The Right Software.
The Support to Succeed.
Access professional tax preparation software backed by setup assistance, personalized onboarding, practical training, and ongoing support throughout tax season.
Choose the Software That Fits Your Tax Business
Whether you're getting started or managing an established tax practice, explore our available professional software solutions.
What’s Included
- Professional tax preparation software
- Software setup and onboarding assistance
- Software training and walkthroughs
- Ongoing training and support throughout tax season
- Assistance with preparing and transmitting tax returns
- Practice returns and training resources
- Guidance with bank-product setup, if applicable
See the Software Inside Your Practice
Take a closer look at each professional tax software option before you decide.
OLT Pro
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TaxSlayer Pro
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CrossLink
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Everything You Need to Get Started With Confidence
Our software solutions include guidance, training, and resources to support your tax preparation operations.
Professional Tax Preparation Software
Access your selected professional tax preparation software option.
Software Setup & Onboarding
Assistance with initial setup and navigating the onboarding process.
Software Training & Walkthroughs
Learn how to navigate the software and understand key preparation workflows.
Ongoing Tax-Season Support
Continued training and support throughout tax season.
Return Preparation & Transmission
Assistance with preparing and transmitting tax returns using your selected software.
Practice Returns & Resources
Access practice returns and training materials to develop your skills.
Bank-Product Setup Guidance
Guidance with bank-product setup, when applicable and subject to provider requirements.
From Software Selection to Tax-Season Readiness
Choose Your Software
Explore OLT Pro, TaxSlayer Pro, and CrossLink to identify the right option for your practice.
Get Set Up & Trained
Receive onboarding assistance, software walkthroughs, and practical training resources.
Prepare With Support
Begin using your software with ongoing training and support throughout tax season.
Your Tax Software. Your Next Step.
Let's find the professional tax software solution that fits your business and help you prepare for the season ahead.
Get Started Today