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 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 reliability of
a desktop application that runs locally on your computer, we have the perfect solution for you.
TAXSHIELD ONLINE
A Complete Online Solution
24/7 Access
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-built, 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 Software 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.
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! 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!
Direct Deposit
Up to $100
Text Notification
Paid on Acknowledgement
Learn More
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 relief of getting the help you need, when you need it!
Real-Time Support
Direct Access
Instant Connection
Personalized Assistance
Learn More
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 the CRM.
No App Download
Document Upload
Text Enabled
Integrated Tax Software
Learn More
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 send 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.
Mass Text
Text Notification
Text Automation
API integrations
Learn More
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.
Robust Reporting
Phone Routing
Track Each Call
Listen-in to all calls
Learn More
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.
Audio Included
Access In Seconds
All CRM Accounts
No Extra credentials
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 |
|
|
|
Mass Text Message |
|
|
|
Call Tracking |
|
|
|
Co-Branding |
|
|
|
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
Follow Us:
Ready to Get Started?
Your email address will not be published.
Required fields are marked *
Form Submitted Successfully