Streamline Your Workflow With Virtual Tax Pro's
User-Friendly Interface & Advanced Functionality
E-Filing Made Easy
Submit UNLIMITED tax returns electronically to the IRS and state agencies, with a fast and secure e-filing process.
Advanced reporting
Generate in-depth reports for clients with just a few clicks, providing detailed insights into their tax returns.
Multi-Office Management
Monitor and manage your multi locations with the simple click of a button to increase your efficiency.
Streamline Your Workflow With
Virtual Tax Pro's
User-Friendly Interface & Advanced Functionality
E-Filing Made Easy
Submit tax returns electronically to the IRS and state agencies, with a fast and secure e-filing process.
Advanced reporting
Generate in-depth reports for clients with just a few clicks, providing detailed insights into their tax returns.
Multi-Office Management
Monitor and manage your multi locations with the simple click of a button to increase your efficiency.
Prepare And File Anywhere, Anytime
Professional Cloud-Based Tax Preparation Software
Virtual Tax Pro cloud-based software allows you to prepare and file tax returns from any device, offering you and your clients unmatched flexibility and convenience.
Unlimited Efiling & State Returns
Multi-Year Software Access
Desktop Access for Corporate & Non Profit Returns
Interview Mode for New Preparers
Dedicated Software Support
Software Video Training w/ practice scenarios
Fast And Easy Refund Disbursement
Integration With Top Bank Products
Virtual Tax Pro integrates with leading bank products to offer your clients convenient 'no money out of pocket' tax filing options.
Clients can choose refund disbursement methods like direct deposit, prepaid cards, or checks, and also take advantage of Refund Anticipation Loans—both interest-free and interest-bearing— to give clients faster access to funds, even with IRS refund delays under the Path Act..
By offering flexibility and faster access to funds, you can enhance client satisfaction and create an additional revenue stream for your business.
Already Offering Bank Products??
We May Be Able To Put MORE Money In Your Pockets!
If you're already using bank products, there’s a good chance you're leaving money on the table...
Book a free call with us today, and we’ll review your current setup to help you find savings on transmission fees and bank charges—creating an immediate ROI for your business!
Provide Convivence To Your Customer
We're Your Mobile Tax Office Solution
Make tax prep effortless for your clients.
With Virtual Tax Pro, you’ll provide a custom-branded mobile app where clients can snap photos of their paperwork and send them directly to your software.
They can sign and upload everything from their mobile device—saving time for both you and your clients, while streamlining the entire process.
Streamline Your Workflow, Save More, and Grow Faster
All-In-One CRM & Marketing System for Tax Professionals
With our all-in-one CRM and marketing system integrated into your tax software package, you gain access to a powerful solution that consolidates client management, marketing, and communication tools into a single, easy-to-use dashboard.
Say goodbye to juggling multiple apps and subscriptions—this system helps you centralize everything from client records and appointments to email campaigns and follow-ups. Not only does this save you time and money, but it also helps you deliver a smoother, more efficient experience to your clients.
Maximize your productivity and focus on what you do best—serving your clients and growing your business.
Prepare And File Anywhere, Anytime
Cloud-Based Tax Preparation Software
Virtual Tax Pro's cloud-based software allows you to prepare and file tax returns from any device, providing flexibility and convenience to both you and your customer.
Fast And Easy Refund Disbursement
Integration With Top Bank Products
Virtual Tax Pro integrates with leading bank products to help you quickly and easily disburse refunds to clients, reducing wait times and improving client satisfaction.
Provide Convivence To Your Customer
We're Your Mobile Tax Office Solution
Make it as easy as possible for your customers to submit their paperwork. With Virtual Tax Pro you’ll get a custom branded mobile app your customers can download. They’ll be able to snap a picture of their paperwork, sign and upload it directly from their mobile device saving both you and your customer valuable time.
Streamline Your Workflow, Save More, and Grow Faster
All-In-One CRM & Marketing System for Tax Professionals
With our all-in-one CRM and marketing system integrated into your tax software package, you gain access to a powerful solution that consolidates client management, marketing, and communication tools into a single, easy-to-use dashboard.
Say goodbye to juggling multiple apps and subscriptions—this system helps you centralize everything from client records and appointments to email campaigns and follow-ups. Not only does this save you time and money, but it also helps you deliver a smoother, more efficient experience to your clients.
Maximize your productivity and focus on what you do best—serving your clients and growing your business.
Get ALL You Need To Run Your Tax Business... In Office or Virtually...Take Us For A Spin
Your All-In-One Solution For Tax Prep
Discover the full suite of powerful features in Virtual Tax Pro, designed to streamline your tax preparation process, elevate your game, and help you provide expert service to your clients.
Error Checking
Automatically preform error checks and calculations in real-time, ensuring accurate and error-free tax returns every time.
Forms & Schedules
Access over 2,000 federal and state tax forms, schedules, worksheets, and more, all in one place in our form library.
Audit Assistance
Comprehensive audit support & access to audit representation to help you and your clients navigate any potential audit issues.
Cloud Reporting
Easily manage and report on client data from anywhere, providing a streamlined workflow and improved efficiency.
Customizable Reports
Our built-in reporting tools allow you to generate custom reports for your clients, providing detailed insights into their tax returns.
Dedicated Technical Support
We're here to assist you with any questions or issues you may have, ensuring that you always have the support you need.
DIgital Tax Reference Library
Get instant access to a comprehensive tax reference library, helping you quickly find answers and stay updated on the latest tax regulations.
Virtual Tax Pro Resource Hub
Tools, trainings, additional resources, and a peer community to help you scale faster, increase profits, and add more value to your clients.
Automated Growth Systems
Leverage pre-built systems for client management, booking, referrals, reviews, and year-round client nurture—designed to automate processes, boost retention, and grow your tax business effortlessly."
