Trusted by Tax Professionals

Build a profitable tax business.

Boss Up With Confidence.

Tax Boss Suite gives new and growing tax professionals the software, training, support, and structure needed to build a profitable tax business with confidence.

Where To Start

Become A Tax Boss Partner

Whether you're getting your PTIN, already have an EFIN, want to resell tax software, or are ready to launch a service bureau, Tax Boss Suite provides the software, training, systems, and business support for your next level.

Choose Your Partnership

Compare our PTIN, ERO, reseller, and service bureau options to choose the level of support that matches your business goals.

Enroll & Sign Agreement

Complete your enrollment and review your partnership agreement so you understand the program, pricing, and next steps.

Complete Your Onboarding

Meet one-on-one with Shonda to clarify your business goals, software needs, and personalized launch plan.

Train, Launch & Grow

Attend software, tax, and business-growth training, then launch with the systems and support needed to build your brand.

Bank Product Providers

Tax Refund & Bank Product Partners

Eligible Tax Boss Suite partners can access Refund Advantage bank products and refund disbursement solutions through supported professional tax software.

Santa Barbara Tax Products Group provides tax refund disbursement and bank product solutions for tax professionals. Eligible Tax Boss Suite partners can use supported TPG products to offer convenient payment and refund options to their clients.

Product availability, fees, advance amounts, and approval requirements are determined by each provider.

Tax Boss Suite does not guarantee approval or funding.

Partner Testimonials

Tax Boss Suite Reviews From Tax professionals

Hear from tax preparers and business owners who used Tax Boss Suite software, training and support to build confidence, improve their systems, and grow.

Professional Tax Software Packages

Choose the Partnership that matches your next level

Explore four Tax Boss Suite partnerships designed for PTIN holders, EFIN holders, software resellers, and established tax professionals ready to build a service bureau.

Tier 1:
PTIN to Profit Partnership

Designed for new tax preparers who need professional software, training, return review, and support while building their business

Revenue share: 70/30

$99

Tier 2:

ERO Scale Lab Partnership

Built for EFIN holders ready to operate their own tax business with professional software and training, systems.
Returns will not be reviewed.

Revenue Share: NONE

$199

Tier 3:

The Reseller Wealth Lab Partnership

Built for experienced tax professionals ready to recruit a team, resell tax software, strengthen their brand, and create additional revenue.

Revenue Share: NONE

$799

Tier 4:
Service Bureau Partnership

Built for established tax professionals ready to lead a high-performing team and launch or scale their own tax service bureau

REVENUE SHARE: NONE

$1,499

Tax Software, Training & Business Support in One Suite

Tax Boss Suite combines professional tax software, practical tax education, compliance guidance, marketing resources, and business systems to help tax professionals launch, operate, and scale with confidence.

Tax Education & Compliance

  • Professional Tax Software

  • Tax Software Training

  • Tax Law Education

  • Annual Tax Law Updates

  • IRS Due Diligence Training

  • PTIN and EFIN Registration

  • Bank Product Enrollment Guidance

Business Growth & Operations

  • Team Recruitment Strategies

  • Tax Preparer Training Systems

  • Client Attraction Strategies

  • Referral Program Development

  • Payroll Setup Guidance

  • Live Event Planning

  • Business Coaching and Planning

sBranding, Marketing & Support

  • Marketing Tools and Resources

  • Brand and Logo Support

  • Website Support

  • Social Media Training

  • Client Forms and Templates

  • Business Blueprint

  • Technical Support

Features and support vary by partnership tier. Review each package for complete eligibility, pricing and benefit details.

Tax Boss Suite

Contact Details

  • (866) 864-1089

  • NC.US

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