Tax Tour 2026 is coming! Tampa Sept 18-19 · Orlando Sept 25-26 · Charlotte Oct 31 RSVP Now
View a Demo
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 Lillie Little receiving her Rolex award from the Tax Notch team
Lillie Little celebrating with the Tax Notch team
Top Revenue, 2026

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

Sep18
Tampa, FLFriday · Live education event
Register
Sep25
Orlando, FLFriday · Live education event
Register
Oct31
North CarolinaSaturday · Live education event
Register
Talk to Sales
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
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
Buy Now Learn More
Most Popular

Tax Notch Software

Pro license + extras

Pro templates Priority support
$1,399.97
Expedited responsesPriority during filing season
Pro workflowsTime-saving configs pre-installed
Buy Now Learn More
Coming Soon

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

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 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.

Featured Guide

Getting Started with Tax Notch: the complete setup checklist

Everything from EFIN readiness to your first e-file, in one walkthrough.

Read the guide

FAQ

Answers to common setup questions

System Status

Live uptime and maintenance notices

Getting Started Guides

Step-by-step setup for new offices, from EFIN to first e-file.

Browse guides

FAQ

Quick answers on billing, EFIN, and account setup.

View FAQ

Video Library

Short, searchable clips covering every core workflow.

Watch videos

System Status

Real-time uptime, incident history, and maintenance windows.

Check status