Monique
Front desk
Answers new leads from your website in minutes, day or night, and books them on your calendar.
No more losing a client because you couldn't call back at 9 p.m.
Service bureau for tax professionals
Everything you need to run your own tax business
Professional tax software, your own branded website and client portal, a CRM built for tax offices, refund products and real support. Pick a package and your office is set up and ready to take clients, in your name.
Professional software accessHands-on supportA growing community
Office clients
12
Clients
3
New leads
2
In review
TTasha G.New lead
AAlicia R.Intake
KKeisha M.Documents
BBrianna S.Ready to sign
Client portal
Your tax office
W-2 received
Photo ID received
Upload a document
Professional software access
TaxSlayer Pro Web through our service bureau, set up with you, not just handed to you.
Hands-on support
Real people who pick up during season for setup, rejects and anything that stops you from filing.
A growing community
Tax pros who share what works, from pricing to marketing to busy-season survival.
Most service bureaus don't offer this.
Your tax office, with an AI team that never clocks out.
Five AI team members work inside your CRM and client portal. They answer, sort, remind, review and organize, so you can spend your time preparing returns and growing your book. You stay in charge: every message to a client waits for your OK, and every tax decision and filing stays with you.
Corinne
Document reader
Reads every upload, labels it (W-2, 1099, ID) and checks it against what the return needs.
You open a file and see what's there and what's still missing.
Patrice
Follow-ups
Sends reminders, chases missing documents and keeps clients updated on their return.
Clients stop calling to ask "where's my refund?" and you stop chasing paperwork.
Renee
Review assistant
Runs a review checklist on each return and flags mismatches before you file.
Catch the small mistakes that turn into rejections and IRS letters.
Elise
Office manager
Keeps your work queue moving and gives you a daily brief of what needs you today.
Walk in every morning knowing exactly where every return stands.
Works nights and weekends
Leads come in at all hours during tax season. Your front desk answers them right away, in your office's name.
You approve, it sends
Nothing goes to a client without your say-so. Turn any assistant on or off whenever you want.
Inside the tools you already use
It lives in your CRM, client portal and inbox. No extra apps, logins or setup on your end.
Add the AI team See it in the live demo
AI Solo $49/month for one preparer. AI Office $99/month for your whole team.
The basics
What is a service bureau?
A service bureau is the partner behind a tax office. Instead of buying software, negotiating bank products, and figuring out setup on your own, you work with a bureau that provides the tools and stands behind you all season.
In plain language: we handle the back end so you can prepare returns, keep your own clients, and build your own brand.
- Your software is set up and e-file ready
- Bank products enrolled so clients can pay from their refund
- Training and answers when a return gets complicated
- You keep your clients, your pricing, and your business
Ready to run your own tax office?
Get started with Top Notch Tax Suite, or book a call and we'll walk you through exactly how the partnership works.