Complete Tax Office Solutions: From Software to Success Strategies
Drawing from nearly 20 years of industry success, we’ve developed a complete suite of tools to help you build, manage, and grow your tax practice efficiently
Mobile client portal
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Serve clients anywhere, anytime
- Custom-branded mobile app for your practice
- Secure document upload and storage
- Electronic signature capabilities
- Real-time client communication
- Available on iOS and Android
Digital office system
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Maximize efficiency, minimize costs
- Complete paperless office solution
- Secure document management
- Electronic filing system
- Digital signature collection
- Automated workflow management
Client communication hub
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Stay connected, build loyalty
- Automated appointment reminders
- Custom text messaging campaigns
- Client retention tools
- Seasonal marketing templates
- Personalized communication tracking
Business intelligence dashboard
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Make data-driven decisions
- Real-time performance tracking
- Revenue analytics
- Client retention metrics
- Growth trend analysis
- Custom reporting options
Multi-location management
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Scale your practice with confidence
- iCloud Based
- Centralized office management
- Real-time multi-location reporting
- Staff performance tracking
- Unified client database
- Standardized processes across locations
Brand development
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Build your professional identity
- Custom branding options
- Marketing material templates
- Social media assets
- Professional website solutions
- Business identity package
Client protection services
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Protect your clients, build trust
- Identity protection monitoring
- Credit monitoring services
- Cyber security measures
- Fraud prevention tools
- 24/7 client support
Software Plans
Software Only
$697
For professionals who already have a solid foundation and seek reliable tools, our Software Only package offers:
Software: Access to our cutting-edge tax software tailored for professionals.
Software Support: Benefit from ongoing assistance to ensure optimal software performance.
Software and Training
$997
Enhance your capabilities with our Software and Training package, featuring:
Software: Access to our professional-grade tax software.
Training Support: Receive comprehensive training to maximize the software's potential
KC Tax Software & Business Solutions
Business in a Box Academy
Our comprehensive Business in a Box/Academy package equips you with everything needed to establish and grow a successful tax business. This all-inclusive package includes:
$1,297
Mentorship: Receive personalized guidance from industry experts to navigate the complexities of the tax profession.
Tax Training: Gain in-depth knowledge through our extensive training programs, available both online and in-person.
In-Season Support: Participate in our "Tax Money Wake-Up Calls" for real-time assistance during tax season.
Software Support: Access dedicated support to ensure your tax software operates seamlessly.
Marketing Strategies: Learn effective marketing techniques to attract and retain clients.
Weekly Strategy Calls: Engage in regular discussions to refine your business approach and address challenges.
Software: Utilize our state-of-the-art tax software designed for efficiency and accuracy.
Add Ons
In-Season Support
$120/month or $400 for 4 months
Stay ahead during the busiest times with our In-Season Support package, which includes:
Daily Support Calls: Participate in 1-hour sessions addressing client challenges, software issues, and IRS updates.
Current PTIN to EFIN Package Options
Transition smoothly from PTIN to EFIN with our tailored packages:
Business in a Box/Academy: $697
Software Only: $297
Software and Training: $497
Built by Tax Professionals with Real-World Experience
- Built by active practitioners with real-world experience
- Tested and proven since 2005
- Comprehensive training included
- Ongoing technical support
- Regular updates and improvements
- Industry compliance focused
Ready to Transform Your Tax Practice?
Complete the form below to schedule a personalized demonstration tailored to your business needs.