Cloud-Based Professional Tax Prep Software
Prepare, review, and file tax returns electronically—seamlessly, anywhere, anytime.
Still Preparing Taxes Without Professional Software?
Here’s Why That Could Be Holding Your Business Back
Relying on manual processes, basic tools, or outdated systems doesn’t just slow you down, it limits your ability to scale, serve more clients, and stay compliant with evolving regulations. Without the right software, you're spending more time on admin, risking costly errors, and leaving revenue on the table.
Introducing the iTax Institute
Cloud-Based Tax Software
Pro Web + Corporate
Software
Allows you to file individual returns with either cloud-based or desktop-based software. Enjoy the flexibility of the web-based software and the ability to file LLC and corporate returns with the desktop-based software.
All-in-One Tax Software Solution
Prepare and file 1040 federal, state, and local returns with ease, our comprehensive platform streamlines every step so you can serve more clients with confidence and efficiency.
Mobile App
Skip in-person meetings and handle everything on your schedule. This fully integrated mobile app lets tax professionals securely collect documents, complete returns, and request signatures, all in one place.
Fast, easy, and secure for you and your clients.
Available on Android and iOS.
Unlimited E-Filing
Scale your business without limits, enjoy unlimited return prep and filing with zero per-return fees, maximizing your profits with every client you serve.
Integrated Bank Products
A bank product (also known as a refund transfer) is a convenient payment solution that allows your clients to pay your tax preparation fees directly from their refund, so you don’t have to wait to get paid.
Virtual Tax Office
Run your tax business from anywhere, our cloud-based platform works seamlessly across multiple devices, giving you true flexibility whether you're in-office or on the move.
Premium Tech Support
Need a hand with your software? We've got you! Premium tech support at your service.
Includes year-round support at no extra cost
Here are even more perks that make our tax software the ultimate solution for growing your business:
Unlimited 1040 E-filing
Comprehensive Bank
Product Solutions
TaxesToGo® Mobile App
Desktop Corporate Tax Software
Cloud-Based Tax Software
All States Included
Unlimited Top-Rated Support
Refund Estimator Tool
Multiple User Access
Web Bank Integration
Cloud-Based Reporting
Client Retention Database
Paperless Office
Secure Client Portal
Digital Signature Compatible
Available in Spanish
Marketing Materials
Offer advances up to $6,000 to your clients upon bank approval.
What are Bank Products?
A bank product (also known as a refund transfer) is a convenient payment solution that allows your clients to pay your tax preparation fees directly from their refund, so you don’t have to wait to get paid.
Many clients don’t have the funds to cover your fees upfront which can lead to delayed payments, back-and-forth invoices, and unnecessary follow-ups.
By offering bank products through our partner banks, your fees are automatically withheld from the client’s refund and deposited directly to you, often as soon as the refund is funded.
Here's How It Works
Your client receives their refund, and your service fee is automatically deducted, no out-of-pocket cost for them, and no waiting for you.
Plus, these bank products are fully integrated into the software, making the process seamless for both you and your clients.
Backed by Trusted Banking Partners
We’ve partnered with reliable financial institutions to support your tax business with secure, compliant, and efficient payment solutions.
Unlock These Exclusive BONUSES When You Purchase the Tax Software!
Continuing Education Courses - As an authorized CE provider through the IRS, we provide the credits you need to become or maintain your tax preparer AFSP designation
In-Season Tax Return Preparation Assistance
In-Season and Post-Season Software Technical Support
Client intake and due diligence compliance
iTax Institute Instructor will review accuracy of tax return prior to transmission to IRS upon request
Access to Private Telegram Group
Guest Speakers & Additional Streams of Income
Automations and Client E-mail Campaign
End of season business analysis
FAQs
Do I need previous tax preparation experience to start my own tax preparation business?
Opening your own tax preparation business does not require any previous tax preparation experience. iTax Institute will teach you how to prepare individual and basic business tax returns, build, operate and market your tax business
Are there any franchise fees?
We are NOT a franchise, this is an opportunity for you to create your OWN tax preparation business with your own business name and profit 100% of your tax preparation fees.
How do I access my tax software?
The iTax Professional web-based tax software can be accessed from anywhere in the world from a laptop, mobile device, iPad or tablet. All you need is internet access. You can prepare taxes from anywhere, at any time! If you would like to take a look at the iTax Institute Professional Web-Based Software, CLICK HERE to access the demo.
How will my clients pay me for their tax preparation services?
There are no upfront tax preparation fees for clients that are receiving a federal refund. With your tax software and bank products, your tax preparation fees will be automatically deducted from the taxpayer's federal refund and deposited directly into your business bank account; this is called a Refund Transfer (RT). Some taxpayer's that are receiving a federal refund may also pay an upfront tax preparation fee with a check, debit card or credit card. If your client has to pay taxes, you must collect your tax preparation fees upfront and you will have access to a secure merchant to send invoices and collect those fees.
How long does it take for my client to get their refund and for me to get paid my tax preparation fee?
After electronically submitting your client’s tax return, the IRS typically takes up to 21 days to process the return. Taxpayers can track their refund through the Where’s My Refund tool on the IRS website. Once the return is Acknowledged/Accepted, it’s in the hands of the IRS; the taxpayer and tax professional must be patient. The tax preparer gets their tax preparation fees directly into their bank account and the taxpayer receives their refund on the same day.
What is the tax software refund policy?
This tax software is non-refundable after purchase.
What kind of support is available during tax season?
We offer In-Season Support with weekly live Zoom sessions where you can get your questions answered and receive additional guidance. Can’t make it to a live session? No problem — Zoom replays are uploaded to your membership dashboard within 24 hours so you can catch up anytime.
Everything You Need,
One Affordable Price
With all these powerful features, unlimited filing, expert support, and client-ready tools, you get the complete tax software package for just $597.
Whether you’re just starting out or scaling your tax business, this all-in-one solution gives you everything you need to grow, without the high price tag.
