The Best Professional Tax Software for New Tax Preparers

Are you new to the world of tax preparation? TaxSlayer Pro Web offers the flexibility and support needed to help you start and grow your tax business. Keep reading to find out why TaxSlayer Pro Web is the perfect software solution to get your business off the ground running! 

Work anywhere with cloud-based software

Many new tax professionals are choosing to forgo traditional office space when they start out — and for good reason. Working remotely can dramatically reduce overhead costs for your new business. Without the proper software, however, you’ll find it nearly impossible to start your tax practice.

Working without an office often means working from multiple locations. You may prepare returns at home but prefer to meet with clients elsewhere. With traditional desktop-based tax software, you would still be tied to one location. But with cloud-based tax software like Pro Web, your work will be as mobile as you are.

Whether you’re working from a home office, a co-working space, or your favorite coffee shop, Pro Web lets you work from any location, on any device.

Of course, if you do settle into a brick-and-mortar location eventually, ProWeb will transition seamlessly into your new office.

Keep growing your business with the ability to file unlimited 1040s

Some tax software may seem like a great deal at first, but the software company may bury you in additional fees later. One of the most common ways tax software companies tack on extra fees is with limited 1040 filing.

After you’ve reached a determined number of returns, you will be charged for each additional tax return you prepare. Essentially, they penalize you for growing your business, and that “great deal” cuts into your profits.

With TaxSlayer Pro Web you’ll never be charged more for growing your business. From your first client to your hundredth, Pro Web’s costs are transparent with no hidden fees — ever.

Level up your business with bank products

As a new business, you’ll be looking for ways to set yourself apart from the competition. If you choose a tax software that doesn’t integrate with bank products, you’ll limit your business before you even start.

Bank products, or refund transfers, let you serve your clients at no upfront cost to them. It’s convenient for them and a great marketing point for you!

Here’s how it works:

  • You prepare your client’s tax return and find that they are due a refund.
  • After you explain the process, your client elects to use the refund transfer process.
  • You start the refund transfer process directly from your bank product-enabled tax software.
  • The refund transfer bank automatically deducts your fee from your client’s refund and distributes payment to both of you.

Bank products are an ideal option for customers who can’t afford or don’t want to pay you upfront. Because the process is automatic, you won’t have to worry about late payments or cash flow issues — a win-win for you and your customers.

The Pro Web software integrates with several major refund transfer banks, helping you offer more to your customers.

Offer superb customer experience with the TaxesToGo mobile app

It’s a common sense rule of business: customers who had a great experience are more likely to return. If you provide great service, you can improve your client retention. In addition to accurate work and friendly customer service, you’ll want to offer your customers an easy, stress-free experience to keep them coming back year after year. With the TaxesToGo Mobile App, however, you can give them their easiest tax-filing experience yet.

The app eliminates the hassle of faxing documents and saves in-person meeting time, allowing you to chat directly with your clients in the app. Your customers can confirm their identity and send you their tax documents simply by snapping a few pictures. 

The app then sends their information directly to your Pro Web software, letting you prepare their return as quickly as possible.

Avoid headaches with unlimited customer support

You’re bound to face a few challenges as you start your new business but troubleshooting your software doesn’t have to be one of them. Like all TaxSlayer software, Pro Web’s customer support is unlimited and completely free.

Best of all, the wait time is less than 60 seconds in peak tax season, so you can spend your time building your business, not waiting on hold.

While choosing your software is a huge first step, we know it’s just part of starting a new tax practice. For more help, check out our Ultimate Guide to Starting a Tax Preparation Business.

Scroll to Top