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.
Everything in one partnership
What's included
One partnership covers the software, the setup, and the support behind your tax office.
Professional tax software
TaxSlayer Pro Web with your account set up, e-file configured and training to get you filing fast. Activation follows eligibility review.
A real CRM for your tax office
Every client, document, task and follow-up in one place. See who is waiting on documents, who is ready for prep and who still needs to sign, at a glance.
Your own client portal
Clients complete intake, upload W-2s and IDs from their phone, message your office and check their status, all under your brand.
Your branded website, built for you
Upload your logo, pick your colors and we generate your office website, client portal, emails and invoices in your brand. Your clients never see ours.
Bank product enrollment help
Offer refund transfers so clients pay prep fees from their refund. We walk you through enrollment and setup, subject to bank approval.
Responsive customer service
Help when you need it: software setup, access issues, rejected returns and the everyday questions that come up in a busy office.
Training that supports real work
Hands-on training in the software, your office workflow and client service, so you start the season confident.
Live sessions and questions
Live walkthroughs and open Q&A with our team and other preparers, announced in your member portal.
Professional community
Grow alongside tax professionals building real businesses, all year, not just in season.
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.
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.
Learn with people who understand tax season
Live learning. Real conversations. Practical answers.
Bring your questions. Our live sessions cover the software, running your office and the seasonal changes that matter, with time for open Q&A with our team and other preparers.
Session dates are posted in your member portal.
Hands-on walkthroughs
See workflows demonstrated step by step.
Questions and discussion
Bring operational questions and learn from others.
Filing-season refreshers
Stay organized as office needs change.
A supportive community
Keep building skills alongside fellow tax professionals.
Optional AI agents
Everything to run your office. An AI team when you want one.
Start with professional tax software, your branded website and client portal, a real CRM, bureau support and training. Add the AI team when you are ready to hand off intake, document sorting, reminders and follow-ups.
AI is a separate monthly add-on. Tax decisions and every filing stay with you and your preparers.
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.