Rise Tax Pro Software Solutions
Your Software. Your CRM. Your Training. Your Coaching. Your Support System. Your Tax Business Built the Right Way.
Rise Tax Pro gives you the software, CRM, training, and ongoing support you need to launch, run, and grow a compliant, profitable tax business with confidence—while keeping full ownership of your brand and success.
Our Banking Partners
Our Approach
Explore What Rise Tax Pro Brings to Your Business
We offer a range of software solutions tailored for tax professionals, rooted in our fundamental principles: Product Excellence, Streamlined Processes, and Unwavering Value Commitment.
01.
The System
Our all-in-one system is built for tax professionals who want independence and structure. Rise Tax Pro blends modern tax technology, software, CRM automations, onboarding, and essential business tools into one intelligent platform that evolves every year. We don’t just update — we innovate. Excellence isn’t our goal; it’s the baseline.
02.
The Process
We built a proven, duplicatable process so you never have to guess your next step. From onboarding to client workflow to scaling your business, our guided system walks you through everything with clarity and confidence. Tax pros trust our process season after season because it’s smooth, reliable, and built for real-world success.
03.
The Value
The Rise Tax Pro ecosystem delivers value far beyond software access. Every piece — the platform, CRM, training, resources, and business systems — is designed to help you grow faster, operate smarter, and build a sustainable tax business. We’re not just another provider.
We’re your partner in long-term success.
04.
Coaching & Support
You’re never building alone. Rise Tax Pro gives you the coaching, mentorship, and real support you need to confidently run and grow your business. From expert guidance to strategic coaching to hands-on help when you need it most, we make sure you always have someone in your corner. Your success has a support system.
Professional Tax Software
We provide two powerful software solutions designed to meet the diverse needs of tax professionals: Rise Tax Pro Online and Rise Tax Pro Desktop.
Whether you need the flexibility of a cloud-based platform you can access from anywhere or the stability of a desktop system that runs directly on your computer, we’ve got the ideal solution for your workflow.
Tax Online
A Complete Online Solution 24/7 Access.
Rise Tax Pro Online makes it simple to prepare and e-file individual tax returns from any device. The platform includes free federal and state e-filing, broad support for state and local taxes, and dependable technical assistance whenever you need it.
You’ll also benefit from an integrated, custom-built CRM packed with powerful features designed to streamline your workflow, manage clients efficiently, and support the long-term growth of your tax business.
Tax Desktop
Professional Tax Software Trusted since 1989
Rise Tax Pro Desktop delivers the speed, accuracy, and stability needed for high-volume tax environments. Designed for teams focused on fast and precise results, it remains one of the most reliable and trusted desktop tax solutions in the industry.
This robust platform provides consistent performance year after year, making it a dependable choice for established tax professionals looking for software that supports efficiency, productivity, and long-term business success.
What We Offer
Our Features
We offer the most unique sets of features you’ll find in the tax industry—and we really mean it!
Take a look for yourself.
Automated-Referrals
Leverage your existing client base to drive powerful growth this tax season with Rise Tax Pro. Our platform includes one of the industry’s only fully integrated, funded automated-referral systemsdesigned to help you expand effortlessly.
You choose the incentive amount, and we take care of the funding. No spreadsheets, no manual tracking, and no wasted time. Easily send affiliate links to your clients, receive referral payouts via direct deposit, and streamline the entire referral process. Growing your tax business has never been this simple.
Direct Deposit Up to $100 Text Notification Paid On Acknowledgement
One Tap Zoom Support
Introducing our new Zoom support channels for both Sales and Support at Rise Tax Pro! Connect with our team instantly and get your questions answered in real time. Whether you need product guidance or general assistance, our specialists are ready to help.
Experience fast, seamless communication and exceptional support by joining our Zoom channels today. Try it out and see how easy it is to get the help you need right when you need it.
Direct Access Real-Time Support Instant Connection Personalized Assistance
Mobile Link
Rise Tax Pro provides a seamless solution for remotely filing tax returns with your clients. Our Mobile Link is more than just a mobile app it’s fully integrated into your CRM for effortless access.
Simply create and send a link directly from your CRM account, with no need for clients to download extra apps or provide additional information. Once submitted, the tax return is automatically generated in your tax software and added to your CRM’s Leads system, streamlining your workflow and keeping everything organized in one place.
✅ No App Download
✅ Text Enabled
✅ Document Upload
✅ Integrated Tax Software
Text Message
Connecting with your clients has never been easier! Rise Tax Pro offers a unified platform to manage all your client communications seamlessly. Send mass text messages or engage in personalized one-on-one conversations with ease.
Take advantage of automated messages for birthdays, holidays, and special occasions, ensuring you stay top of mind and maintain strong client relationships effortlessly.
✅ Mass Text
✅ Text Automation
✅ Text Notification
✅ API Integrations
Call Tracking
As part of our complete solutions, Rise Tax Pro offers advanced call tracking services, featuring versatile tracking numbers fully integrated into your CRM. Effortlessly route calls to any phone or office in real time.
Gain instant access to recorded inbound and outbound calls, and customize your greetings to create a professional and personalized experience for every caller.
✅ Robust Reporting
✅ Track Each Call
✅ Phone Routing
✅ Listen-in to All Calls
Screen Share
We understand how critical it is to access your computers and your team’s computers remotely at any time. Rise Tax Pro delivers a seamless solution: just request a screen share from anyone with CRM access, and once approved, you’re instantly connected.
No complicated codes or extra authentication steps are required the CRM itself handles authentication, making the screen-sharing process quick, secure, and effortless.
✅ Audio Included
✅ All CRM Accounts
✅ Access In Seconds
✅ No Extra Credentials
Flexible Pricing
Have a detailed look
Please take a comprehensive look at the features included in each pricing package.
STARTER PACKAGE
$299
- ✔️Revenue Share 70/30 | No EFIN Required
- ✔️ 1040 Software
- ✔️ All States Included
- ✔️ Online Access To Software 24/7
- ✔️ Conversions From Other Tax Programs
- ✔️ Integrated CRM
- ✔️ One-Tap Zoom Support
- ✔️ Comprehensive Reporting
- ✔️ Unlimited Number Of Users
- ✔️ Unlimited E-Filing
- ✔️ Mobile App
- ✔️ E-Signature
- ✔️ Mac Compatible
- ✔️ Funded Loyalty Advance
- ✔️ Funded Referral Platform
- ✔️ Training
- ✔️ Onboarding
- ✔️ Mass Text Message
- ✔️ Call Tracking
- ✖️ Co-Branding
- ✖️ Unlimited Software Licenses
- ✖️ Corporate Tax Software
- ✖️ Service Bureau Training
- ✖️ Service Bureau CRM
SINGLE OFFICE
$997
- ✔️ 1040 Software
- ✔️ All States Included
- ✔️ Online Access To Software 24/7
- ✔️ Conversions From Other Tax Programs
- ✔️ Integrated CRM
- ✔️ One-Tap Zoom Support
- ✔️ Comprehensive Reporting
- ✔️ Unlimited Number Of Users
- ✔️ Unlimited E-Filing
- ✔️ Mobile App
- ✔️ E-Signature
- ✔️ Mac Compatible
- ✔️ Funded Loyalty Advance
- ✔️ Funded Referral Platform
- ✔️ Training
- ✔️ Onboarding
- ✔️ Mass Text Message
- ✔️ Call Tracking
- ✖️ Co-Branding
- ✖️ Unlimited Software Licenses
- ✖️ Corporate Tax Software
- ✖️ Multi-Tier Software Access
- ✖️ Service Bureau Training
- ✖️ Service Bureau CRM
SERVICE BUREAU
$1,997
- ✔️ 1040 Software
- ✔️ All States Included
- ✔️ Online Access To Software 24/7
- ✔️ Conversions From Other Tax Programs
- ✔️ Integrated CRM
- ✔️ One-Tap Zoom Support
- ✔️ Comprehensive Reporting
- ✔️ Unlimited Number Of Users
- ✔️ Unlimited E-Filing
- ✔️ Mobile App
- ✔️ E-Signature
- ✔️ Mac Compatible
- ✔️ Funded Loyalty Advance
- ✔️ Funded Referral Platform
- ✔️ Training
- ✔️ Onboarding
- ✔️ Mass Text Message
- ✔️ Call Tracking
- ✔️ Co-Branding
- ✔️ Unlimited Software Licenses
- ✔️ Corporate Tax Software
- ✔️ Multi-Tier Software Access
- ✔️ Service Bureau Training
- ✔️ Service Bureau CRM
How It Works
A quick overview of how our process works.
1. Purchase Your Package
Choose the plan that fits your needs and complete your purchase.
2. Review & Sign Your Agreement
Quickly review the terms and sign your agreement to get started.
3. Schedule Your Onboarding Meeting
Pick a convenient time for your personalized onboarding session with our team.
4. Launch Your Tax Business
You’re ready to open and operate your tax business with confidence!
Customer Stories
Testimonials
Here’s what our clients say about us
Schedule your consultation now and discover how Rise Tax Pro can help you scale with confidence.
Looking to elevate your tax business?
Get in Touch
Give us a call, we endeavour to answer all enquiries within 24 hours on business days. We will be happy to answer your questions.
Phone
Address
Atlanta, GA 30331
Ready to Get Started?
Your email address will not be published.
Required fields are marked *