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.

Book a Demo Talk to Sales: (855) 829-6682

Paperless workflow Fewer rejects Scales to multi-office U.S.-based support

Integrated Banks: Refund Advantage • SBTPG

Value Proposition

Why Firms Choose Tax Notch

See How It Works

Speed

Production-ready speed

From intake to transmit, engineered for firm-level throughput.

Accuracy

Rock-solid accuracy

Diagnostics you can trust—fewer rejects, less rework.

Paperless

Paperless by default

Secure upload, e-sign, and audit-ready records in one flow.

Scale

Scales with you

Single office today; service-bureau network tomorrow.

Support

People who pick up

U.S.-based support with priority care in peak season.

Insights

Reporting that matters

Track production, add-on fees, and preparer efficiency with clarity.

Software Overview

Pick Your Platform

CrossLink (Professional Desktop)

CL

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

Download Demo Book a Walkthrough

CrossLink Professional Desktop — product preview

TaxSlayer Pro (Cloud & Desktop)

TS

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

Talk to Sales See Plans

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

Schedule Training

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

Ask About Bank Products

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

Designed for high-volume tax offices that need paperless workflows, clean diagnostics, and scale without chaos.

Production-grade, peak-season ready

Paperless Everything

Secure upload, e-sign, and audit-ready files from day one.

Diagnostics You Can Trust

Fewer rejects, cleaner files, and faster approvals.

Reporting That Matters

Track production, fees, and preparer performance in one view.

Scale on Demand

From a single desk to multi-location networks without rework.

Results

Results Firms Count On

Engineered for high-volume, compliance-focused tax practices that demand premium performance.

Peak-season proven

Rejects reduced ↓ Up to 40%

Throughput lift 2× in peak

Paperless adoption Full-stack ready

Review & Acceptance

Fewer rejects, faster approvals

Operational Cleanliness

Cleaner books with paperless files

Production Capacity

Higher throughput per preparer

Monetization

Additional revenue from add-ons (where available)

Built for multi-location firms

Paperless & audit-ready workflow

“We cut rejects and doubled our throughput in peak season.”

High-volume tax office, multi-preparer team

Pricing

Simple, Transparent Plans

View Pricing Talk to Sales

Choose the platform that fits your workflow and volume. Add training and bank products as needed.

CrossLink: high-volume desktop performance
TaxSlayer Pro: flexible cloud or desktop
Onboarding & training included options

CrossLink (Professional Desktop)

Built for high-volume speed, bank products, and granular controls.

Line-by-line accuracy checks with quick fixes

Bank products & add-on fees to expand revenue

Multi-user setups with role-based access

View Pricing Talk to Sales

TaxSlayer Pro (Cloud & Desktop)

Flexible, easy to learn—anywhere access without giving up power.

Cloud or desktop—work the way your team prefers

“What-if” planning for side-by-side scenarios

Built-in e-file diagnostics with direct links

See Plans Talk to Sales

Resources

Guides & Help Center

Centralize onboarding, compliance, and seasonal playbooks so your team always knows the next step.

Add links to onboarding videos, knowledge base articles, EFIN checklists, and seasonal updates.

Onboarding

New Office & Preparer Training

Link out to short video walkthroughs, quick-start guides, and first-week playbooks.

Knowledge Base

How-To Articles & FAQs

Add links to your help center, bank product FAQs, and step-by-step workflow guides.

Seasonal

EFIN & Peak-Season Checklists

Surface pre-season readiness lists, compliance updates, and bank product timelines in one place.

Works with any LMS or help center

Keep teams aligned all season

FAQ

Frequently Asked Questions

Everything you need to know about software options, onboarding, support, and how we keep your season running smooth.

Support-first, tax-office ready

Software Onboarding Bank Products Workflow Multi-Location

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

Transparent pricing. Premium delivery. No hidden fees.

Tax Notch Software

Core platform license

Fast e-file Desktop tools

$999.97

Unlimited individual returns
Full-feature filing toolkit

Standard support
Email response within 24–48 hrs

Buy Now Learn More

Tax Notch Software

Pro license + extras

Tax Mogul Mentorship

High-level coaching & scale support

1:1 Strategy DWY Buildout

$25,000.00

Revenue, ops & client acquisition
Tailored scale plan

Offer & funnel systems
Implementation roadmap

Apply / Enroll Program Details