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 3 software options with simple contracts and no hidden fees or upcharges
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 partner network, including CRM solutions, calendar / scheduling , invoicing, websites, phone & marketing systems
EFIN /PTIN Support
Expert guidance and assistance on setting up new EFINs or PTINs for your tax business to make it quick and easy
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!