The Tax Lab Software gives tax professionals and aspiring service bureau owners the software, training, and back-end support to grow a real client base and network — while you keep control of your own tax preparation fees.
Software, training, systems, and support designed around the real needs of working tax professionals and growing tax offices.
I built the exact system I needed as I grew my own office. Now I'm handing it to you — software, training, systems, and the support behind it.
Andrea Wilson • Founder, The Tax Lab Software
Software built for filing one return at a time — not for running or growing a preparer network.
No clear path from “I file returns” to “I own a service bureau” — just guesswork and forum advice.
Getting stuck on PTIN, EFIN, and compliance paperwork with no one to walk you through it.
Giving up a cut of every fee to a platform instead of keeping what you actually earn.
No long onboarding maze — most partners are set up and trained within days.
Choose the level that matches where you are today and lock in your spot.
Sign your service agreement and your account is activated on our end.
Complete a short setup form and receive your software login and setup instructions.
Access training and the partner community, then start taking clients under your own brand.
Start where you are. Move up as your business grows — from your first season to running your own service bureau.
First season. Software, training, and a preparer to call when a return gets strange.
No PTIN NeededYou've filed a season. Now you're building a client book and need it organized.
PTIN RequiredSteady volume, maybe a second preparer. Adds team seats and reporting.
PTIN RequiredYour own EFIN, your own login, bank products under your own name.
EFIN RequiredYou host and support other preparers. Transmitter tools and downline reporting.
Bureau AgreementEvery level includes real training and real support — not a login and a PDF.
Step-by-step software training so you're confident before your first return, not figuring it out live with a client.
Tax law updates & compliance guidance so you're never filing on outdated rules.
Service bureau coaching for partners building toward hosting their own downline of preparers.
Team-building & recruiting strategy for growing beyond a solo operation.
Branding support to help you present your business under your own name, not ours.
Proven marketing playbooks for finding and keeping clients season after season.
Weekly live Zoom trainings so you're never stuck waiting on an email reply.
A partner community of other preparers building the same kind of business you are.
Our ERO support team is there for the parts of this business that software alone doesn't solve.
Access bank-product options designed to support tax professionals, improve the client experience, and give your office more flexibility during tax season.
Bank product processing options designed for tax professionals, including refund disbursement solutions and additional client financial-service options.
Tax-related financial products and refund disbursement solutions designed to support professional tax preparation offices during filing season.
Get clear on how the levels work, what credentials you'll need, and what happens as your tax business grows.
Pick the level that matches where you are today and get the software, training, systems, and support you need to start building under your own brand.