Paperless everything
Secure upload, e-sign, and audit-ready files from day one.
Tax Tour 2026 is coming! Tampa Sept 18-19 · Orlando Sept 25-26 · Charlotte Oct 31
RSVP Now
Trusted by growing firms
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
U.S. support
Integrated Banks: Refund Advantage · SBTPG
Value Proposition
Why firms choose Tax Notch
Built for the realities of tax season: high volume, tight deadlines, and staff who need software that keeps up rather than slowing them down.
Built for throughput
Production-ready speed, from intake to transmit
Engineered for firm-level throughput so returns move through your pipeline without waiting on the software itself.
2
Platforms, desktop & cloud
1:1
Scales solo to bureau
U.S.
Based support team
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.
Capabilities
Production-grade, peak-season ready
Built for real-world production
Designed for high-volume tax offices that need paperless workflows, clean diagnostics, and scale without chaos.
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.
Software Overview
Pick your platform
Professional Desktop
CrossLink
High-volume favorite for firms that want maximum throughput, bank product integrations, and granular user controls.
- Line-by-line accuracy checks with quick fixes
- Bank products and add-on fees to expand revenue
- Multi-user setups with role-based access
- Robust reporting for production and ERO oversight
Cloud & Desktop
TaxSlayer Pro
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
- Secure client portal and signature workflows
Training & Onboarding
Schedule Training
Onboard fast. File faster.
Live onboarding, on-demand video lessons, and role-specific checklists so preparers, reviewers, and admins ramp quickly.
Go-liveIn days, not weeks
EFIN-readySetup included
Role-basedChecklists
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.
Refund transfers
Add-on fee revenue
Fully compliant setup
Ask About Bank Products
Program availability varies by state and eligibility.
Integrated Banks
Refund Advantage
Refund transfer partner
Active
SBTPG
Santa Barbara TPG
Active
Results
Peak-season proven
Results firms count on
Engineered for high-volume, compliance-focused tax practices that demand premium performance.
Rejects reduced
Up to 40%
Throughput lift
2x in peak
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 and audit-ready workflow
We cut rejects and doubled our throughput in peak season.
Tax Notch Newsletter
ERO Spotlight: Top Revenue of 2026
Celebrating the offices that go above and beyond for their clients, and get rewarded for it.
Rolex Winner
Top Revenue, 2026
Talk to Sales
Lillie Little
ERO, Tax Notch Software
Generated the most revenue for service rendered to her clients so far in 2026, earning a Rolex for her results.
No. 1 in revenue
Rolex awarded
Client-first service
Tax Tour 2026
Live Tax Education Event
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 returnsFull-feature filing toolkit
Standard supportEmail response within 24 to 48 hours
Tax Notch Software
Pro license + extras
Pro templates
Priority support
$1,399.97
Expedited responsesPriority during filing season
Pro workflowsTime-saving configs pre-installed
Tax Mogul Mentorship
High-level coaching & scale support
1:1 Strategy
DWY Buildout
$25,000.00
Revenue, ops & client acquisitionTailored scale plan
Offer & funnel systemsImplementation roadmap
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 returnsFull-feature filing toolkit
Standard supportEmail response within 24 to 48 hours
Tax Notch Software
Pro license + extras
Pro templates
Priority support
$1,399.97
Expedited responsesPriority during filing season
Pro workflowsTime-saving configs pre-installed
Tax Mogul Mentorship
High-level coaching & scale support
1:1 Strategy
DWY Buildout
$25,000.00
Revenue, ops & client acquisitionTailored scale plan
Offer & funnel systemsImplementation roadmap
Apply / Enroll
Program Details
FAQ
Support-first, tax-office ready
Frequently Asked Questions
Everything you need to know about software options, onboarding, support, and how we keep your season running smooth.
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 is 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]
Resources
Everything you need, in one place
Guides, FAQs, and release notes to help your team get the most out of Tax Notch.
Getting Started Guides
Step-by-step setup for new offices, from EFIN to first e-file.
Browse guidesFAQ
Quick answers on billing, EFIN, and account setup.
View FAQVideo Library
Short, searchable clips covering every core workflow.
Watch videosSystem Status
Real-time uptime, incident history, and maintenance windows.
Check status