Production-ready speed
From intake to transmit, engineered for firm-level throughput.
Trusted by growing firms
ACCURATE. AFFORDABLE. FAST.
Tax Notch Software
Modern tax software that moves at the speed of your firm.
Go from intake to e-file with confidence: clean diagnostics, a paperless workflow, and role-based control that scales from solo to service bureau.
Paperless workflow
Fewer rejects
Scales to multi-office
U.S.-based support
Integrated Banks: Refund Advantage • SBTPG
Value Proposition
Why Firms Choose Tax Notch
Rock-solid accuracy
Diagnostics you can trust—fewer rejects, less rework.
Paperless by default
Secure upload, e-sign, and audit-ready records in one flow.
Scales with you
Single office today; service-bureau network tomorrow.
People who pick up
U.S.-based support with priority care in peak season.
Reporting that matters
Track production, add-on fees, and preparer efficiency with clarity.
Software Overview
Pick Your Platform
CrossLink (Professional Desktop)
High-volume favorite for firms that want maximum throughput, bank product integrations, and granular user controls.
- Line-by-line accuracy checks with quick links to fix errors
- Bank products and add-on fees to expand revenue
- Multi-user setups with role-based access
- Robust reporting for production and ERO oversight
- Time-saving tools for extensions, ITIN/W-7, and more
TaxSlayer Pro (Cloud & Desktop)
Flexible, easy to learn, and ideal for growing shops that want anywhere access without giving up power.
- Cloud or desktop—work the way your team prefers
- “What-if” planning to compare scenarios before you file
- Built-in e-file diagnostics with direct links to forms
- Bilingual resources and client-friendly deliverables
- Secure client portal and signature workflows
Training & Onboarding
Onboard Fast. File Faster.
Live onboarding, on-demand video lessons, and role-specific checklists so preparers, reviewers, and admins ramp quickly.
🚀 Go-live: in days, not weeks
✅ EFIN-ready setup
🎯 Role-based checklists
01
Kickoff
New office setup & EFIN readiness
We configure your firm profile, ERO settings, and security so you start clean and compliant.
02
Workflow
Best-practice flow (intake → prep → QC → e-file)
Diagnostics and role gates that reduce rework and keep returns moving.
03
Revenue
Bank product setup & compliance
Refund transfers and required disclosures—enabled where eligible and compliant.
04
Controls
Staff permissions & productivity tips
Granular roles, locks, and shortcuts to keep preparers efficient and reviews tight.
05
Refresh
Refresher sessions before peak season
Short, focused touch-ups so your team hits throughput goals when it matters most.
+
Extras
On-demand video library & office hours
Keep skills sharp with searchable clips and weekly Q&A with our onboarding team.
Bank Products & Revenue Add-Ons
Bank Products That Work for You
Offer refund transfers and other bank product options to meet clients where they are—while unlocking additional fee revenue (where available and compliant).
Integrated Banks: Refund Advantage • SBTPG (Program availability varies by state and eligibility.)
Capabilities
Built for Real-World Production
Paperless Everything
Secure upload, e-sign, and audit-ready files.
Diagnostics You Can Trust
Fewer rejects, faster approvals.
Reporting That Matters
Track production, fees, and preparer efficiency.
Scale on Demand
From a single desk to multi-location networks.
Results
Results Firms Count On
Fewer rejects, faster approvals
Cleaner books with paperless files
Higher throughput per preparer
Additional revenue from add-ons (where available)
“We cut rejects and doubled our throughput in peak season.”
Resources
Guides & Help Center
Add links to onboarding videos, knowledge base articles, EFIN checklists, and seasonal updates.
FAQ
Frequently Asked Questions
Which software should I choose—CrossLink or TaxSlayer Pro?
Choose CrossLink for high-volume desktop performance and deep controls. Choose TaxSlayer Pro for a flexible, modern workflow (cloud or desktop) that’s easy to train.
Do you help with onboarding and training?
Yes—live onboarding, role-based checklists, and on-demand videos are available.
Can I use bank products?
Yes, bank product programs are available for eligible offices and clients (program availability varies).
Is there a client portal and e-signature?
Yes. We support secure document exchange and e-sign to keep everything paperless and compliant.
Do you support multi-user and multi-location setups?
Yes, with role-based permissions and reporting for oversight.
Still have questions? Call (855) 829-6682 or Email [email protected]
Pricing
Choose Your Tax Notch Package
Tax Notch Software
Core platform license
Fast e-file
Desktop tools
$999.97
Unlimited individual returns
Full-feature filing toolkit
Full-feature filing toolkit
Standard support
Email response within 24–48 hrs
Email response within 24–48 hrs
Tax Notch Software
Pro license + extras
Pro templates
Priority support
$1,399.97
Expedited responses
Priority during filing season
Priority during filing season
Pro workflows
Time-saving configs pre-installed
Time-saving configs pre-installed
Tax Mogul Mentorship
High-level coaching & scale support
1:1 Strategy
DWY Buildout
$25,000.00
Revenue, ops & client acquisition
Tailored scale plan
Tailored scale plan
Offer & funnel systems
Implementation roadmap
Implementation roadmap