Ready to Grow Your Tax
Business the Right Way?
Get the Software, Support & Systems You Need to Scale — Even If You’re Just Starting Out.
Who We Help
Aspiring Tax Preparers
Just getting started and not sure where to begin? We’ve got you.
We provide step-by-step training, beginner-friendly marketing tools, and ongoing mentorship to help you launch your tax career with confidence.
EFIN Holders / Solo EROs
You’ve got your EFIN and a few clients but you want more.
We help you move from hustling solo to building a real team, with strategies to grow your revenue, automate your backend, and maximize your fees.
Service Bureaus & Leaders
You're already earning six figures and leading a team but you’re ready to scale.
We help you offer white-labeled software, create new revenue streams, and systemize your operations so you can hit $500K and beyond.
Our Software Features
Professional Software
Prepare 1040 federal, state, and local returns with ease. Whether you’re filing for one person or a hundred, our cloud-based platform keeps you organized and compliant—so you can focus on getting results (and getting paid).
Unlimited Support
Late night during tax season? We’re still here.
Our bilingual support team (English & Spanish) is available before, during, and after tax season—with no extra fees.
Real humans. Real help. Real fast
Mobile Tax App
Clients want convenience and you do too.
With our app, your clients can send you all their tax info securely from their phone. No office visits, no chasing paperwork. Just fast, easy uploads that keep your workflow moving.
Bank Products
Your clients want their money fast. You want yours faster.
We partner with the most banks in the industry so you can offer refund advances, bank products, and collect your prep fees—even when your clients can’t pay upfront
How We Help You Win
Training Inside Our Community Hub
- Master the software step-by-step
- Understand your target market
- Learn to market & price with confidence
Tools Matched to Your Goals
- Branded Website + Client Portal
- Booking Calendar
- All-in-One Dashboard
Ongoing, Long-Hour Support
- Pre-, mid-, and post-season support
- Ask us questions—even at 8 PM
- Ask us questions—even at 8 PM
How to Get Started
Choose your package
Whether you’re just getting started or looking for a complete solution, we have packages tailored to fit your needs and your level of experience.
Review & E-Sign Your Welcome Paperwork
Once you complete your purchase, you’ll receive a welcome email with a series of onboarding steps. Review and electronically sign your documents to get started this step unlocks the rest of your onboarding experience.
Get Access to Our Business Essentials Drive
After your paperwork is signed, we’ll give you exclusive access to our private Google Drive folder filled with every essential document you need to run your tax business. No extra charge!
Receive Software Access
Next, you’ll receive credentials and full access to your professional tax software. Setup instructions are included to get you up and running quickly.
Dive Into the Training Hub
Finally, you’ll be granted access to our training portal packed with tutorials, walkthroughs, business-building strategies, and marketing guidance to help you grow confidently and compliantly.
Frequently Asked Questions
I’m new to the tax industry. Is this software beginner-friendly?
Yes! Our software is built for both beginners and experienced tax professionals. Plus, you’ll get access to our step-by-step training hub, ongoing support, and all the resources you need to succeed no prior experience required.
Do I need my own EFIN to work with you?
No! That’s the beauty of our setup you can operate under our EFIN as long as you have your PTIN and complete our onboarding steps. This allows you to start earning right away without going through the full IRS application process.
I’ve tried other tax platforms before and felt lost. What makes yours different?
We don’t just sell software we support you like a partner. From done-for-you documents to direct access to training, systems, and support, we help you build a real business, not just a side hustle.
I get started after I sign up?
Fast! Once you choose your package and e-sign your paperwork, you’ll get access to your business documents, software, and our training portal within 24–48 hours.
Do you help with marketing and finding clients?
Yes! We provide a starter marketing kit (flyers, scripts, and strategy tips), and our training hub teaches you how to build your client base using social media, referrals, and community outreach.
Will I own my clients?
Absolutely. You’re building your own book of business. All client data and relationships belong to you we’re simply providing the tools and systems to help you serve them better.
Is there a refund policy?
Because of the digital nature of our software and instant access to business tools, all sales are final. We encourage you to review our package details and ask any questions before purchasing.
Where can I find videos or training materials?
Once your paperwork is signed and setup is complete, you’ll receive full access to our Training Hub. It includes videos, guides, and walkthroughs to help you get familiar with the software and grow your business.
Our Success Stories
Ms.Keisha B.
Hey, I’m Keisha! I help tax pros make more money, work less, and build real businesses instead of seasonal hustles.
I started preparing taxes in 2016 with no guidance just trial, error, and hustle. Over time, I figured out how to turn it into a real business. Now, I help other tax preparers do the same without the confusion.
I had no idea where to begin PTIN, EFIN, software, pricing clients ,it felt like too much. But with Tax on Track Pro, everything was broken down into simple steps. Keisha didn’t just give me software, she gave me a game plan. Within 30 days, I had my business set up, clients randomly calling me back, and confidence I never had before! Thank you! I would’ve paid double for what I got.
Jasmine
First-Year Preparer
Very knowledgeable, walked me through the step by step process of starting my tax business. Our calls were very detailed, Tax on Track Pro gave me the tools to be successful. This will be my 4th year doing taxes.
Jessica
Fourth- Year Preparer
I’ve been doing taxes for years, but I hit a wall when it came to growing. The big-name software companies didn’t offer any guidance, just tech support. Tax on Track Pro gave me everything I needed: reliable software, marketing tools, and most importantly, business coaching from someone who’s done it. Now I’m building a team and increasing my revenue, finally scaling like I’ve wanted to for years.
Riddhi
8-Year Tax Preparer
