(without expensive marketing or raising prices on customers)
Every year, independent tax preparation businesses miss out on thousands of dollars in potential profit. Hidden fees for tax prep software, bank products and other fees eat into profit margins because most businesses aren't big enough to get the same pricing, dedicated support, and other perks that the big guys enjoy. Independent businesses also lack the resources to offer innovative products and solutions to customers.
Eventually, profitable tax preparation businesses start to struggle. Unfortunately, many don't realize it until it is too late.
That's where Profit Edge Tax comes in. We provide more than just great tax prep software, high-quality service, and fast tax season support. With Profit Edge Tax, you get access to preferred pricing and valuable resources not available to most independent tax prep businesses.
The result is you keep more of the profit you are already earning, and get access to exclusive products and solutions to generate more revenue.
Keep more. Earn more. You've earned it.
The same software you'd buy directly from the companies — at a significantly lower cost. We negotiate with the software companies so you don't have to.
Group, 1-on-1, live, and recorded training sessions — all included. We make sure you and your team are ready before tax season starts.
A seasoned, full-time support team available in English and Spanish who understand taxes and the software.
We handle system setup, data migration, and team training so switching is seamless and you're confident going into tax season.
Bank enrollment and bank product support included. Working with us does not change your existing banking relationship.
Exclusive offers on CRM, scheduling, invoicing, websites, and marketing tools to help you run a more efficient office.
Not sure which of our two software options is the right fit? Watch our side-by-side comparison and demos.
Compare Options →Request a free trial and get a personalized walkthrough from one of our trainers — no charge, no obligation.
Request a Trial →Wondering how much your current software is actually costing your business? Find out in minutes with our free calculator.
Calculate Now →Access checklists, calculators, guides, and more — all built specifically for independent tax business owners. No email required.
Browse Tools →Great pricing on 2 leading tax prep software options, along with full-time year-round support and exclusive benefits. The same software you'd buy directly — at a significantly lower cost. See our What We Offer page for full details.
Yes. Since we bring significant value to our software and banking partners, we're able to negotiate great pricing and other benefits that we pass directly to our customers.
Yes! Many times you can keep the same software you are currently using, just at a better price and with better support behind it.
No. Our team handles everything from initial system setup to data migration and training, so you're confident and ready as you enter tax season.
Absolutely. Request a test drive and we'll give you a free trial plus a personalized walkthrough from one of our trainers — at no charge or obligation.
Training, bank products, data conversion, onboarding, partner discounts, add-on products, and more. We also offer a Business Loan Assistance Program and the Profit Edge Launchpad for those looking to build their own reseller business.
Join tax professionals across the country who are running more efficiently and profitably with Profit Edge Tax.