Resources to Help a Tax Professional Manage & Grow Their Tax Preparation Practice


Small Business Lending Solutions

With help from Biz2Credit, a tax professional can secure financing from $5,000 to $1 million without having to go from bank to bank and filling out mountains of paperwork.


Comprehensive Payment Solutions

Accepting payments shouldn’t be taxing. Benefit from BluePay’s simple, secure and integrated payment solutions.


Financial Services & Wealth Management

Add value for your clients and more revenue potential by becoming a Financial Advisor through HD Vest Financial Services. Financial services reinvented.


Audit and Identity Theft Assistance

Protection Plus relieves the stress and frustration of your clients when they receive a letter from the IRS or have their identity stolen.


Easy and Secure Client Payroll

Pay & file taxes the easy way with payroll that’s affordable, flexible and totally under your control — with SurePayroll.


Ongoing Professional Education Courses

Trust Surgent to help you become an Enrolled Agent, maintain your credential, or earn the AFSP Record of Completion.


Intelligent Tax Practice Management

Taxaroo enables you to automate your tax workflow and modernize the way you work with clients, including automated organizers, document storage, payments, e-signatures, analytics and more.


Digital Marketing Made Easy

Your business should command attention. Webiquity is the simple, affordable way to help your business look great and get found online.


Automatic Mileage Log and Expense Tracker

Using GPS tracking and bank syncing, Everlance reduces data entry time for tax preparers and improves the documentation quality of their clients.