BUSINESS SOLUTIONS
TECHNOLOGY THAT HELPS YOU BUILD MORE THAN TAX RETURNS
TaxPro HQ Business Solutions are designed to help tax professionals work smarter, serve clients more efficiently, and create opportunities for long-term growth.
From client communication and referral marketing to business automations and live support, our solutions simplify your operations while helping your business scale.
BUILT TO
HELP YOUR
BUSINESS GROW
INCREASE
EFFICIENCY
Reduce manual tasks and create smoother business workflows.
STRENGTHEN
RELATIONSHIPS
Deliver timely communication and a better client experience.
CREATE
GROWTH
Build scalable systems that support your next business level.
THE RIGHT TECHNOLOGY DOES MORE THAN SAVE TIME.
It creates opportunities. Our business solutions help automate repetitive tasks,
improve communication, strengthen client relationships, and give you more time to
focus on growing your business.
AUTOMATED REFERRAL PROGRAM
TURN HAPPY CLIENTS INTO YOUR BEST MARKETING TEAM
GROW THROUGH THE POWER
GROW THROUGH THE POWER
OF WORD-OF-MOUTH.
Word-of-mouth remains one of the most powerful ways to grow a tax business.
Our automated referral system helps you reward referrals while eliminating the manual work of tracking, communicating, and managing payouts.
Once configured, your referral program works in the background, allowing you to focus on serving your clients while your network helps generate new business.
PROGRAM TOOLS
REFERRAL FEATURES
- Custom referral rewards
- Automated referral tracking
- Text message notifications
- ACH and check payment options
- Referral performance reporting
- Multi-office support
- Built-in CRM integration
COMPLETE CONTROL
CUSTOMIZE YOUR PROGRAM
Every business operates differently. Create a referral program that fits your goals by customizing:
- Custom referral rewards
- Automated referral tracking
- Text message notifications
- ACH and check payment options
- Referral performance reporting
- Multi-office support
Maintain complete control while creating a referral experience that works for your business.
CRM & BUSINESS
AUTOMATION
EVERYTHING YOU NEED TO MANAGE AND GROW YOUR BUSINESS
Our integrated CRM is designed specifically for tax professionals, giving you one place to manage leads, clients, communications, automations, and business operations.
From the first inquiry to the completed tax return, your CRM helps streamline every step of the client journey while keeping your team organized and productive.
ONE PLACE TO MANAGE YOUR COMPLETE CLIENT JOURNEY.
POWERFUL TOOLS INSIDE ONE CONNECTED CRM
Lead Management
Client Relationship Management
Automated Workflows
Email & SMS Communication
Appointment Scheduling
Pipeline Management
Task Automation
Marketing Campaigns
Document Management
Team Collaboration
Reporting & Analytics
MORE THAN SOFTWARE
BUSINESS SOLUTIONS DESIGNED FOR GROWTH
BUILT TO SUPPORT YOUR
BUILT TO SUPPORT YOUR
BUSINESS FROM START TO FINISH.
TaxPro HQ Business Solutions extend far beyond tax preparation.
Our platform is built to help you simplify operations, strengthen client relationships, improve communication, and create a more efficient business from start to finish.
DESIGNED FOR EVERY STAGE OF GROWTH
Whether you are launching your first tax office, expanding a multi-preparer team, or building your own Service Bureau, TaxPro HQ provides the technology, systems, and support to help you move forward with confidence.
Our solutions grow with your business, so you can spend less time managing software and more time creating exceptional client experiences.
BUSINESS SOLUTIONS INCLUDE
INCLUDED PLATFORMS. MORE POSSIBILITIES.
- Professional Tax Software
- Integrated CRM
- Referral Marketing System
- Electronic Signatures
- Bank Product Integration
- Marketing Tools
- Team Resources
- Cloud-Based & Desktop Platforms
- Client Portal
- Business Automations
- Secure Document Storage
- Mobile Client Experience
- Tax Training & Education
- Technical Support
New Tax Professionals
Established EROs
Multi-Preparer Offices
Future Service Bureaus
YOUR SUCCESS
IS OUR PRIORITY
At TaxPro HQ, we believe tax software should do more than prepare returns. It should help you build a stronger business.
That is why we combine professional tax software with business technology, automation, education, mentorship, and ongoing support to create a complete ecosystem for tax professionals.
No matter where you are in your journey, we are committed to helping you operate more efficiently, serve more clients, and grow with confidence.
-
01
TECHNOLOGYPowerful tools built for modern tax offices
-
02
EDUCATIONTraining and resources for confident growth
-
03
MENTORSHIPGuidance beyond your software login
-
04
SUPPORTReal assistance throughout the year
READY TO TRANSFORM YOUR BUSINESS?
BUILD A SMARTER, STRONGER AND MORE
BUILD A SMARTER, STRONGER AND MORE
PROFITABLE TAX BUSINESS.
Discover how TaxPro HQ Business Solutions can simplify your workflow, automate daily operations, and give you the tools to build a stronger, more profitable tax business.
GET A DEMO TODAY