Professional Tax software
Powerful Marketing system
Let's Grow Your virtual tax office!
Unlimited software licenses, keep 100% of your profits, earn bank product rebates.
Is TaxBrand Systems right for you?
*This is for professional tax preparers that have an EFIN, that are looking for a professional tax software, to receive real marketing strategies that work, to receive expert guidance and solutions on growing your team and your practice with no nonsense.
Discover How We Help Your Practice Thrive—With Zero Disruption to Your Workflow.
Unlock cost savings, attract more clients, and earn practice rebates—all in one tax software system.
Why switch to TaxBrand Sytems?
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Effortless Cost Savings by keeping 100% of your prep fees
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Grow Your Client Base with Smart Marketing
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Boost Your Bottom Line with Rebate Programs-depending on bank product usage
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TaxBrand Sytems is designed to deliver genuine value with no pressure and no commitments required.
It’s a streamlined way to keep 100% prep fees, gain clients—without disrupting your day-to-day operations.
Create a FREE Account
Get TaxWise or TaxSlayer Software. Apply Today.
(Free with TPG or Refund Advantage bank product use )
Are you ready for growth?
TaxBrand Systems is for serious tax preparers that are looking to have a system that not only includes a professional
grade software, but also help grow your practice with No fluff. No hype. No hidden motives.
TaxBrand Pro software was built for tax professionals that file both simple and complex tax returns. The tech support
you receive is second to none.
The total solution for both powerful tax software and an in house marketing team go hand in hand where we provide growth, branding and support. It is for solo or tax offices large or small with unlimited licensing for you and your team.
We offer market share with bank rebates for the ERO for Bank products use.
(If you have a PTIN but do not want to obtain an EFIN, our PTIN Connect program can introduce you to EFIN holders who may allow you to work under their EFIN. We only make the introduction — any further discussion or arrangement is strictly between you and the EFIN holder.)
We have zero hype, zero empty promises of "mentoring" which is oftentimes just spoken loosely to get you to join.
We do not bash other companies but instead we spend our time and energy building your team. We like to consider ourselves "teammates" where we work together for one common goal.
Elevate your tax preparation capabilities and maximize your efficiency with TaxBrand Systems advanced systems.
Bilingual Support
Serve a wider client base with over 60 tax forms and schedules available in Spanish. On-screen help and printed copies are offered in your client’s preferred language. Bilingual product support ensures your team always gets the help it needs.
Virtual Tax Office Solutions
Run your tax business from anywhere with our cloud-based platform powered by TaxBrand Systems. Includes:
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Document storage
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Secure client portal
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Mobile app access
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Integrated eSignature
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24/7 access to tax returns and office files
Efficient, User-Friendly Workflow
Increase productivity with tools that simplify your process:
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Live refund monitor
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Intuitive color coding
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Hyperlinked e-filing diagnostics
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Tax form defaults to speed up entry
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Integrated, line-by-line tax help
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Interview Mode data entry
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Form-linking for faster filing
Complete Office & Client Onboarding
We’ll onboard you, your team, and all your clients into our software so you’re ready to go with no stress. (Please see list of compatible software)
24/7 Support & Tools
You’re never alone with TaxBrand:
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Expert technical support for you and your office
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EFIN assistance for new offices
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Extensive training videos & knowledge base
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Live U.S.-based customer service, 365 days a year
No Contracts. No Nonsense. Just Results.
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Cancel anytime
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Transparent pricing
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Built-in support system
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Everything in one place
TaxBrand Systems is more than just tax software — it’s your complete back-office, marketing engine, and technical partner. Let us help you build, grow, and retain a thriving tax business.
Marketing & Growth Tools
We help you grow with ready-to-use tools: we have a free
and a paid plan.
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Free starter marketing plan
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Optional done-for-you marketing paid plan
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High-converting static ads for Facebook & Instagram (paid plan)
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Facebook ad training, videos & tax marketing secrets (paid plan)
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Text & email campaigns (paid plan)
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Client retention plans to keep clients coming back.
Powerful Financial Incentives
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Keep 100% of your tax prep fees – no splits
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Free software for EFINs processing 25+ bank products
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per season
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Bank product rebates
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Up to $7,000 tax-bank loans available
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Low backend fees for bank product users
TaxBrand-Specialists
in-a-Box Package (Paid plan)
Includes everything to launch fast:
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Professional whitelabeled website
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High-quality stock business mailers
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Marketing secrets
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Logo Design
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Branded Merchandise options
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Professional ads created and posted-social media
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Custom Videos for social media
Robust Software Features
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All 50 state modules included
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Unlimited federal and state e-filing
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Interview Mode & Smart Diagnostics
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Context-sensitive help
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Auto backup of returns (hourly)
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Online check printing
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Real-time tax return tracking
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Templates & detailed reporting
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Customizable Launch
Truly Cross-Platform
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Use it on Mac, PC, desktop, laptop, or tablet
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Access client data from any web browser
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No software updates required
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Fully paperless and secure
When you join TaxBrand Systems, you get:
What Our Clients Say:
When you join TaxBrand Systems you are receiving not only great software and tech support, but also andin house marketing team.
Deena L, CPA
“TaxBrand Systems has revolutionized the way I handle tax preparation. It's intuitive, efficient, and has truly transformed my practice.”
Mike G, ERO
“The support team at TaxBrand Systems is exceptional. They always go above and beyond to ensure I have a seamless experience.”
Tom S, EA
“Using TaxBrand Systems has streamlined my workflow and improved my overall efficiency. It's a game-changer for tax professionals.”Michelle K, Tax Prep
TaxBrand Systems TM FAQ's
When you join TaxBrand Systems, you get
Professional Taxwise Software for FREE with bank products usage.
Join the community of tax professionals who trust TaxBrand Systems to elevate their tax preparation capabilities.
Due to the nature of our platform and the marketing system, we currently are accepting up to 50 new EFIN holders each year. Must join by November 30th, 2025 when the newest version of the software is available. An email will be posted when we are full for the upcoming season of 2026. At that time you can opt to remain on a waiting list for next season which we begin onboarding in May 2026
Keep 100% of your prep fees with no splits ever.
We reward you for referrals! We share a portion of bank rebates for bank products you use.
Designed for Tax Professionals, by Tax Professionals.
Our system drives maximum productivity. It's the total package
A Professional and Fast Tax Software. A simple yet powerful marketing system that works to build your client base and brand. Most other tax software resellers supply the software and some supply a CRM.
Our company is different in the sense that we not only supply professional grade tax software but we also supply the expert marketing system, and so much more. We are the total package.
When you are successful and are growing you're brand then we are a success. We do all that we
can to MAKE IT HAPPEN!
No hype! Keep 100% of your profits. Live tech support. Cloud, desktop and mobile versions.
The power of AI, Plus much more!