Are you ready to file your client’s taxes quickly and efficiently?

"Tax Mindset"

Professional Tax Software

Unlock the Magic of Tax Mindset: Turbocharge Your Professional Tax Software!

Our professional tax software offers a comprehensive suite of features, meticulously designed to simplify and accelerate your workflow. With advanced calculations, robust form libraries, and intuitive interfaces, you can handle even the most complex tax scenarios with ease and confidence.

Ready To Elevate Your Tax Prep Game?

Who Can Benefit from This Package?

Perfect Match For:

ERO’s ready for a change
Tax Preparers looking for a reduction in fees
ERO’s and Tax Professionals looking for a new professional tax software provider
Tax offices looking to add additional streams of income to their office
Experienced Tax Professionals

Unlock the Benefits of Our Professional Tax Software

Secure & Streamline Your Tax Returns with Pro Software
Access to bank products to help streamline your tax filing process
Provide Tax advances/loans to your clients
Enjoy greater accuracy and fewer errors with professional tax software
Receive Tax Prep Fees directly from the client’s refund
Comprehensive Customer Reports
Tax return can be submitted without entering the prior year AGI
Stay on top of tax updates
Amend returns with a few simple steps
Enhance Security Measures
Improve System Efficiency

Embrace The Future of Tax Preparation With Our State-of-the-Art Software.

Don't Settle for Less! Elevate Your Experience with this Essential Software

Your Duties

You set your own customer pricing
You set your own service bureau fees
Set up unlimited Sub Offices
The software ensures automated accuracy, eliminating manual errors and safeguarding against IRS audits.
No Split Fees
Hire a team of work solo
Tax Mindset is accessible via laptop, desktop, tablet and phone

Maximize Your Returns with ITC Pro Tax Solutions',

"Tax Mindset Professional Tax Software"

Your Path to Financial Confidence

Intuitive Features

Tax Mindset Professional Tax Software has intuitive features and step-by-step guidance for tax preparation.
The software auto-populates forms and provides real-time updates on deductions and credits.
It continuously refreshes with government regulation changes through automated updates.
The user interface is easy to navigate, making filing taxes hassle-free.
The software ensures automated accuracy, eliminating manual errors and safeguarding against IRS audits.

Importance of Professional Tax Software

Tax software is important for ensuring customers pay tax fees
Time and Efficiency
Expanded Service Offerings
Accuracy and Compliance
Professionals and business owners need a reliable way to manage clients' tax returns
Updated Tax Laws and Regulations
Electronic Filing and Workflow Integration
Tax software can also help offer tax loans and advances during tax season
Support and Resources

Are You Tired of Paying High Fees?

What Do you Get?

Are you tired of customers not paying tax fees because you are not using the appropriate tax software?
Are you a professional or business owner looking for an easy and reliable way to manage your clients tax returns?
Want to offer tax tax loans and advances during the tax season?

Unlock Your Savings Potential Today!

$997 Value: Professional Tax Software with Walk through (Web Based)
Unlimited E-filing for Federal and all States
$997 Value: 60 Minute 1:1 Business Coaching Session
$1997 Value: Corporate Tax Software
(File 1120, 1120S, 1065, 1041, 990 etc.)

$997 Value: Mobile App and Secure Client Portal
$297 Value: 20 Hour IRS Approved AFSP Countinuing Education

Bonus for signing up today

$297 Value: 20 Hour IRS Approved AFSP Countinuing Education
$297 Value: Editable Social Media Template Package
Just Plug in your logo and go, FB, IG, Linked In, Letterhead and Business Card templates

$197 Value: Contract Templates
Ensure you and the customer hold your end of the bargain
$97 Value: Forms Templates
Intake forms to onboard your clients for different scenarios

$197 Value: Five Day E-Mail drip campaign template
5 days worth of Welcome emails used to nurture individuals new to your email list. The emails will get them familiar with your products and services.
$97 Value: Due Diligence Questionnaire Template

EXTRAS

Unlimited Sub Offices
Over 50% off on additional licenses
Software Sales Scripts
EFIN Assistance
and more...

FAQ's

How do I purchase “Tax Mindset” Software?

Click the “SIGN UP” link today to get started

How much does it cost to purchase “Tax Mindset”?

Are there any split fees involved?

NO, We Never Charge A Split Fee. You get to keep 100% of your Preparer Fee.

What tax banks do you work with?

Refund Advantage, Santa Barbara TPG and Republic Bank

Can I prepare Corporate Taxes or just regular 1040’s only?

YES, You and your employees/contractors can prepare and submit both, annual 1040 tax returns and regular schedules for Corporate income tax returns, and all schedules for them. Corporate taxes consist of 1065, 1120, 1120S, 990's etc.

Do you have a desktop version?

No, We only offer a web based tax software at this time.

Can I access your software from a tablet?

Yes, our web based software is accessible via computer, laptop, tablet and cell phone

How can you differentiate your Tax Software from the competition?

Our tax software stands out from the competition in several ways. First, our software is designed to be user-friendly and intuitive. We understand that filing taxes can be a stressful time for many people, so we have made sure that our software is easy to navigate and understand.

Our software is updated regularly with the latest tax laws and regulations, so users know they are always filing their taxes correctly and compliantly. We offer Custom Branded software We offer multi year discounts

What is an ERO (Electronic Return Originator)?

The Electronic Return Originator (ERO) is the Authorized IRS e-file Provider who originates the electronic submission of a return to the IRS. The ERO is usually the first point of contact for most taxpayers filing a return using IRS e-file.

What is a Tax Software license?

A Tax Software license is a type of software license that allows the user to access and use a tax preparation program. This type of software is typically used by individuals, businesses, and other organizations to calculate taxes owed or refunds due. The license grants the user the right to install and use the software for a specified period of time, usually one year. It also helps ensure that users are compliant with all applicable tax laws and regulations

How many employees/contractors can I add to my software?

EFIN holders can add an unlimited number of employees/contractors to their software

Can I use the software at multiple locations?

Yes

How many employees/contractors can I add?

You can have add an unlimited amount of employees/contractors to your software

Do you offer assistance with obtaining an EFIN?

YES, we offer assistance with obtaining an EFIN

What is IRS Approved Education?

Our IRS approved education program is offered by a third party vendor. We will set you up with access to their portal. You then log in with your username and password, watch and follow along in the automated class then take the multiple choice quiz. Upon passing the 3rd party company then submits your passing results to us and the IRS where when it will be attached to your PTIN number and you will be listed in the IRS portal as a preparer that completed the Annual Federal Tax Refresher Course.

What is the Annual Federal Tax Refresher (AFTR)?

A six-hour course accompanied by a timed, 100-question knowledge-based, multiple choice comprehension test. The quizzes are timed but you can retake as many times as you need to in order to pass. Once you have passed the test you will receive a “Record of Completion”. There is an option on the IRS website to make your passing of the exam public. That way customers can look you up and verify that you are a credentialed tax preparer.

When can I take the Annual Federal Tax Refresher?

Dates run from June 1 through Dec 31 in order to get credit for that year.

Can my software be branded with my logo?

Yes, After you have purchased our software be sure to ask about customer branding during your onboarding call.