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Advance’s

TaxShield Software is proud to announce our newest product! Holiday Tax Advance’s in December, up to $500 for all your clients! Advance’s are based on customer retention. All you need to qualify for this product is at least 2 years of customer data. Taxshield Software Also gives you the power to process your own Tax advance using your own money, your own way, when you want, where you want!

  • Up to $500 In December
  • Automated Collection
  • Set Criteria
  • Integrated Tax Software
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Call Tracking

Use TaxShield software to track all your calls! knowing exactly how much your marketing efforts translate to dollar and cents is crucial in the tax industry; you don’t have much time!

  • Toll Free or Local Numbers
  • Listen-in to all calls
  • Track each call
  • Marketing Report
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Tracking
Referral

Referral

We built a platform that helps thousands of office’s grow in a declining market. You have to find your nitch, and here it is! Taxshield provides you with the money, and the know-how, on how to run a successful referral program that’s guaranteed to increase your bottom line. Turn your existing customers into a marketing machine using TSS.

  • Printed Referrals
  • Up to $50/Client available
  • Text notification integrated
  • Refferal program reporting
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Text Message

We’ve created the perfect way to communicate with your clients. You can choose to contact all your clients at the same time or perhaps just a one-on-one conversation.

  • Mass Text
  • One on one text portal
  • Dated Text messages
  • API integrations
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Test Message
Credit Card

Credit Card Payment

Accept credit card payments for all your clients that want to pay upfront. Easy to use and Stripe Verified.

  • User friendly Platform
  • Pay as you go
  • Invoice creation
  • No extra Equipment
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Let’s get started!

Everything you need to jumpstart your season, all in one simple platform.

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