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.
Simple contracts with no hidden fees or upcharges. You always keep 100% of your tax prep fees.
Group, 1-on-1, live, and recorded training sessions — all included. We make sure you and your team are fully prepared.
Bank enrollment and bank product support included. Working with us does not change your existing banking relationship.
A seasoned, full-time support team who understands taxes and the software. Available in English and Spanish.
Switching from another software? We handle your data migration and bring over as much prior-year information as possible.
Great pricing on add-ons like audit protection and identity theft resolution to expand what you offer clients.
We handle setup from start to finish so you and your team are ready to go before tax season hits.
Exclusive offers on CRM, scheduling, invoicing, websites, phone, and marketing systems to help run your business.
Brand the software with your logo at no extra charge. Make it truly your own and strengthen your professional image.
Most independent tax businesses just renew their tax preparation software without every considering that there are better options. That desicion comes with a cost most owners don't fully see until they run the numbers and see the full cost.
Profit Edge Tax was built to fix that. We work directly with leading tax preparation software providers and abnking partners to negotiate pricing and benefits that individual offices could never access on their own. When you work with us, you get the same professional-grade software you'd buy anywhere else, just at a significantly lower price, and with a level of service and fast support that actually helps you serve more customers during the busy tax season.
Plus, you get much more than just tax preparation software. Our all-in-one pricing covers your software, training, bank product and other ancillary product setup, data conversion and branding with no hidden fees and no upcharges at renewal. With Profit Edge Tax you always keep 100% of your tax prep fees and we offer several flexible payment programs to fit any budget.
We operate year-round with a full-time team that understands both the software and the tax industry. Whether it's a technical issue in the middle of February or a bank product question in October, you're not waiting in a queue for someone reading from a script.
In addition to savings and great support, our customers have the opportunity to offer exclusive products & services like our Business Loan Assistance Program. These programs are designed to add more revenue without adding more work.
We know that many people avoid switching software because it feels risky or they think it will be a hassle. But the real question is: what's the risk to your business by giving away too much of your hard-earned profit? That's why we offer a free software cost calculator to help you understand if working with us is worth your time. That's also why we offer free trials on both software options before you commit to anything, along with full-service onboarding, training, and support.
Profit Edge Tax exists for one reason: to help independent tax preparation businesses run more efficienly and profitably and keep more of what they earn.
Get your software today for $0 upfront and pay after tax season when you have cash in hand. No interest. No pressure.
Refer other tax professionals to Profit Edge Tax and earn 100% free software. The more you share, the more you save.
Not sure which software is right for your office? Try both options for free before making any commitment. No obligation.
Not sure which of our two software options is the best fit for your office? Watch our side-by-side comparison.
Compare Software →We'll give you a free trial plus a personalized walkthrough from one of our trainers — no charge or obligation.
Request a Test Drive →Wonder how much your current software is really costing you? Use our free calculator to find out in minutes.
Calculate Now →Access articles, tax resources, calculators, and more tools built specifically for independent tax business owners.
Browse Free Tools →Join tax professionals across the country who are saving thousands every season with Profit Edge Tax.