About Profit Edge
Profit Edge is an industry leading buying group & services company for busy tax professionals and business owners just like you.
We negotiate great discounts and deals on tax prep software & bank products, and then we pass those savings on to our member customers.
But it's more than discounts on software and bank products. Our customers get white-glove service and are treated like valued partners, ensuring they receive the support and exclusive benefits they deserve.
Profit Edge Customer Enjoy:
-
Discounted pricing on software
-
All customers keep 100% of their tax prep fees
-
Our Owner-to-Owner model ensures you'll always have someone to call when you need something
-
Full-Service onboarding and training to get you up to speed quickly
-
Data Migration to keep important customer information from your previous software
-
FAST support with seasoned, full-time Staff who understand taxes and the software
-
Full-Service Networking & Technical Support so everything runs smoothly
-
EFIN/PTIN Support to make sure you're ready for tax season
-
Bank Product Integration to maximize the products you are able to offer to your customers
Additional Benefits:
Exclusive discounts, training, and support for tools to run your business, including:
-
CRM solutions
-
Calendar and Scheduling Systems
-
Invoicing Systems
-
Websites & Funnels
-
Blogs
-
GMB Tracking
-
Professional Phone Systems
-
Social Media Management
-
Review Monitoring & Reputation Management
-
Sales & Lead Management
-
SMS & Email Marketing
-
Audit Protection and Other Services
About our Founder
Tim is a seasoned technology and go-to-market strategy leader with a 20+ year career spanning financial services, management consulting, and technology. Over his career, he has worked for pre-revenue startups as well as some of the most recognizable companies in the world, including Salesforce, Intuit, Uber, and Zillow.
​
After two decades in corporate consulting and enterprise technology, Tim turned his focus to the tax software industry, where he helps independent tax offices and service bureaus grow faster, operate more efficiently, and capture more profit. His mission is simple: to bring the same level of thought, strategy, tools, and energy used by billion dollar companies to the independent tax business owners who deserve it most.
Tim believes that with the right systems and support, every tax business owner can build a thriving, sustainable business that rewards both their effort and their vision.
Our Software & Banking Partners Include:
With our extensive experience and strong relationships in the tax industry, we work to negotiate with our network of software and banking partners.
This collaboration allows us to provide our customers with the best pricing available, as well as top-notch service and support.
Our goal is to empower you to run your business successfully, ensuring that you have the tools and resources you need to thrive in a competitive landscape.
We're committed to your success and are excited to support you every step of the way!