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
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A seasoned, full-time support operations team who understand taxes and the software and can resolve issues in English and Spanish
Data Conversion
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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
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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
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."
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!