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Cloud Efficiency
The Complete Online Tax Solution
Empower your tax preparation with our cloud-based platform, accessible from any device. Prepare returns effortlessly, streamline workflows, and manage your business with convenience, efficiency, and the flexibility to thrive anywhere, anytime.
✔️ Paperless Office
✔️ Powerful Mobile Application
✔️ Integrated CRM
✔️ Compatible with PC/Windows & Mac
Integrated CRM
Manage all your client information with ease. Automate your referral programs, track activity, print checks, and streamline daily operations—all from one centralized CRM built to keep your office running smoothly.
All-Inclusive Software
Rise Tax Pro delivers a complete professional tax solution created by experienced preparers. Prepare federal and state 1040 returns with confidence using intuitive tools designed for accuracy and efficiency.
Integrated Bank Products
Offer faster refunds and accelerate your payouts. Rise Tax Pro partners with leading banks across the industry, making bank product setup and management simple, reliable, and convenient.
Support
Access live virtual support and training in both English and Spanish—with no extra fees. Our team is here to guide you anytime you need assistance.
What Sets Us Apart
Why Rise Tax Pro Online Stands Out
Our cloud-based platform pairs an intuitive, user-friendly interface with extensive training and dedicated support, making it simple to learn and implement. Innovative features streamline every step of the workflow, enabling tax professionals to work more efficiently, save time, and focus on growing their business.
Remote Signatures
Enable clients to sign important documents securely and remotely, directly within each tax return—saving time and eliminating the need for in-person visits.
Document Archive
Easily store and retrieve all client documents digitally. Access files from anywhere, at any time, for secure and convenient recordkeeping.
Free Unlimited Filing
Prepare and file as many tax returns as you need, without restrictions or extra fees—giving you total flexibility during tax season.
Cloud Based
Rise Tax ProOnline lets you prepare and e-file individual tax returns online seamlessly, thanks to its user-friendly interface and intuitive menus.
Depreciation Module
Streamline asset entry, select depreciation methods, and transfer expenses directly to returns with our easy-to-use Depreciation Module.
Top-Tier Support
Receive expert virtual support with integrated screen sharing for enhanced assistance. Our team is available in both English and Spanish to ensure every question is answered efficiently.
Work Remotely
Manage Your Office from Anywhere
With Rise Tax Pro Online and our unlimited 1040 filing program, you can operate your tax business from anywhere—office, home, or on the go. Select the software package that best fits your practice and benefit from dedicated support at every stage. Streamline your workflow, stay connected, and enjoy a smooth, flexible tax season no matter where you work.
User-Driven Features
Features Built for You
Rise Tax Pro evolves every year based on feedback from hundreds of tax professionals. By incorporating real-world insights, we create tools that simplify workflows, improve accuracy, and help your business grow efficiently.
Integrated Bank Products
Offer clients early access to a portion of their refund while automatically deducting your tax preparation fees from their return. Our seamless bank integrations ensure clients can file without any upfront costs, providing a smooth and convenient experience.
Loyalty Advances and Referrals
Boost client engagement with a loyalty program that rewards your clients—offering up to $1,000 per client during peak periods. Expand your business further with an automated referral platform, complete with funding and real-time notifications, designed to drive growth and retention.
Bank Products up $7,000
Provide fast, reliable financial support with our Refund Advance service. Clients can access up to $7,000 quickly, helping them manage urgent financial needs during the critical tax season.
Integrated CRM
Our built-in CRM, designed by EROs for EROs, centralizes all your operations. Easily manage mass text campaigns, call tracking, mobile links, and client documents—all from a single, intuitive platform.
Unlimited E-Files
Prepare and file as many tax returns as needed without per-return fees. Rise Tax Pro Online gives you the flexibility to grow your business without limitations.
Mobile App
Our secure mobile app allows clients to submit documents safely, enabling a faster, more efficient tax return process. Expand your reach, simplify communication, and deliver a seamless experience for both you and your clients.
How It Works
Register
Register here by providing your name, phone, e-mail and other personal details
Talk to Sales Rep
Quick call with a Rise Tax Pro Sales Representative and a demo if needed.
Success
Complete your payment and receive your software license, typically on the same day.
Integrated CRM
CRM Integrated Features
Our platform evolves based on feedback from hundRise Tax Pro continually evolves based on feedback from hundreds of tax professionals each year. By integrating real-world insights, we ensure every feature streamlines workflows, enhances accuracy, and supports the growth of your practice.reds of tax professionals every year. By incorporating real-world insights, we ensure every feature helps streamline your workflow, enhance accuracy, and support the growth of your business.
CRM
Our web-based CRM acts as the command center for your entire operation. Launch mass text campaigns, create mobile return links, manage automated referral programs, organize sub-offices, and track payouts—all in one intuitive platform.
Document Scanner
No scanner? No problem. Connect a USB scanner and upload client documents directly into the software. Files are securely archived for easy retrieval and can be attached to tax returns through the archive menu.
Signing Pads
Reduce paper usage with Topaz signature pads. Capture multiple client signatures quickly and digitally, eliminating the need for excess paper and simplifying the signing process. Rise Tax Pro was designed to fill a critical gap in the tax preparation workflow.
Mobile Link Portal
Send clients mobile links to submit their documents securely. Once uploaded, all information imports directly into a new tax return, removing duplicate data entry and minimizing errors.
E-Signature
Serve clients remotely with integrated e-signature tools. Finalize and submit returns without requiring clients to visit your office, expanding your reach and improving convenience.
Business Returns
Rise Tax Pro provides a complete solution for preparing federal and state business returns. Many of the same powerful features in our 1040 software are included, offering a seamless experience for professional tax preparers handling business filings.