DESKTOP SOFTWARE

BUILT FOR HIGH-VOLUME TAX OFFICES

WHEN PERFORMANCE MATTERS, TAXPRO HQ DESKTOP DELIVERS.

Designed for tax professionals who prepare a high volume of returns, our desktop platform combines speed, accuracy, and powerful office management tools to help you process returns efficiently while maintaining complete control of your operations.

Whether you’re managing one office or an expanding network of preparers, TaxPro HQ Desktop is built to support your growth every step of the way.

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High-Speed Performance Advanced Reporting Multi-Office Management

FAST

Built for high-volume return preparation

SECURE

Document storage and remote signatures

SCALABLE

Single-office and multi-office support

WHY CHOOSE DESKTOP?

PROFESSIONAL SOFTWARE BUILT FOR BUSY TAX OFFICES

Experience professional desktop software built to handle the demands of busy tax offices.

HIGH-SPEED
PERFORMANCE

UNLIMITED FEDERAL
& STATE E-FILING

ADVANCED
REPORTING

BUILT-IN CLIENT
MANAGEMENT

BUSINESS RETURN
SUPPORT

REMOTE SIGNATURE
CAPABILITIES

BANK PRODUCT
INTEGRATION

MULTI-OFFICE
MANAGEMENT

SECURE DOCUMENT
STORAGE

DEDICATED TECHNICAL
SUPPORT

TaxPro HQ desktop software displayed on a computer and mobile devices
BUILT FOR PRODUCTIVITY

TAX SEASON MOVES FAST. YOUR SOFTWARE SHOULD TOO.

TaxPro HQ Desktop is designed to help you prepare returns efficiently, reduce manual tasks, and keep your office running smoothly from the first client to the final filing.

ONE COMPLETE PLATFORM

EVERYTHING YOU NEED IN ONE PLATFORM

PROFESSIONAL TAX PREPARATION
BUSINESS RETURN SUPPORT
INTEGRATED BANK PRODUCTS
SECURE DOCUMENT ARCHIVE
ADVANCED REPORTING
MULTI-OFFICE MANAGEMENT
TaxPro HQ Desktop software package
POWERFUL FEATURES

TOOLS THAT KEEP YOUR OFFICE MOVING

01

IMPORT CLIENT INFORMATION

Reduce duplicate data entry by importing client information and supporting documents directly into the software through integrated client tools.

04

CUSTOM REPORTING

Build reports using customizable filters to monitor productivity, office performance, client activity, and operational trends.

02

ELECTRONIC SIGNATURES

Securely collect signatures remotely, helping clients complete their returns without unnecessary office visits.

05

CRM INTEGRATION

Connect your workflow with integrated CRM capabilities to improve communication, automate follow-ups, and enhance the client experience.

03

DOCUMENT MANAGEMENT

Organize and securely archive tax documents for easy access whenever they are needed.

06

BANK PRODUCT PROCESSING

Stay informed with timely updates from participating banking partners throughout the refund process.

BUILT TO SCALE

GROW WITH CONFIDENCE

Whether you are operating a single office or managing multiple locations, TaxPro HQ Desktop provides the tools needed to grow with confidence.

As your business expands, you’ll have access to technology designed to support increasing client volume, additional preparers, and more advanced operational needs.
TaxPro HQ technology mascot
SUPPORT BEYOND SOFTWARE

OUR COMMITMENT DOES NOT END AFTER INSTALLATION

TaxPro HQ Software provides ongoing resources to help your office succeed throughout the season.

Dedicated support icon

DEDICATED
SUPPORT

Training resources icon

TRAINING
RESOURCES

English and Spanish assistance icon

ENGLISH & SPANISH
ASSISTANCE

Business growth resources icon

BUSINESS GROWTH
RESOURCES

IS DESKTOP SOFTWARE RIGHT FOR YOU?

IDEAL FOR GROWING FIRMS

  • Prepare a high volume of tax returns
  • Manage multiple preparers or office locations
  • Prefer locally installed software
  • Need advanced reporting and office-management tools
  • Process both individual and business tax returns
  • Want maximum speed and performance during peak season
  • Require scalable solutions for continued growth
THE TAXPRO HQ DIFFERENCE

BUILT FOR MORE THAN TAX RETURNS

TaxPro HQ Desktop combines professional tax software with the business tools, reporting capabilities, and support growing tax offices need to operate efficiently.

From return preparation to office management, every feature is designed to help you save time, improve productivity, and confidently serve your clients throughout the tax season.

READY TO POWER YOUR TAX OFFICE?

GET A LIVE SOFTWARE DEMO TODAY

Discover how TaxPro HQ Desktop can help you streamline operations, improve efficiency, and support your business as it continues to grow.

GET A DEMO TODAY Secure technology. Professional support. Built for your growth.

Your tax business starts here. Professional tax software, ERO solutions, Service Bureau programs, training, compliance, CRM automation, and business tools to help you grow beyond tax season.

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