Online Access To Software 24/7 Free Funded Automated-Referrals Platform 24/7 Online Support Unlimited Users Corporate Returns
SINGLE OFFICE
$999
Perfect Fit for Software Resellers Service Bureau Access to All Platforms Fully Integrated CRM(TSS) 24/7 Online Support Weekly Software Training
SERVICE BUREAU
$1,999
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 |
|---|---|---|
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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
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Integrated CRM |
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One-Tap Zoom Support |
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Comprehensive Reporting |
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Number Of Users |
Unlimited |
Unlimited |
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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 Loyalty Advance |
Minimum 50 Bank Products |
Minimum 50 Bank Products |
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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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Unlimited Software Licenses |
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Corporate Tax Software |
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Multi-Tier Software Access |
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Service Bureau Training |
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Service Bureau CRM |
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Frequently Asked Questions
Some of the concerns we answer
Below are some of the biggest concerns we frequently hear about from clients. Take a moment to review them and click on the issue that best resonates with your current tax business situation. Once you click on it, you'll see our approach to solving the problem.
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Is your Retention Slipping?
TaxShield offers all our partners a way to retain the majority of their clients by providing a Loyalty Advance Program to their taxpayer clients. This program starts in December, before anyone else is even open, ensuring your clients receive exceptional value and remain loyal to your services.
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Is your Growth stagnant?
TaxShield provides the most successful referral systems to help our clients grow their customer base. Our innovative solutions include an integrated CRM with tax software and referral funds for all owners, making the referral process efficient and streamlined. Encourage satisfied customers to bring in new clients, boosting your growth and ensuring sustainable business expansion.
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Are you Paying for EVERY software licnese?
If you own more than one office and are paying for each license separately, we can help you save a ton of money by purchasing our service bureau package. This package provides unlimited software licenses at no additional cost. Not only will you save on licensing fees, but we can also show you how to significantly increase your revenue through optimized operations and enhanced service offerings.
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What kind of support would help you scale?
We offer the most innovative support channels in the tax industry. We believe in solving problems as quickly as they arise, which is why we provide One-Tap Zoom support. When you have an issue or any questions, just jump in and talk to a representative—it's that easy! The link never changes, and support is always available. Additionally, we provide dedicated support to owners under our service bureau partners.
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.
