ProTax Builder offers all our partners a way to retain the majority of their clients by providing a Loyalty Advance Program to their taxpayer clients. This program starts in December, before anyone else is even open, ensuring your clients receive exceptional value and remain loyal to your services.

ProTax Builder provides the most successful referral systems to help our clients grow their customer base. Our innovative solutions include an integrated CRM with tax software and referral funds for all owners, making the referral process efficient and streamlined. Encourage satisfied customers to bring in new clients, boosting your growth and ensuring sustainable business expansion.

If you own more than one office and are paying for each license separately, we can help you save a ton of money by purchasing our service bureau package. This package provides unlimited software licenses at no additional cost. Not only will you save on licensing fees, but we can also show you how to significantly increase your revenue through optimized operations and enhanced service offerings

We offer the most innovative support channels in the tax industry. We believe in solving problems as quickly as they arise, which is why we provide One-Tap Zoom support. When you have an issue or any questions, just jump in and talk to a representative—it’s that easy! The link never changes, and support is always available. Additionally, we provide dedicated support to owners under our service bureau partners.