BUILD YOUR TAX TEAM WITH RISE TAX PRO SOFTWARE
Elevate your tax business with Rise Tax Pro software powered by TaxSlayer Pro®. Discover the perfect fit to help grow your tax business today and get started for free!
ALL-IN-ONE PACKAGE
✅ RISE TAX PRO INDUSTRY- LEADING TAX SOFTWARE:
With Rise Tax Pro, you can prepare and e-file individual tax returns on multiple devices, no matter where your business takes you. Our user-friendly interface and intuitive menus make tax preparation smooth and efficient, allowing you to focus on providing excellent service to your clients.
✅ INTEGRATED BANK PRODUCTS:
Seamlessly integrate bank products with your tax preparation services using Rise Tax Pro. Our software supports Refund Transfer Bank Products, allowing your clients to receive their refunds quickly and securely. Enhance your service offerings with the convenience and efficiency of integrated financial products.
✅ TOP -TIER TAX PREPARATION SUPPORT:
Enhance your client experience with top-tier tax preparation support, including a branded mobile app that allows clients to securely share tax information and chat with you in real-time. Implement proven marketing strategies to boost engagement and satisfaction.
✅ TECHNICAL SUPPORT:
Our dedicated technical support team is ready to assist you with any software-related issues. From troubleshooting to ensuring smooth operation, we provide reliable support to keep your business running efficiently and effectively.
✅ MARKETING SUPPORT:
Utilize our marketing support services to drive business growth. Implement effective strategies and use your branded mobile app to attract and retain clients. Securely share tax information and communicate with clients in real-time, making interactions seamless.
✅ GROUP COACHING INCLUDED:
Participate in our engaging group coaching sessions to refine your skills and expand your business knowledge. Learn from industry experts and peers, gaining valuable insights to enhance your tax preparation services and drive your business forward.
✅ DEDICATED BUSINESS COACH:
Benefit from personalized guidance with a dedicated business coach who will help you streamline operations and achieve your business goals. Receive expert support tailored to your unique needs, maximizing the benefits of Rise Tax Pro.
✅ ERO & PTIN REBATES:
Take advantage of exclusive rebate programs for ERO and PTIN holders. Maximize your earnings and minimize costs with financial incentives designed to support and grow your tax preparation business
✅ FREE INCENTIVES:
Enjoy an array of free incentives designed to help you succeed. With your Rise Tax Pro Software subscription, access valuable resources and benefits that enhance your services and drive business growth, all at no extra cost.
Embrace the full power of Rise Tax Pro and transform your tax preparation business with our exceptional, all-in-one package. Let's make tax season your best season yet!
OUR SOFTWARE
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.
✅SIMPLE NAVIGATION: 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.
✅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.
✅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.
✅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.
ABOUT US
✅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.
✅ DEDICATION TO SERVICE: Our dedicated team is here to support you every step of the way. Our expert Technical Support Staff ensures seamless software operation, while our Client Services professionals promptly address your tax-related questions. Our marketing coordinator develops effective strategies to help grow your business, and our experienced business coaches offer personalized guidance. Additionally, our administrative team, including skilled Enrolled Agents, ensures thorough tax return reviews and compliance. Led by our committed CEO, we are dedicated to delivering exceptional service and ensuring your success.
✅ FIVE POINTS 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?
✅
STEP 1: WATCH A SHORT WELCOME VIDEO TO UNDERSTAND OUR PROGRAM
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
WHAT IS INCLUDED IN THE COMPLETE PROGRAM?
The full program with Rise Tax Pro offers a comprehensive set of features to elevate your tax preparation business. Our industry-leading tax software allows you to prepare and e-file returns on multiple devices with a user-friendly interface. Integrated bank products enable quick and secure client refunds, while a branded mobile app facilitates secure tax information sharing and real-time communication.
You get dedicated technical support, effective marketing strategies to grow your business, and engaging group coaching sessions to refine your skills. Personalized guidance from a dedicated business coach helps streamline operations and achieve your goals. Benefit from exclusive ERO and PTIN rebate programs and a range of free incentives to enhance your services and drive business growth. Embrace Rise Tax Pro’s all-in-one package to transform your tax preparation business.
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.
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.
WHICH REFUND BANKS DO YOU USE?
We are partnered with Refund Advantage and TPG (Santa Barbara) for bank products.
HOW DO I SIGN UP TO GET SOFTWARE?
You can get started by clicking on the get started button. Completeing the onboarding forn
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.
WHAT ARE COACHING CALLS?
We offer a comprehensive range of coaching calls scheduled on specific days of the week at designated times. These weekly calls cover dedicated coaching, software training, tax preparation support, marketing strategy & support and business operations, providing real-time support to ensure you get the help you need when you need it. Additionally, we offer robust support services to ensure you have all the resources necessary for success.
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.
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.
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.
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.
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.
DO YOU OFFER MARKETING SUPPORT?
Yes, we offer marketing support to our clients.
ARE RESULTS GUARANTEED?
Results are not guaranteed, but clients who follow the Rise Tax Pro Framework have seen success in their businesses.
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.
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.
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
