Launch,Grow&Scale
YourTaxBusinesswith
ProfessionalTaxSoftware
Cloud-based professional tax software, business training, CRM, cybersecurity, and expert support — everything you need to build and grow a profitable tax business.
Three reasons tax pros
switch and never go back.
Built to Make You Money
Every feature is designed around revenue: bank products, ancillary fees, refund advances, and recurring services your competitors miss.
Lightning-Fast Returns
1040s in under 8 minutes. Pre-fills, smart workflows, and keyboard shortcuts cut your prep time in half.
Real Humans, Real Support
Tax-season weekend hours. 2-minute response times. Real preparers on the line — not a chatbot.
The Profitable Tax Office Playbook
The exact 9-system playbook top EROs use to add $40,000+ in revenue per tax season — without working more hours.
- ✓The 7 highest-margin services every tax office should be selling
- ✓How top EROs turn refund advances into $25K+ of extra revenue
- ✓The done-for-you pricing menu (steal it)
- ✓A 90-day onboarding checklist for new preparers
- ✓Off-season revenue plays that keep you cashflow-positive year-round
If Your Tax Software Was Built Before the iPhone,
You're Bleeding Money — and Clients.
Software That Crashes Mid-Return
It's April 14th. Your software freezes. Your client is waiting. Your reputation is on the line.
No Bank Products = Lost Revenue
Without integrated bank products, you're leaving $8K–$40K per season in refund advance revenue on the table.
Can't Serve Clients Remotely
Desktop-only software keeps you tied to one office. Your competitors are serving clients in every state.
Generic Branding = Forgettable
Your client mobile app says someone else's name. No co-branding means no brand equity, ever.
No Audit Help When IRS Calls
You're alone in the conversation. No backup. No script. No specialist on the line.
'Support' That Disappears in February
Tax-season weekends arrive and your provider's phone goes to voicemail. Sound familiar?
"Every tax season you run on the wrong software costs the average ERO $18,000–$50,000 in lost efficiency, lost clients, and lost revenue."
Why Integrity beats "the other guys"
No marketing fluff. Just the features that actually grow your office.
From "stuck on bad software"
to scaling your office in 48 hours.
Book Your Free Demo
30-minute walkthrough with a real specialist. Bring your office numbers — we'll show you exactly where you'll make more money.
White-Glove Onboarding
We migrate your client list, set up bank products, brand your mobile app, and train your team. You're live in 48 hours — guaranteed.
File. Earn. Grow.
Process returns faster. Collect bank product revenue. Serve clients remotely. Add $40K+ this season — without working more hours.
See how much you'll add
this tax season.
Move the sliders. Watch the numbers change. This is what Integrity makes possible.
Your Current Tax Software Fees
NowIntegrity Service Bureau
With UsNumbers and formulas mirror the Integrity Service Bureau ROI worksheet. Bank, transmission & SB fees shown per IRS-funded bank product.
One platform. Zero bloat.
Built for serious tax pros.
Whether you file 100 returns or 10,000, Integrity gives you the tools to scale without the chaos. Pulled from the front lines of real tax offices nationwide.
Cloud + Desktop
Work from anywhere or stay on-premise. 100% web-based platform with full desktop fallback for power users.
Bank Products Built In
Integrated with TPG, Refund Advantage & Republic Bank. Offer cash advances. Collect prep fees from refunds.
Branded Client Mobile App
Your logo. Your name. Clients sign docs, upload IDs and W-2s, and track refunds — all from their phone.
IRS-Compliant Security
Encrypted off-site backup, secure e-file for all major forms, and SOC 2 controls protecting taxpayer data.
Full Co-Branding
Your firm's identity throughout the software, mobile app, and client touchpoints — powered by Integrity.
Audit Assistance Program
Real protection for you and your clients when the IRS comes knocking. Not just a PDF — actual support.
Every Form You Need
1040, 1120, 1120S, 1065, 1041, 706, 709, 990, 5500, Schedule C — all states, all returns, fully e-fileable.
WebCE Courses Included
Keep your PTIN current with integrated continuing education from WebCE — no extra subscription required.
Extended Season Support
Real humans. Tax-season weekend hours. The kind of support that picks up at 9pm on April 14th.
Your name. Your logo.
Their phone.
Every Integrity package includes a fully co-branded client mobile app. Your clients sign documents, snap photos of their W-2s, message you securely, and track their refund — all under your brand, not someone else's.
- ✓Document upload + e-signature
- ✓Real-time refund tracking
- ✓Two-way secure messaging
- ✓Push notifications + appointment booking
- ✓App Store + Google Play — your brand
Choose the package built for your office.
Integrity Complete Pro
Our flagship cloud platform — everything a serious tax office needs to run, scale, and stay paperless.
- ✓100% Cloud-Based
- ✓Individual & Business Returns
- ✓Unlimited Electronic Filing
- ✓Work From Anywhere
- ✓Automatic Tax Law Updates
- ✓Integrated Bank Products
- ✓Secure Client Portal
- ✓Multi-User Access
- ✓Built-In Diagnostics
- ✓Paperless Workflow
- ✓Fast IRS Acknowledgements
- ✓Data Conversion Assistance
- ✓Software Training Included
- ✓Dedicated Technical Support
Integrity TW 1040
Cloud-based tax prep with interview & forms entry — built for offices that want simplicity and speed.
- ✓Cloud-Based Tax Preparation
- ✓Individual & Business Returns
- ✓Interview & Forms Entry
- ✓Integrated Bank Products
- ✓IRS Electronic Filing
- ✓Automatic Updates
- ✓Built-In Diagnostics
- ✓Secure Cloud Access
- ✓Multi-Office Support
- ✓Bilingual Forms
- ✓Data Conversion
- ✓Software Training
- ✓Dedicated Support
Integrity Pro Web
The flexible cloud platform for growing offices and multi-preparer teams — fully mobile friendly.
- ✓Cloud-Based Platform
- ✓Individual & Business Returns
- ✓Unlimited E-Filing
- ✓Automatic Software Updates
- ✓Work Anywhere
- ✓Secure Cloud Hosting
- ✓Bank Product Integration
- ✓Client Communication Tools
- ✓Mobile Friendly
- ✓Multi-User Access
- ✓Fast Return Processing
- ✓Software Training Included
- ✓Dedicated Technical Support
Integrity CL 1040
Desktop and online versions with a powerful Work In Progress dashboard, remote signature, and client portal.
- ✓Individual & Business Returns
- ✓Desktop & Online Versions
- ✓Work In Progress Dashboard
- ✓Point-and-Shoot Error Correction
- ✓Integrated Bank Products
- ✓Client Portal
- ✓Mobile App
- ✓Remote Signature
- ✓Document Archive
- ✓Client Text Messaging
- ✓Multi-Office Management
- ✓Data Conversion
- ✓Software Training
- ✓Dedicated Technical Support
Not sure which package fits? Book a free 15-minute fit call →
You don't just get software.
You get a tax office in a box.
Every Integrity partner gets the full growth kit: software, mobile app, playbooks, templates, scripts, and the support team to make it all work. Over $8,000 in value when you join the 2027 cohort.
- ✓Tax Software License
- ✓Bank Products Setup
- ✓Branded Mobile App
- ✓Profitable Tax Office Playbook
- ✓Pricing Menu Template
- ✓Client Acquisition Kit
- ✓Audit Assistance Program
- ✓WebCE Course Library
1,000+ Tax Pros Already
Run Their Business on Integrity.
"Since switching to Integrity, my office processes 40% more returns with the same team. The bank product integration alone paid for the software 10x over."
"I was running my whole business from a laptop at my kitchen table. With Integrity's cloud platform I now have 3 preparers working remotely and we're 100% paperless. Game changer."
"I called support at 9pm during tax season — they answered in 2 minutes. Try getting that anywhere else. That's why I'll never switch."
We'll have you live in 48 hours — or your first 30 days are on us.
White-glove migration. Mobile app branded. Bank products approved. Team trained. If we miss the 48-hour mark, you don't pay for your first month — no questions asked. We have skin in the game, just like you do.
The 7-Figure Tax Pro
Blueprint
Everything you need to start, grow, and scale a profitable tax business — packaged into one unfair-advantage offer no other software seller can match.
The Elite Tax Software Success Platform
- ✓Complete tax software training & onboarding
- ✓Free Sales & Marketing CRM
- ✓Annual refresher licenses
- ✓Software implementation support
The Bulletproof Tax Operations & Compliance System
- ✓PTIN holder recruiting systems
- ✓Team training processes
- ✓Client intake workflows
- ✓Tax law & annual update training
- ✓Business templates & operational resources
The 10X Client Acquisition Blueprint
- ✓Social media marketing strategies
- ✓Referral campaign systems
- ✓Paid advertising playbooks
- ✓Email marketing systems
- ✓Networking & follow-up frameworks
- ✓Year-round client retention strategies
The Seven-Figure Tax Business Growth Academy
- ✓Business growth coaching
- ✓1-on-1 marketing mentorship
- ✓Virtual tax office scaling strategies
- ✓Ongoing business-building guidance
The Ultimate Marketing Asset Vault
- ✓Value Asset Package resources
- ✓Referral promotion training
- ✓Prospecting systems
- ✓List-building strategies
- ✓Facebook & Instagram advertising training
- ✓Team training resources
The Elite Cybersecurity Protection Stack
- 🛡Cybersecurity training built for tax pros
- 🛡IRS security & WISP compliance best practices
- 🛡Data protection protocols for tax offices
- 🛡Security awareness training for your team
- 🛡Tools, resources & implementation guidance
Pricing depends on your tier and office size. Most offices pay back the investment in their first 30 days of tax season.
YES — Lock In The 7-Figure Blueprint 🔒⏱ Onboarding in 48 hours · Bonuses come off when the cohort closes
Many software sellers can offer software. Very few can offer software, business growth, marketing systems, operational training, and cybersecurity compliance under one umbrella. That's your unfair advantage.
Add it all up. Then look at the price.
- ✓Professional Tax Software$499
- ✓Complete Software Training$997
- ✓Sales & Marketing CRM$1,188/yr
- ✓Business Growth Academy$2,500
- ✓Marketing Asset Vault$1,497
- ✓Client Acquisition Blueprint$1,997
- ✓Cybersecurity Suite$2,400/yr
- ✓Dedicated Support & CoachingPriceless
Pricing built to grow your business.
Whether you need just the software or a full done-with-you growth system — there's a tier for you.
Software Only
Perfect for experienced tax professionals who only need professional tax software.
- ✓Professional Tax Software
- ✓Individual & Business Returns
- ✓Unlimited Electronic Filing
- ✓Integrated Bank Products
- ✓Automatic Software Updates
- ✓Software Training
- ✓Basic Technical Support
7-Figure Tax Pro Blueprint
Everything you need to launch, grow, and scale a profitable tax business.
- ✓Professional Tax Software
- ✓Dedicated Success Manager
- ✓Sales & Marketing CRM
- ✓Cybersecurity Suite
- ✓Business Growth Academy
- ✓Marketing Asset Vault
- ✓Client Acquisition Blueprint
- ✓Operations & Compliance System
- ✓Software Training & Onboarding
- ✓Priority Support
Service Bureau Package
Build your own tax software brand and scale with unlimited growth potential.
- ✓Unlimited Preparers & Licenses
- ✓Unlimited Funded Bank Product Returns
- ✓White Label Tax Software
- ✓Service Bureau Training & Landing Page
- ✓CRM Included
- ✓Cybersecurity Suite (Resell Rights)
- ✓White Label Tax Course (Resell Rights)
- ✓Done-for-You Marketing Kit
- ✓Dedicated Success Manager
- ✓Dedicated Support Phone Line
- ✓Priority Phone & Chat Support
- ✓Quarterly Strategy Calls
- ✓Bank Product Support · Check Printing
- ✓All Available Bank Products
No Renewal Fee Once 700 Funded Bank Products Are Reached
Hit the volume threshold and your next year is on us — forever.
Frequently asked questions.
Yes — complete software training and onboarding are included in every package. The 7-Figure Tax Pro Blueprint adds business growth coaching, marketing mentorship, and team training resources.
Still have questions? Call (346) 246-4993 or email sales@integritytaxsoftware.com
This season, you have a choice.
Stay stuck — or scale up.
Every day you wait on bad software is a day your competitors win. Book your free 30-minute demo and we'll show you exactly how Integrity adds $40K+ to your bottom line in season one.