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The Most Dependable, Error Free Software in the Market.
All-in-One Tools
A Complete Suite for Tax Professionals
Elevate your tax practice with an all-in-one ecosystem built to support growth, accuracy, and efficiency. Rise Tax Pro equips you with intelligent verification tools, dynamic reporting capabilities, and an interactive virtual support hub complete with instant screen sharing. Every feature you need for a smooth, successful tax season comes bundled into one powerful, integrated platform.
Experience
Since 2008, Rise Tax Pro has been shaped by a team with more than five decades of combined industry knowledge, driving innovation and reliability across every tool we build.
Unmatched Support
With our premium virtual support system, you gain immediate access to knowledgeable specialists ready to assist you in real time—ensuring you’re never navigating challenges alone.
User-Driven Features
Features That Work for You
At Rise Tax Pro, every feature is shaped by real feedback from active tax professionals. By listening to the needs of our users, we continuously evolve our platform to help you work faster, improve accuracy, and grow your business with confidence.
Import Client Data
Simplify data collection with a secure mobile link that lets clients upload documents and key information directly into your software. Eliminate repetitive data entry and reduce errors while keeping every document neatly archived for quick access and review.
Bank Product Efficiency
Waiting for bank product updates is a thing of the past. Rise Tax Pro maintains strong partnerships with leading processing banks, ensuring near-instant communication with bank servers. Disbursement details and status updates reach you quickly and reliably.
Customizable Reporting
Gain deeper visibility into your tax operations with powerful, customizable reporting tools. Choose from a wide range of filters and data fields to create tailored reports, helping you analyze performance and extract client data for mass messaging and outreach.
Remote Services
Handle more tasks remotely with built-in e-signature capabilities, allowing clients to review and sign documents from anywhere. Seamlessly transfer client details from your tax software into the CRM to support automated referrals, advance payouts, and other integrated services.
See Your Entire Book of Business
Managing one office is demanding—managing several can feel overwhelming without the right system in place. Rise Tax Pro gives you a centralized portal that syncs automatically across all your locations, giving you complete visibility and control in one streamlined dashboard.
Say goodbye to digging for information. The moment you log in, your most important insights, updates, and performance metrics are presented upfront, allowing you to make faster, smarter decisions with confidence.
Proven Success
Why Clients Choose Rise Tax Pro Desktop
Rise Tax Pro Desktop has earned exceptional loyalty among tax professionals, backed by a remarkable 94% client retention rate. Our platform pairs powerful performance with dependable, hands-on support—helping firms streamline their workflows, maintain accuracy, and deliver reliable results season after season.
Dedicated Virtual Support
Experiencing technical challenges? Connect with our team instantly through our Zoom support channel. Whether it’s a software question or a tax-related concern, Rise Tax Pro provides real-time assistance throughout the entire tax season.
Multi-Lingual Support
We proudly offer Spanish-speaking support to ensure all clients receive clear, effective assistance. You can also prepare and complete tax returns entirely in Spanish for added convenience.
Pre-Season Software Training
Need a quick refresher before the season starts? We host weekly training sessions designed to keep you updated on new features, system improvements, and best practices—so you can begin the tax season fully prepared.
Integrated CRM
Manage your client communication and lead flow effortlessly with our built-in CRM. Send mass text messages, organize and assign leads across multiple offices, and access archived client documents whenever you need them—all from one centralized system.
Financial Products
Stay competitive with top industry providers by offering holiday Loyalty Advances along with pre-ACK and post-ACK bank products. Strengthen your client base even further with our automated referral tools designed to help you grow efficiently.
Industry Leading Rebates
At Rise Tax Pro, we believe pricing should be both competitive and fair. Our sales team will work with you to identify the most advantageous fee structures and rebate options for your business and all your associated offices.
User-Focused Features
Built with Your Needs in Mind
Every year, Rise Tax Pro enhances its online platform using direct feedback from the professionals who rely on it daily. By listening to real users, we refine tools that simplify your workflow, strengthen accuracy, and help your business operate at its best.
CRM
Our web-based CRM serves as the central command center for your entire operation. Launch mass text campaigns, create mobile return links, track referral programs, manage multiple office locations, and monitor payouts—all from one streamlined online dashboard. Everything you need is organized in one place.
Document Scanner
Don’t have a traditional scanner? No issue. Connect your supported scanner via USB and upload documents straight into the tax software. Each scanned file is automatically archived for easy retrieval and secure recordkeeping, and can be attached to any return with a single click.
Signing Pads
Reduce your reliance on paper with electronic signature pads like Topaz. Capture client signatures quickly and digitally—no printing, scanning, or storing stacks of paper. Rise Tax Pro streamlines the full signing process to match modern tax office needs.
Mobile Link Portal
Create and send mobile links that let clients upload documents and details directly from their phone. Once submitted, everything imports seamlessly into a new return—eliminating duplicate data entry and minimizing common input errors.
E-Signature
Serve clients wherever they are—no in-office visit required. Integrated e-signature tools allow clients to securely sign their final documents remotely, helping you expand your service radius and process returns faster than ever.
Business Returns
Rise Tax Pro offers a robust solution for preparing federal and state business returns. Many of the same powerful features found in our 1040 platform are available here as well, providing a unified experience for professionals who handle both individual and business filings.