01
Kickoff
New office setup & EFIN readiness
We configure your firm profile, ERO settings, and security so you start clean and compliant.
Tax Tour 2026 is coming! Tampa Sept 18-19 · Orlando Sept 25-26 · Charlotte Oct 31
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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
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
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
See How Top Offices Do It
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
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