Please take a comprehensive look at the features included in each pricing package.
Features |
![]() ENTRY LEVEL$49930+ Bank Products |
![]() PREMIUM$1,499No Restrictions |
![]() ENTERPRISE$2,999No Restrictions |
---|---|---|---|
1040 Software |
|
|
|
All States Included |
|
|
|
Online Access To Software 24/7 |
|
|
|
Conversions
From Other Tax
|
|
|
|
Integrated CRM |
|
|
|
Full Support |
|
|
|
Comprehensive Reporting |
|
|
|
Number Of Users |
Includes 10 Users |
Unlimited |
Unlimited |
Unlimited E-Filing |
|
|
|
Mobile App |
|
|
|
E-Signature |
|
|
|
Mac Compatible |
|
|
|
Funded Holiday Advance |
Minimum 30 Bank Products |
Minimum 30 Bank Products |
Minimum 30 Bank Products |
1040 Software |
|
|
|
Funded Referral Platform |
|
|
|
Training |
|
|
|
Onboarding |
|
|
|
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 |
|
||
|
BUY NOW | BUY NOW | BUY NOW |
Absolutely! TaxShield software offers year-round, full support to our tax professional partners. Our dedicated support team is available to assist with any software-related inquiries, technical issues, or tax-related questions. With TaxShield, you're not just getting software – you're gaining a reliable partner committed to your success.
No, you do not! TaxShield provides a comprehensive PTIN program tailored to support tax preparers like you in establishing their own businesses, eliminating the need to acquire an EFIN. We'll supply the EFIN for you and offer thorough training as well.
TaxShield software takes pride in offering extensive training to equip tax professionals with the expertise they need. Our training program covers every facet of our software, ensuring that you're proficient in utilizing its features to their fullest potential. From navigating the interface to understanding complex tax scenarios, our comprehensive training ensures you're well-prepared to confidently serve your clients. With TaxShield, you're not just getting a software solution – you're gaining the knowledge and skills needed to excel in your tax preparation endeavors.
TaxShield software takes pride in offering extensive training to equip tax professionals with the expertise they need. Our training program covers every facet of our software, ensuring that you're proficient in utilizing its features to their fullest potential. From navigating the interface to understanding complex tax scenarios, our comprehensive training ensures you're well-prepared to confidently serve your clients. With TaxShield, you're not just getting a software solution – you're gaining the knowledge and skills needed to excel in your tax preparation endeavors.
Across nearly all our packages, we offer an array of features that add substantial value. You can choose between our resilient online platform or the desktop version of TaxShield Software. What truly sets us apart is the integrated Customer Relationship Management (CRM) system we provide to all our partners. Our TaxShield Software Suite (TSS) CRM boasts five distinctive features: Holiday advances, a Referral system with funding, Call tracking, Mass text messaging, and a Mobile app link. These features collectively contribute to an enhanced and streamlined experience for our partners. Please visit the features page to learn more.
Need a fast response, you can call us now!Or if you are an existing customer, you can open a ticket.