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.
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.
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.
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.
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.
Yes. Customers can offer exclusive products and services, such as the Business Loan Assistance Program, designed to add revenue without adding more work.
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.
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.
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Browse Free Tools →Join tax professionals across the country who are saving thousands every season with Profit Edge Tax.