Innovative Tax Solutions for Professionals

Streamline your workflow with our powerful tax software.

About TAXPREPBOSS SOFTWARE

Streamline Your Tax Office with Smart, Cloud-Based Software

TaxPrepBoss Tax Software is designed for tax preparers who want to save time, increase accuracy, and scale their business — without the stress. Whether you’re a solo preparer or running a multi-office operation, our tools help you work efficiently and professionally from anywhere.

100% Cloud-Based — Secure access from any device
Signature Capture & Document Upload Included
File Federal + All States Nationwide
Built-In Due Diligence Prompts for Compliance
Optional Audit & Identity Protection Add-Ons
Secure Bank Product Integration

*EFIN ACADEMY: Training for new and expanding EROs included with software purchase*

Who We Serve

BUILT TO SUPPORT EVERY STAGE OF YOUR TAX BUSINESS

Whether you're just starting out or managing multiple office locations, our software is adaptable to your unique business model

New Tax Preparers

Simple interface that supports learning and workflow development.

Established Offices

Improve efficiency, reduce turnaround time, and enhance service delivery

Multi-Location Firms

Centralized management tools for team oversight and return tracking.

COMPLETE SOFTWARE INTEREST FORM

FEATURES OVERVIEW

Cloud-Based Office Setup

Secure access from desktop, laptop, or mobile — no installation required.

Unlimited Technical Support

Expert support available throughout the tax season at no additional cost.

Client Portal & Digital Signatures

Collect tax documents and signatures electronically to streamline client intake.

Bank Product Integration

Offer refund transfers and support multiple bank product providers.

Compliance Support Tools

Built-in due diligence prompts help ensure accurate and compliant filings.

Add-On Protection Plans

Audit and identity protection programs available for client peace of mind and increased revenue per return.

EFIN Academy — Included with Your Software License

Every TaxPrepBoss Software License includes access to our EFIN Academy training program.

what's Included:

Understanding the EFIN process and requirements
Guidance on applying for and maintaining your EFIN
Office setup and workflow structure
Client intake and preparation procedures
Compliance and due diligence fundamentals
Scaling options for adding preparers or location

Contact Us

Questions or Comments?

We know that our clients have unique needs. Send us a message, and we will get back to you soon.

TAXPREPBOSS SOFTWARE

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