WELCOME TO ESSENTIALS TAX SOFTWARE & SOLUTIONS
The Essential Tool for
Tax Pros Who Want to...
EARN MORE & DO LESS.
Welcome to the Future of Tax Prep.
Whether you're a solo preparer or building your own team, Essentials Tax Software gives you the power, flexibility, and support you need to run a profitable, efficient, and professional tax business.
No fluff. Just essentials.
WHAT WE OFFER
Why Tax Pros Choose Essentials Tax Software?
Dual Software Power
Get access to two different leading software options — select the platform that fits your needs or offer both to your team.
Bank Product Ready
Offer refund advances, get paid up front, and give your clients options they’ll love.
Multi-User Friendly
Build your team, add sub-preparers, and manage all activity in one secure place.
Cloud-Based Convenience
Log in from anywhere. Work remotely or in-office with ease. Perfect for in-person or virtual tax businesses.
EFIN & Back Office Setup
New to the business? We help with EFIN registration, software setup, preparer onboarding, and more.
Branded Software & Service Bureau Setup
Want to run your own tax software company? We’ve got you. Become a Service Bureau and get branded, private-labeled software to build your own income stream.
Built-In Due Diligence Tools
IRS compliance is a breeze. Automated checklists help protect your business with every return.
Bilingual Client Portals
Serve English and Spanish-speaking clients confidently with secure digital tools.
Industry-Leading Support
Get real human help when you need it. We offer onboarding, tech support, and EFIN setup guidance.
E-LEARNING
Popular Lessons
Secret of Successful Teamwork
Management
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Branding
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Secret of Successful Teamwork
Management
12 Lessons
271 Reviews
6 Weeks
Our Team
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Testimonials
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Office: 839 E MARKET ST STE 100-A, AKRON OHIO 44305
Call: (234) 239-9399
Email: [email protected]
Site: https://essentialstax.com/home