WE ARE THE #1 CHOICE FOR FREE TAX SOFTWARE FOR INDEPENDENT TAX PROS

We are dedicated to providing you with excellent service. We offer free software to all tax professionals and are proud to be considered leaders in our space due to our free software access, amazing support, caring client services team, and valuable resources.

ONE EXCEPTIONAL PACKAGE FOR ALL CLIENTS

WHEN YOU PARTNER WITH RISE TAX PRO - YOU GET FULL ACCESS TOO OUR ENTIRE PROGRAM

RISE TAX PRO INDUSTRY- LEADING TAX SOFTWARE: With Rise Tax Pro, you can prepare and e-file individual tax returns on multiple devices from anywhere your business takes you. Our easy-to-use interface and intuitive menus make the process smooth and efficient.

EFIN/ PTIN ASSISTANCE: Get expert guidance to obtain your EFIN and PTIN. We help you navigate the process so you can legally prepare and e-file tax returns without hassle.

COMPREHENSIVE TAX BUSINESS PLAYBOOK: Access our detailed playbook, packed with strategies and insights to help you build and run a successful tax preparation business.

EXTENSIVE 1-1 ONBOARDING CALL: During our 1-1 onboarding call, we’ll help you set up your team, whether you’re a solo preparer or have a large crew. Our software supports an unlimited number of tax preparers.

DEDICATED BUSINESS COACH: Work with a dedicated business coach who will help you streamline operations. Our software enables you to get client signatures electronically, storing them securely within the cloud-based system.

WEEKLY COACHING CALLS: Participate in weekly coaching calls to refine your skills and grow your business. With Rise Tax Pro Software, you can prepare and file unlimited tax returns without worrying about per-return fees.

PROVEN TAX PRO MARKETING STRATEGY: Implement our proven marketing strategies using your branded mobile app. The app allows clients to securely share tax information and communicate with you in real-time.

SOFTWARE UPGRADES: Enjoy regular software upgrades that keep you equipped with the latest tools and features, ensuring your business remains at the cutting edge.

ERO & PTIN REBATES: Benefit from our rebate programs designed specifically for ERO and PTIN holders, helping you maximize your earnings and minimize costs.

FREE INCENTIVES: Enjoy a range of free incentives designed to help you grow your business, all included with your Rise Tax Pro Software subscription.

SOFTWARE PROVIDED BY RISE TAX PRO

OUR TAX SOFTWARE IS VERY EASY USE - CHECK OUT SOME OF THE COOL FEATURES

POWERED BY TAXSLAYER PRO

CLOUD - BASED TAX PREPARATION SOFTWARE

PREPARE TAXES FROM ANY DEVICE WITH AN INTERNET CONNECTION: Our Software allows you to prepare and e-file individual tax returns on multiple devices from anywhere your business takes you with the easy-to-use interface and intuitive menus.

TAXESTOGO ™ MOBILE APP: Your branded mobile app allows you to reach more clients and prepare tax returns in less time. It allows your clients to safely and securely share tax information with you. You can also chat with your clients in real time from within the app.

PREPARE UNLIMITED TAX RETURNS: Enjoy no limit to the number of tax returns that can be prepared and filed with your Rise Tax Pro software. We don't charge you per return, so you don't feel limited and can continue to grow your business.

ADD UNLIMITED USERS (TAX PREPARERS): Grow your team by adding an unlimited amount of tax preparers. It does not matter if you are a solo tax preparer or if you have a large team. Our software can work wonders for your tax office.

DIGITAL SIGNATURES INSIDE THE SOFTWARE: Get your clients' signatures electronically through the software. There is no need for a separate service to obtain signatures. All forms can be signed and stored within the cloud-based tax software.

ABOUT OUR COMPANY

FOLLOW THESE 8 EASY STEPS TO GET ACCESS TO SOFTWARE AND SUPPORT:

Our Company: Rise Tax Pro is a trusted provider offering reliable, professional tax software for free. We serve tax professionals with top-quality service and resources, passing on substantial savings by acquiring software in bulk, ensuring low fees. Our software offers the freedom to operate your own tax business, supported by a robust team ready to assist with any questions or issues. Our goal is to make your tax preparation process efficient and cost-effective with dependable software and outstanding service.

OUR TEAM: Our dedicated team is here to support you. Our 10-member Technical Support Staff addresses your technical needs, while our 4 Client Services tax professionals answer your tax questions. Our marketing coordinator implements effective strategies, and our 5 business coaches offer direct support. The administrative team, along with 2 Enrolled Agents, ensures thorough tax return reviews and compliance. Led by our committed CEO, we are dedicated to providing excellent service and ensuring your success.

OUR FIVE PILLARS OF SERVICE: Our commitment to exceptional service is built on five pillars: reliable tax software for smooth operations, prompt assistance for technical and service needs, valuable resources including access to comprehensive training and expert guidance, respectful and professional interactions, and transparency in all communication. These pillars ensure your success and satisfaction with our software.

BEST PRACTICES: We prioritize clear fee disclosure and easy bank product integration. Our support team is always ready to assist. We ensure secure access to your client data and protect your login credentials, maintaining strict privacy standards. Respectful, professional interactions and adherence to our terms of service ensure smooth operations. Following these best practices guarantees a secure, efficient, and professional experience.

HOW DO YOU GET STARTED?

FOLLOW THESE SIMPLE STEPS TO GET ACCESS

STEP 1: WATCH A SHORT WELCOME VIDEO TO UNDERSTAND OUR SERVICES

Start by watching our brief welcome video. This will give you an overview of our services and explain how Rise Tax Pro Software can benefit your tax business.

STEP 2: CREATE YOUR TAX SOFTWARE ACCOUNT

Next, complete the software request form below with your information. Once submitted, you will receive your software credentials within a few hours, allowing you to set up your account.

STEP 3: GET IMMEDIATE ACCESS TO RISE TAX PRO RESOURCES

After setting up your account, you will gain immediate access to the training resources in your back office. These materials are designed to help you fully utilize and benefit from your new software.

STEP 4: GET CONNECTED WITH YOUR BUSINESS COACH

Finally, connect with your business coach for a 1-on-1 guided session. This session will ensure you’re fully prepared to use all the features of the platform and set your business up for success.

FREQUENTLY ASKED QUESTIONS

WHY IS THE SOFTWARE FREE?

Rise Tax Pro made a substantial investment in software about 5 years ago and has unlimited software licenses. We aim to be a valuable and ethical resource for tax preparers by providing access to affordable, low-cost tax software. This allows you to reduce your startup budget and allocate funds to other areas of your business.

FAQ image

WHAT ARE THE SOFTWARE FEES?

As you know, there are always fees associated with software, even when you purchase software directly.

We aim to keep our fees competitively lower than those of other third-party software providers.

Here is a detailed breakdown of Rise Tax Pro's software fees:

EFIN Holders

Service Bureau Fee: $0

Transmission Fee: $36

Technology Fee: $18

PTIN Holders

Service Bureau Fee: $30

Transmission Fee: $36

Technology Fee: $18

At Rise Tax Pro, we do uphold truth in advertising. We do not charge any additional fees beyond what is outlined here and, in our terms, and conditions. As the owner of your tax software license, you are able to add additional fees to your software. As an ERO, you have the option to add service bureau fees if you decide.

Please note: All bank fees are separate from any software fees.

FAQ image

WHICH REFUND BANKS DO YOU USE?

We are partnered with Refund Advantage and TPG (Santa Barbara) for bank products.

FAQ image

DO YOU OFFER TRAINING?

Tax training is available through our resource center inside our tax pro portal. While we offer live training sessions outside of our weekly coaching calls, there may be an additional fee for these sessions. However, there is no fee for our live software coaching calls. We aim to provide as much value to our software users as possible and keep our fees as low as possible so that you can use these funds toward marketing your tax business. However, there are times when you can expect to invest in your business and education to receive specialized knowledge and/or services.

FAQ image

WHAT WILL MY BUSINESS COACH ASSIST ME WITH?

Your business coach will help you execute the Rise Tax Pro Framework in your tax business for success. You will work one-on-one with your coach, who will offer support and guidance tailored to your business needs.

FAQ image

DOES RISE TAX PRO REQUIRE YOU TO SIGN A CONTRACT?

We do not require our users to sign any long-term contracts. However, we do ask that you acknowledge receipt of our terms and conditions, which requires a signature. There is no time frame or return volume requirements associated with the terms and conditions. Our focus is on providing exceptional service so that clients are inclined to use our service year after year.

FAQ image

DO YOU OFFER TECHNICAL SUPPORT?

Yes, we offer technical support to our clients. Our fully staffed technical support team is ready to assist you whenever you need technical assistance.

FAQ image

DO YOU OFFER SUPPORT OTHER THAN TECHNICAL SUPPORT?

Yes, our client services team consists of skilled tax professionals prepared to help you. Additionally, you have access to your business coach for any further assistance.

FAQ image

DO I NEED AN EFIN TO USE THE SOFTWARE?

 An EFIN is not required; you only need an active PTIN to utilize the software platform. However, if you are able to obtain an EFIN, we encourage you to do so by visiting IRS.gov. If you need assistance with the EFIN process, we offer EFIN workshops that you can take advantage of as a software user. 

FAQ image

DO YOU OFFER MARKETING SUPPORT?

Yes, we offer marketing support to our clients.

FAQ image

ARE RESULTS GUARANTEED?

Results are not guaranteed, but clients who follow the Rise Tax Pro Framework have seen success in their businesses.

FAQ image

HOW DO I GET SET UP WITH BANK PRODUCTS?

Our team will help you set up bank products, including assistance with getting check stock, debit cards, advertisements, and approval to offer cash advances. We will also help you understand how bank products work for your business.

FAQ image

ARE YOUR TERMS AND CONDITIONS AVAILABLE?

Our terms and conditions are located on our website, and we invite you to review them. Most questions can be answered by reviewing our website, terms and conditions, or via chat. If you have additional questions, you can contact our support team at [email protected] or via our contact form on the website.

FAQ image

The training modules are comprehensive and easy to follow, helping me stay up to date with the latest tax laws and regulations. Moreover, the support team at Rise Tax Pro is always available to answer any questions or concerns I have promptly.

Teresa Gunsby

Rise Tax Pro has truly transformed my tax preparation business. The software is intuitive and user-friendly, making tax filing a breeze. What sets Rise Tax Pro apart is not only the software itself but also the exceptional tax training and support provided.

KaTerika Spears

Thanks to Rise Tax Pro, I've been able to streamline my workflow and provide better service to my clients. I highly recommend it to any tax professional looking to elevate their practice.

Rod Hill

GET IN TOUCH

6220 Westpark Dr suite 149 c 1017, Houston, TX 77057, USA