Profit Edge Tax provides great solutions for tax preparation and service bureau businesses

All-In Pricing $799 per season — includes everything below

All States + DC Supported
Individual 1040 & 1040NR
Business Forms: 1120, 1065, 8849 & more
Multi-User & Multi-Office
Mobile App & Document Manager
Bank Product & Service Bureau Setup
Bank-Level Security
Add Your Own Logo to the Software

Simple & Transparent

2 Great Software Options. One Low Price.

Profit Edge Tax exists to help independent tax business owners keep more of their hard-earned profit. Most offices pay thousands more than they need to every year without knowing it.

We negotiate directly with leading software and banking partners to pass the savings to you — with no hidden fees, no surprises, and simple contracts where you always keep 100% of your tax prep fees.

No hidden fees or upcharges
Keep 100% of your tax prep fees
Same software as buying direct
English & Spanish support team
Flexible payment options

All-In-One Pricing

Everything Included at One Price

When you work with Profit Edge Tax, you get far more than just software. Every item below is included when you purchase software.

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Great Value

Simple contracts with no hidden fees or upcharges. You always keep 100% of your tax prep fees.

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Training

Group, 1-on-1, live, and recorded training sessions — all included. We make sure you and your team are fully prepared.

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Bank Products

Bank enrollment and bank product support included. Working with us does not change your existing banking relationship.

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Fast Customer Support

A seasoned, full-time support team who understands taxes and the software. Available in English and Spanish.

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Data Conversion

Switching from another software? We handle your data migration and bring over as much prior-year information as possible.

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Add-On Products

Great pricing on add-ons like audit protection and identity theft resolution to expand what you offer clients.

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Full-Service Onboarding

We handle setup from start to finish so you and your team are ready to go before tax season hits.

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Partner Discounts

Exclusive offers on CRM, scheduling, invoicing, websites, phone, and marketing systems to help run your business.

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Add Your Own Logo

Brand the software with your logo at no extra charge. Make it truly your own and strengthen your professional image.

Why Profit Edge Tax

Why Independent Tax Pros Choose Profit Edge Tax

What Is Profit Edge Tax?

Profit Edge Tax is a service bureau that negotiates directly with leading tax preparation software providers and banking partners to get independent tax preparers enterprise-level pricing they could not access on their own.

How Does Profit Edge Tax Save Tax Preparers Money?

Most independent tax businesses renew the same software every year without comparing options, and that decision often costs thousands of dollars they never see reflected on a single bill. Profit Edge Tax passes along negotiated software and banking discounts, so tax preparers get the same professional-grade software at a significantly lower price with faster, more responsive support.

What Is Included With Profit Edge Tax?

Profit Edge Tax pricing covers software, training, bank product and ancillary product setup, data conversion, and custom branding, with no hidden fees and no upcharges at renewal. Tax preparers always keep 100% of their tax prep fees, and flexible payment programs are available to fit any budget.

Does Profit Edge Tax Offer Year-Round Support?

Yes. Profit Edge Tax operates year-round with a full-time team that understands both the software and the tax industry, whether that means a technical issue in the middle of February or a bank product question in October.

Can Tax Preparers Earn Extra Revenue Through Profit Edge Tax?

Yes. Customers can offer exclusive products and services, such as the Business Loan Assistance Program, designed to add revenue without adding more work.

Is It Risky to Switch Tax Preparation Software?

Switching software can feel risky, but the bigger risk is staying with a provider that quietly takes too much of your profit. Profit Edge Tax offers a free software cost calculator, free trials on both software options, and full-service onboarding, training, and support to remove that risk before you commit.

Profit Edge Tax exists for one reason: to help independent tax preparation businesses run more efficiently and profitably, and keep more of what they earn.

Flexible Payment Options

Tax Preparation Software Discount Programs

We offer multiple ways to get started so cost is never a barrier to running a better, more profitable tax business.

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Buy Now, Pay Later

Get your software today for $0 upfront and pay after tax season when you have cash in hand. No interest. No pressure.

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Referral Program

Refer other tax professionals to Profit Edge Tax and earn 100% free software. The more you share, the more you save.

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Try Before You Buy

Not sure which software is right for your office? Try both options for free before making any commitment. No obligation.

Helpful Next Steps

Ready to Put Profit Back in Your Pocket?

Here are a few ways to explore Profit Edge Tax and find the right fit for your tax business.

Compare Software Options

Not sure which of our two software options is the best fit for your office? Watch our side-by-side comparison.

Compare Software →

Try Before You Buy

We'll give you a free trial plus a personalized walkthrough from one of our trainers — no charge or obligation.

Request a Test Drive →

Calculate Your Current Software Cost

Wonder how much your current software is really costing you? Use our free calculator to find out in minutes.

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Explore Free Tools

Access articles, tax resources, calculators, and more tools built specifically for independent tax business owners.

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Ready to Get Started?

Join tax professionals across the country who are saving thousands every season with Profit Edge Tax.