ENTERPRISE

$2,999

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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Full Support

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Comprehensive Reporting

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Number Of Users

Includes 10 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 Holiday Advance

Minimum 30 Bank Products

Minimum 30 Bank Products

Minimum 30 Bank Products

1040 Software

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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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Corporate Tax Software

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Multi-Tier Software Access

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Social Media Ad Setup

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Google Ad Setup

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Service Bureau Training

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Service Bureau CRM

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BUY NOW BUY NOW BUY NOW

Testimonials

Let's listen to what our valued customers have to say.

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.

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Sales Inquiries

Associate Name
Link to Zoom Calendar

844.576.1040

Technical Support

Associate Name
Link to Zoom Calendar

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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