Tax Software & Service Bureau
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TaxSlayer Pro & OLT Pro.
Choose from two trusted tax software solutions designed to help streamline operations, improve efficiency, and support the growth of your tax business. Whether you prefer the flexibility of cloud-based tax preparation or the power of desktop software, both platforms provide robust tax preparation tools, integrated bank products, secure e-filing, and dedicated technical support. White-labeled under your firm, you can strengthen your brand while delivering a professional experience to your clients. Combined with self-paced online training, ongoing support, and business growth resources, you'll have the tools and guidance needed to launch, manage, and scale a successful tax business.
TaxSlayer Pro
Unlimited 1040 federal, state, and local returns in all 50 states.
Unlimited support in English and Spanish at no extra cost
Individual & Business Returns are cloud-based.
Corporate Returns are desktop-based. 1120, 1120S, 1065, 1041, 990, 706, 709, 2290 and more.
TaxesToGo® mobile app & client portal for paperless intake.
Securely access your software from any desktop, laptop, tablet, Chromebook, or smartphone.
Free unlimited e-filing with all states included.
White-Label Branding
Your Name Here
Fully white-labeled with your firm's branding.
OLT Pro
Unlimited cloud-based returns in all 50 states
Securely access your software from any desktop, laptop, tablet, Chromebook, or smartphone.
Automatic software updates and e-file acknowledgments.
Multi-user setup with no computer networking required.
Individual 1040/1040-NR plus 1120, 1120S, 1065, 1041, 990, 706, 709, 2290 and more.
TaxesToGo® mobile app & client portal for paperless intake.
Document Manager, Taxpayer Portal, e-Signature & K-1 Import.
Free e-filing and free customer support included.
White-Label Branding
Your Name Here
Fully white-labeled with your firm's branding.
IRS-Grade Security
SOC-compliant infrastructure, end-to-end encryption, multi-factor authentication (MFA), and advanced data protection to help keep your clients' information secure.
Multi-Office & Multi-User Management
Easily manage multiple locations, preparers, and office staff from a single platform with role-based access and centralized oversight.
Lightning-Fast E-File Processing
Direct IRS and state acknowledgements, real-time return tracking, and unlimited electronic submissions to keep your workflow moving.
Integrated Bank Products
Seamlessly connected with leading refund banks, including Santa Barbara Tax Products Group (TPG)
and Refund Advantage.
Cloud-Based Flexibility
Prepare individual and business tax returns securely from virtually any device with internet access.
Work From Anywhere
Access your office from your desktop, laptop, tablet, Chromebook, or smartphone.
Powerful Reporting & Analytics
Track production, monitor performance, and gain valuable insights to help grow your tax business.
Service Bureau Ready
Built-in tools to help you recruit preparers, manage your network, and scale your Service Bureau operation.
Built for Growth
Whether you're a solo preparer or managing a large team, the platform is designed to grow with your business.
Comprehensive Support & Training
Access expert support, onboarding assistance, and training resources to help maximize your success.
Professional Tax Preparation Tools
Robust features for individual, business, and corporate tax preparation designed to improve efficiency and accuracy.
White-Label Branding
Customize the platform with your own branding to create a professional, seamless experience for your clients and preparers.
Partner With Us Today!
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S&E Tax Solutions
Success & Empowerment.
Everything you need to launch, grow, and scale your tax business
— software, CRM, AI tools, virtual assistants, and
Service Bureau opportunities
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