TAX SERVICE BUREAU MANAGEMENT SOFTWARE
TaxxFlow: Stop Wasting Time Processing Bank Spreadsheets
Are you looking to grow your tax service bureau and thinking…
“Wow, we spend a crazy amount of time figuring out what each preparer is owed each week!”
?
You’re not alone. Tax filing reports from the banks that support the industry are complicated and time-consuming…without Taxx Flow.
Sign UpAccurate
No more burning eyeballs and fat-fingered entries causing hurt feelings and unnecessary communication. Taxx Flow makes your weekly calculations for you.
Efficient
Just upload your bank spreadsheets each week and hit “Process.” That’s it. Your can who is owed what in seconds and each preparer knows what they’re owed, too.
Transformative
With your weekly reporting on autopilot, you can get back to providing fantastic service and growing your tax preparation business.
Getting Started Is Simple
Taxx Flow supports all the major banks. Just let us know where you process returns and we’ll get you set up for success.
As a Business Owner, How Would You Like to Spend Your Time?
The choice is yours. Taxx Flow helps you take control of your tax preparation business.
Putting Out Fires?
Without Taxx Flow, business owners spend their time double checking complex calculations and still getting in arguments about who is owed what.
Growing Your Business?
With Taxx Flow, calculations and reporting happen automatically, so you can focus on growing your business and serving your community.
How Taxx Flow Works
Make tax office administration simple.
STEP 1
Get Set Up
For serious tax professionals, getting set up is simple.
Yes, we vet you and you have to keep a valid card on file.
STEP 2
Download > Upload
Each week, download your bank spreadsheets and then upload them to Taxx Flow. The system calculates who is owed what for both office owner and preparers.
STEP 3
Celebrate
With wasted admin time and unnecesary communication eliminated, you can get back to doing what you love. Grow your business, have some fun. You decide!