Exclusive Offers for TaxAct Professional Customers

Avantax Wealth Management

Build wealth for your clients with Avantax Wealth Management’s holistic approach to financial services. As a tax professional, your unique insight into your clients’ financial situation allows you to uncover opportunities that other Financial Professionals often miss. Create tailored plans based on life goals, tax-based financial opportunities, and unbiased investment solutions.


Biz2Credit’s small business loan experts can help you secure financing from $5,000 to $1 million without having to go from bank to bank and filling out mountains of paperwork. Biz2Credit is offering TaxAct Professional customers all of the following at no cost:

  • A consultation with a Biz2Credit loan specialist
  • An analysis by Biz2Credit’s patented BizAnalyzer, which provides a snapshot of a company’s financial health (and creditworthiness)
  • Document storage
  • Guidance in the small business loan application process


BluePay offers comprehensive payment processing solutions to fit every tax preparer’s needs, while providing the highest level of data security in the industry to help keep you safe from fraud. Find out why BluePay is preferred by business owners everywhere. BluePay customers on average see a savings of over 20%. Get a free rate analysis today!


Everlance is an automatic mileage log and expense tracker featured by Apple and Google as one of their “Best New Apps”. Using GPS tracking and bank syncing, Everlance reduces data entry time for tax preparers and improves the documentation quality of their clients.

Protection Plus

Protection Plus provides Audit Assistance and Identity Theft Assistance to your clients to relieve them of the stress and frustration of receiving a letter from the IRS or having their identity stolen. As a tax professional, offering Protection Plus to your clients will increase the value of your services, save you valuable time and energy, and increase your revenue. Register today for instructions on receiving your free marketing kit!


Grow your client list and revenue by becoming a SurePayroll reseller. No upfront investment required! Discounted wholesale pricing allows you to choose the markup per client, plus you’ll get:

  • Free practice payroll
  • A personal payroll specialist to ensure you have the resources to succeed
  • Knowledgeable customer care team available 6 days a week to help your clients
  • Exclusive marketing tools and resources to help you grow your payroll business


Take your practice to the next level! Let Surgent help you become an Enrolled Agent, maintain your EA credential, or earn the AFSP Record of Completion. TaxAct Professional customers can receive 20% off their Enrolled Agent or AFSP course purchase by calling 800-778-7436 and mentioning TaxAct.


Webiquity is the simple, affordable way to help your business compete online. We help tax preparers look great and get found online, where your clients are looking for you, on a computer, tablet, or phone. Get a dedicated account manager and complete local marketing management for tax preparers, starting at $149.