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Profit Edge Tax is an industry-leading software & services company

 

We exist to help tax business owners and service bureaus put $1,000s in lost profit back into their businesses​

Our Services Include

Great Software Pricing

Great pricing on software and customers always keep 100% of their tax prep fees

Training

All training is included when you work with us. We offer group, 1-1, live, and recorded trainings

Bank Products

Whether you have an existing relationship or are just starting out with bank products, we will make sure you are set up to offer bank products through our banking partners

Fast Customer Support

  • A seasoned, full-time support operations team who understand taxes and the software and can resolve issues in English and Spanish

Data Conversion

  • If we need to convert last year's customer information, we'll make sure we bring over as much data as we  from your previous software

Add-On Products

Great pricing on add-on products like audit protection and identity theft resolution

Onboarding

  • Full-Service onboarding to make sure you and your team are up and running with us quickly

Partner Discounts

Exclusive offers from our extensive network of partners for things like CRM solutions, calendar and scheduling , invoicing, websites​, phone systems​, & marketing

EFIN /PTIN Support

Expert guidance and assistance on setting up new EFINs or PTINs for your tax business to make it quick and easy

Check out our Blog and Free Tools

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Customer Reviews

Marta G.
Tax Business Owner

"They took time to understand my business and  made the transition easy for our team. They saved us lots of money too!"

Robert F.
Tax Office Owner

"I always have someone to call when I need something. The support staff is very knowledgeable and always respond quickly."

Nick R.
Service Bureau

"I didn't know how much I was paying to run my business before I met with Tim and he worked with me to get my costs in order. Great service by the whole team."

Rashida K.
Service Bureau

"I feel like I have a real partner that is looking out for the best interest of my business. It's more than just a transaction there's trust between us."

Ventaja de ganancias en línea

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Nuestro software profesional en línea permite a nuestros clientes la máxima flexibilidad. Nuestras soluciones le permiten administrar su negocio desde cualquier lugar con una conexión a Internet. Prepare declaraciones, presente declaraciones electrónicamente, imprima declaraciones e imprima cheques desde cualquier lugar. Los datos de los clientes están seguros en nuestro sistema compatible con el IRS.

  • Modo de entrevista paso a paso o modo formularios

  • Cero instalación, cero actualizaciones y cero copias de seguridad

  • Soluciones de oficina sin papel disponibles, incluidas firmas remotas

  • La mejor solución para el propietario de un negocio que está "en movimiento"

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