Welcome to
TaxShield
Software

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

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

TaxShield Pro 1040

 

POWERFUL FEATURES

TaxShield
Pro 1040

 

TaxShield Pro 1040 is the all-inclusive solution for your professional tax preparation. With seamless bank product integration, expert technical support, Training and an integrated CRM, TaxShield empowers your tax preparation business. Whether it's form 1040 or 1120, our software equips you for success this season. Effortlessly collect fees from client refunds and even offer taxpayer cash advances with TaxShield's preferred bank product.

Online 24/7 access

Custom mobile APP

Corporate returns

E-Signature

What Makes us Different?
-
Answer is TSS! It’s included
With every Tax Software License!

Advance’s

 

TaxShield provides a truly distinctive range of advanced loan products within the industry. Collaborating closely with all the prominent banks, we extend pre-acknowledgment and post-acknowledgment loans to cater to your needs. Going beyond the conventional, we proudly present Holiday Advances for your valued customers, available from mid-December and offering up to $1,000. Moreover, we empower our partners with seasonal capital infusion, strategically aiding them in scaling their operations during peak periods.

Holiday Advances

Pre Season Loans

In Season Loans

Advance in April

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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.

Toll Free/Local Numbers

Instance Phone Routing

Track Each Call

Listen-in to all calls

Referral

 

Referral

 

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 custome criteria.

ACH Referral payouts

Referrer Text Notification

Referral Reporting

Set Referral amount

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Text Message

 

Elevate your client communication with TaxShield's innovative text messaging platform. Seamlessly interact with clients en masse or individually, whether for updates or personalized greetings like birthdays and holidays, all effortlessly included in your package. Strengthen engagement, save time, and show genuine care, ushering in a new era of efficient and personalized interaction to deepen client relationships.

Mass Text

One on One text

Text Templates

Text Automation

Credit Card Payment

 

Credit Card Payment

 

You now have the option to receive payments from your clients via credit cards. We can seamlessly integrate your portal with Stripe, ensuring that your well-earned funds are delivered to you without delay. The process is remarkably straightforward and user-friendly.

 

User Friendly Platform

Invoicing system

Accept all major credit cards

No extra Equipment

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SOLUTIONS FOR YOUR OFFICE TYPE

Works with single office, multi-offices,

and enterprise sized businesses.

Need fast responds? you can call us now!
Lets us show you how we can integrate with any size established organization
to help you see more costumers; while processing their returns more efficiently.
We have the technology and knowledge to help you grow
your tax office no matter what stage you are at.


TESTIMONIALS

What our customers say

"Client retention was one of my office's biggest threats. Since using TaxShield Software we've seen a dramatic improvement in the quality of our customer service and communication. Our return visits are up 14% year to date. It's not a coincidence; Taxshield made that happen."

"The time we have been able to save with Tax Shield Software is priceless, and their support is second to none! Never have I been able to get this level of direction and support."

"I was able to get the tools I needed to help take my tax office to the next level. From marketing to new tax clients while also learning how to sell my branded software; Taxshield showed me how to expand every step of the way."

Entry Level
99
$
  • 80% off Until October 2023
    Flat fee Per office
    A minimum of 10 Bank Products processed from the previous tax season in order to qualify.

  • Online Access to Software 24/7

  • Free Funded Referral Platform

  • 24/7 online support

  • 10 User Accounts

  • Free E- File

  • Premium
    Most Popular
    499
    $
  • The perfect fit for offices looking to grow their footprint.
    A minimum of 10 Bank Products processed from the previous tax season in order to qualify.

  • Online Access to Software 24/7

  • Free Funded Referral Platform

  • 24/7 online support

  • 10 User Accounts

  • Free E- File

  • Free Mobile App

  • Funded Holiday Advance

  • Free Mass Text Message

  • Free Call Tracking

  • Enterprise
    1,999
    $
  • Perfect fit for Software Resellers.
    No minimum Bank Product requirements. 80% off regular pricing on software licenses you sell (Only $99 per License).

  • Online Access to Software 24/7

  • Free Funded Referral Platform

  • 24/7 online support

  • 10 User Accounts

  • Free E- File

  • Free Mobile App

  • Funded Holiday Advance

  • Free Mass Text Message

  • Free Call Tracking

  • Free Website Build Out

  • Social media Ad setup

  • Google Ad setup

  • Service Bureau Training

  • Lead Management CRM

  • Free Corporate Tax Software

  • 1040 Software

  • All States included

  • Online Access to Software 24/7

  • Conversions from Other Tax Programs

  • Integrated CRM

  • Full Support

  • Comprehensive Reporting

  • Number of Users

  • Unlimited E-Filing

  • Mobile App

  • E-Signature

  • Mac Compatible

  • Funded Holiday Advance

  • Funded Referral Platform

  • Onboarding

  • Training

  • Mass Text Message

  • Call Tracking

  • Co-Branding

  • Corporate Tax Software

  • Multi-tier Software access

  • Social Media Ad Setup

  • Google Ad Setup

  • Service Bureau Training

  • Service Bureau CRM

  • Entry Level
    499


    30+ Bank Products


    $
  • Includes 10 Users

  • Minimum 30 bank products








  • Premium
    Most Popular
    1499


    No restrictions


    $
  • Unlimitted

  • Minimum 30 bank products






  • Enterprise
    1,999


    No restrictions


    $
  • Unlimitted

  • Minimum 30 bank products

  • Entry Level
    499


    30+ Bank Products


    $
  • 1040 Software

  • All States included

  • Online Access to Software 24/7

  • Conversions from Other Tax Programs

  • Integrated CRM

  • Full Support

  • Comprehensive Reporting

  • Number of Users

  • Unlimited E-Filing

  • Mobile App

  • E-Signature

  • Mac Compatible

  • Funded Holiday Advance

  • Funded Referral Platform

  • Onboarding

  • Training

  • Mass Text Message

  • Call Tracking

  • Premium
    Most Popular
    1499


    No restrictions


    $
  • 1040 Software

  • All States included

  • Online Access to Software 24/7

  • Conversions from Other Tax Programs

  • Integrated CRM

  • Full Support

  • Comprehensive Reporting

  • Number of Users

  • Unlimited E-Filing

  • Mobile App

  • E-Signature

  • Mac Compatible

  • Funded Holiday Advance

  • Funded Referral Platform

  • Onboarding

  • Training

  • Mass Text Message

  • Call Tracking

  • Co-Branding

  • Corporate Tax Software

  • Enterprise
    1,999


    No restrictions


    $
  • 1040 Software

  • All States included

  • Online Access to Software 24/7

  • Conversions from Other Tax Programs

  • Integrated CRM

  • Full Support

  • Comprehensive Reporting

  • Number of Users

  • Unlimited E-Filing

  • Mobile App

  • E-Signature

  • Mac Compatible

  • Funded Holiday Advance

  • Funded Referral Platform

  • Onboarding

  • Training

  • Mass Text Message

  • Call Tracking

  • Co-Branding

  • Corporate Tax Software

  • Multi-tier Software access

  • Social Media Ad Setup

  • Google Ad Setup

  • Service Bureau Training

  • Service Bureau CRM

  • Main TSS Logo-RGB-Lime Green-Transparent-1

    Schedule a meeting with our experts

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

    SALES INQUIRIES

    Sales Inquiries


    Associate  Name
    844.576.1040

    ICON-support-1

    Technical Support


    Associate  Name
    844.576.1040

    General-Question-

    General Question


    Associate  Name
    844.576.1040

    Get in Touch

     


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    Phone

    844.576.1040

    Email

    support@gettaxshield.com

    Main TSS Logo-RGB-Lime Green-Transparent
    Sales and Support

    Do you need help?

    Our customer representative helps you to understand what we offer for your business goals.