Tailored strategies. Measurable results
Smarter Tax Software. Stronger Business Growth.
Our powerful desktop and online tax software is built to streamline your workflow and accelerate your business growth.
Let’s take a look at what we have for you!
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.
Tax Professional Tax Software
We offer two distinct software solutions to cater to your diverse tax preparation needs: TaxPilot Online and TaxPilot 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.
Tax 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.
Tax Desktop
Professional Tax Software Trusted since 1989
TaxPilot 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.
TaxPilot 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.
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 time wasted. Effortlessly send affiliate links to your clients. Direct deposit all referrals payouts. Simplify the whole referral process and grow your business.
Direct Deposit Up to $100 Text Notification Paid On Acknowledgement
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 ease of getting the help you need!
✅ Direct Access
✅ Real-Time Support
✅ Instant Connection
✅ Personalized Assistance
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 TSS (CRM).
✅ No App Download
✅ Text Enabled
✅ Document Upload
✅ Integrated Tax Software
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 dispatch 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 Automation
✅ Text Notification
✅ API Integrations
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
✅ Track Each Call
✅ Phone Routing
✅ Listen-in to All Calls
Screen Share
We recognize the importance of having remote access to both your computers and your employees’ 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
✅ All CRM Accounts
✅ Access In Seconds
✅ No Extra Credentials
Have a detailed look
Please take a comprehensive look at the features included in each pricing package.
SINGLE OFFICE
$999
No Restrictions
✔️ 1040 Software
✔️ All States Included
✔️ Online Access To Software 24/7
✔️ Conversions From Other Tax Programs
✔️ Integrated CRM
✔️ One-Tap Zoom Support
✔️ Comprehensive Reporting
✔️ Unlimited Number Of Users
✔️ Unlimited E-Filing
✔️ Mobile App
✔️ E-Signature
✔️ Mac Compatible
✔️ Funded Loyalty Advance
✔️ 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
SERVICE BUREAU
$1,999
No Restrictions
✔️ 1040 Software
✔️ All States Included
✔️ Online Access To Software 24/7
✔️ Conversions From Other Tax Programs
✔️ Integrated CRM
✔️ One-Tap Zoom Support
✔️ Comprehensive Reporting
✔️ Unlimited Number Of Users
✔️ Unlimited E-Filing
✔️ Mobile App
✔️ E-Signature
✔️ Mac Compatible
✔️ Funded Loyalty Advance
✔️ 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
Contact us today to schedule a consultation and get expert tax support you can trust.
Ready to simplify your taxes?
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.
Address
Riverside Building, County Hall, South Bank, New York
info@example.com
Phone
+1 234 567 890
Ready to Get Started?
Your email address will not be published.
Required fields are marked *