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The Most Dependable, Error Free Software in the Market.
All-in-One Tools
A Complete Suite for Tax Professionals
Access a full suite of tools designed to help your tax practice scale efficiently. Ensure accuracy with automated verification alerts, generate fully customizable reports, and get real-time assistance through our virtual support center with screen sharing. Everything you need for a successful tax season is included in one comprehensive package.
Experience
AllShield was founded in 2008 with over 50 combined years of experience in the tax industry
Unmatched Support
Top-tier virtual support allows you to receive direct assistance whenever needed
User-Driven Features
Features That Work for You
We continuously refine our software based on the feedback of tax professionals like you. By incorporating real-world insights, we ensure that every feature helps streamline your workflow, improve accuracy, and support the growth of your business.
Import Client Data
Send a mobile link to clients and import their documents and relevant information directly into the software. No more double data entry. Save time and eliminate errors. Client documents are stored in an archive in the software, for quick review and retrieval.
Bank Product Efficiency
No one wants to wait forever on responses regarding bank products. We have excellent relations with all of the major processing banks in the industry. Up to the minute communication with bank servers ensures that disbursement information arrives expeditiously.
Customizable Reporting
Select from a long list of search criteria and data fields, to construct customized reports, that will allow you a unique insight into the performance of your tax operations. Extract client information from your database to assist with mass communication and announcements.
Remote Services
E-signature services built-in to the software allows you to send return information to the client remotely for them to sign documents. Send client data directly from the software, over to the CRM to complete automated-referrals and advance payouts.
See Your Entire Book of Business
If managing a single office is challenging, overseeing multiple offices can become nearly impossible without the right tools! Eliminate the guesswork from office management, by utilizing a unified portal that automatically updates for all the offices under your umbrella
Spend less time searching for answers. Now all of the information you need to know, greets you as soon as you log into the software.
Proven Success
Why Clients Choose Tax Builder Pro Desktop
With a 94% client retention rate, our software stands out in the industry. We provide unmatched support, helping tax professionals streamline operations, improve accuracy, and achieve consistent results year after year.
Dedicated Virtual Support
Having technical difficulties? Join our Zoom link, for any technical or tax-related inquiries you may experience throughout the tax season
Multi-Lingual Support
We have agents standing by ready to assist in Spanish for our multi-lingual clients. Complete returns in Spanish as well.
Pre-Season Software Training
Need a refresher? We provide training on a weekly basis leading up to the season. Stay up to speed on the latest changes and updates
Integrated CRM
Seamlessly send your clients mass text messages and manage incoming leads, with the ability to assign them to various offices in your organization. Submitted client documents are archived in the CRM for retrieval later on when needed.
Financial Products
Remain competitive with the biggest companies in the tax industry by offering Loyalty Advances during the holidays, as well as pre and post ACK bank products. Build your clientele by establishing a Automated-Referrals program
Industry Leading Rebates
Here at Pro Tax Builder, we believe that our pricing and fees should be competitive with the market. Consult with our sales professionals to determine the best fees and rebates available for you and your sub-offices
Contact us today to schedule a consultation and get expert tax support you can trust.
Ready to simplify your taxes?
User-Focused Features
Built with Your Needs in Mind
Each year, we incorporate feedback from hundreds of users to improve our online platform. By listening to the professionals who know their community best, we enhance features that streamline workflow, improve accuracy, and support your success.
CRM
This web-based application serves as the virtual hub for all of your operations. Deploy mass text message campaigns, create mobile return links, execute automated-referrals programs, manage sub-offices, gain insight to payout balances and pending deposits. Everything you need to know, in one convenient online application.
Document Scanner
No scanner? No problem! Connect the document scanner via USB and scan client documents directly into the data entry software. Documents scanned into the software will be archived and stored for required record keeping. Documents can also be attached to the return via the archive menu.
Signing Pads
Save on purchasing unnecessary paper supply with the Topaz signature pad. Have your clients sign multiple documents in a breeze. No need to invest into mountains of paper inventory, just for your clients to sign documents. As most innovation’s occur, TSS was built to answer a void in the industry.
Mobile Link Portal
Create, assign, and send mobile links to your clientele. Once they’ve completed and uploaded the necessary documents needed for tax preparation, import that information directly into a new tax return. Eliminate double data entry and the errors that come with it.
E-Signature
Meet your clients wherever they’re located without stepping foot outside of your office. With integrated E-Signature services, getting the final documents signed that are needed to submit returns is no longer an issue. Expand your office’s footprint now that clients no longer have to step into your office to complete their return!
Business Returns
A one-stop solution for professional tax preparers who prepare Federal and State business tax returns. Most of the same functions that exist in the professional 1040 software will be found here as well.