TaxShield Online

Anytime, Any Place, As Long As You're Connected.

TAXSHIELD DESKTOP

About TaxShield Online

The All-in-One Online Solution

Empower your tax preparation journey with TaxShield Online, the cutting-edge cloud-based professional tax software. Seamlessly accessible from any device with an internet connection, our platform liberates you to prepare returns effortlessly, no matter where your business ventures lead you. Elevate your tax management experience with convenience, efficiency, and the flexibility to thrive in today's dynamic business environment.

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Paperless Office
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Powerful Mobile Application
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Integrated CRM
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Compatable with PC/Windows & Mac
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Integrated CRM

Access your customer contacts with ease, automate your automated-referrals program, print checks and more.

All-Inclusive Software

Professional tax software built by and for tax preparers. Prepare 1040 federal, state tax returns.

Integrated Bank Products

Faster refunds and get paid sooner. We partner with most banks in the industry to make it easy.

Support

Virtual support and training available in both English and Spanish. No additional fees.

Why is Taxshield Online Different?

TaxShield provides one of the most user-friendly online tax software solutions avilable in the industry. Combined with our training and support team, it makes incredibly easy to grasp and train on. What sets our online platform apart, is its distinctive features, offering a seamless experience for users.

50k

ACTIVE SUBSCRIBERS

35+

INDUSTRY EXPERIENCE

25M+

LOYALTY ADVANCES

Remote Signatures

Facilitate the remote signing of essential documents effortlessly, from within every tax return.

Document Archive

Effortlessly retrieve all taxpayer documents digitally. Access documents online from anywhere.

Free Unlimited Filing

Experience the freedom of preparing and filing an unlimited number of tax returns with no restrictions.

Cloud Based

TaxShield Online lets you prepare and e-file individual tax returns online seamlessly, thanks to its user-friendly interface and intuitive menus.

Depreciation Module

TaxShield Online Depreciation Module easily streamlines asset entry, method selection, and expense transfer on returns.

Top-Tier Support

Exceptional virtual support, featuring integrated screen sharing for an enhanced techinical assistance experience, in both English & Spanish

TAXSHIELD Online

TAXSHIELD ONLINE

Manage Your Office from a Coffee Shop

Enhance your tax season experience with our advanced tax preparation software. Explore a range of tailored software packages designed to meet your specific business requirements. Take the first step towards a smoother tax season by reaching out to us today. Benefit from our dedicated support team, guiding you through every stage of your journey. Upgrade now for a seamless tax preparation experience.

With TaxShield Online's unlimited 1040 program, you have the freedom to manage your professional tax business from anywhere.

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Features of TaxShield Online

Every year we take hundreds of customer suggestions and work them into our software — because you know the needs of your community better than anyone else. Our job is to support your success.

FEATURE 1

Integrated Bank Products

Bank products, allow your clients to receive a chunk of their refund early. Our integrations enable your clients to subtract your tax preparation fees directly from their refund. This ensures that they won't have any upfront out-of-pocket expenses when filing with you.

FEATURE 2

Unlimited E-Files

Experience the freedom of preparing and filing an unlimited number of tax returns with your TaxShield Online software. Our pricing model eliminates per-return charges, allowing you to expand your business without constraints.

FEATURE 3

Bank Products up $7,000

Broaden your customer outreach by introducing the Refund Advance service, which is an effective solution, that ensures prompt financial assistance precisely when it's needed during the crucial tax filing period.

FEATURE 4

Integrated CRM

Included in the TaxShield Online Premium and Enterprise package, is a specialized CRM designed by EROs for EROs. Enjoy seamless integration for mass text messaging, call tracking, mobile link, and much more, all on one platform.

FEATURE 5

Mobile App

Our mobile application empowers you to expand your client base and streamline the tax return process, significantly reducing the time involved. Facilitating secure, and safe sharing of tax information, our app ensures a seamless exchange between you and your clients.

FEATURE 6

Loyalty Advances and Referrals

Transform your business by extending a loyalty program to all of your clients throughout December, offering up to $1,000 per client. Grow your business by incorporating a comprehensive automated-referrals platform, complete with funding and notifications, to foster growth and engagement.

REGISTER WITH US

How It Works

If growing your tax business is at the forefront of your goals for the next season, TaxShield Online was built just for you. Let's dive in and explore how you can make your purchase effortlessly.

Register

Register here by providing your name, phone, e-mail and other personal details

Talk to Sales Rep

Quick call with a TaxShield Sales Representative and a demo if needed.

Success

Complete your payment and receive your software license, typically on the same day.

REGISTER

EVERYTHING YOU NEED TO GROW YOUR BUSINESS

CRM Integrated Features

TaxShield was built on the idea: Run your entire tax business from your laptop with ease and efficiency, while increasing your volume every year. Based on the day to day needs of running a tax office, the TaxShield team was able to build this application. As most innovation’s occur, our CRM was built to answer a void in the industry.

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CRM

TaxShield was built on the idea that you can Run your entire tax business from your favorite coffee shop with ease, while increasing your volume every year. Based on the day to day needs of running a tax store, the TaxShield team was able to build this Application. As most innovation’s occur, TaxShield Software was built to answer a void in the industry.

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Document Scanner

TaxShield was built on the idea that you can Run your entire tax business from your favorite coffee shop with ease, while increasing your volume every year. Based on the day to day needs of running a tax store, the TaxShield team was able to build this Application. As most innovation’s occur, TSS was built to answer a void in the industry.

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Signing Pads

TaxShield was built on the idea that you can run your entire tax business from your favorite coffee shop with ease, while increasing your volume every year. Based on the day to day needs of running a tax store, the TaxShield team was able to build this Application. As most innovation’s occur, TaxShield Software was built to answer a void in the industry.

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Document Storage

TaxShield was built on the idea that you can Run your entire tax business from your favorite coffee shop with ease, while increasing your volume every year. Based on the day to day needs of running a tax store, the TaxShield team was able to build this Application. As most innovation’s occur, TSS was built to answer a void in the industry.

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E-Signature

TaxShield was built on the idea that you can Run your entire tax business from your favorite coffee shop with ease, while increasing your volume every year. Based on the day to day needs of running a tax store, the TaxShield team was able to build this Application. As most innovation’s occur, TSS was built to answer a void in the industry.

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Business Returns

TaxShield was built on the idea that you can Run your entire tax business from your favorite coffee shop with ease, while increasing your volume every year. Based on the day to day needs of running a tax store, the TaxShield team was able to build this Application. As most innovation’s occur, TSS was built to answer a void in the industry.

Book a Demo

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

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