Powering Tax Businesses with the Tools, Training & Support They Need
Cloud-Based Tax Software + Real Support + Business Consulting — Built for Serious Tax Professionals
What We Offer
Cloud Based Software
Preferred Plus Tax Software delivers powerful, cloud-based technology designed to give you full control of your business—anytime, anywhere. With secure, real-time access, you can prepare returns, manage clients, and operate your office from any device without being tied to a physical location.
Our platform combines advanced functionality with ease of use, allowing you to scale your tax business efficiently while maintaining accuracy, compliance, and speed. Whether you’re working from the office, at home, or on the go, your entire operation stays connected and protected in one centralized system.
Built for professionals who are serious about growth, our cloud-based solution eliminates limitations and empowers you to run your business smarter—not harder.
Because your office shouldn’t be a place—it should be a system.
Training & Onboarding
At Preferred Plus Tax Software, we don’t just give you software—we position you for success.
Our Training & Onboarding program is designed to take you from setup to full operation with confidence, clarity, and control. Whether you’re launching your first tax office or scaling an existing one, we provide step-by-step guidance to ensure you understand not only how to use the software—but how to run your business like a professional.
You’ll receive hands-on training, real-world scenarios, and strategic insight that goes beyond basic functionality. We walk you through system setup, tax workflows, bank products, and operational best practices so you can start strong from day one.
Our onboarding is personalized, not generic. We meet you where you are and build you up to where you need to be—equipping you with the tools, knowledge, and support to operate efficiently and profitably.
And it doesn’t stop after setup.
With ongoing support, updated training resources, and continued guidance, you’ll never feel like you’re figuring things out alone.
Because at Preferred Plus…
We don’t just train you.
We invest in you.
Ongoing Support & Consulting
At Preferred Plus Tax Software, support doesn’t stop after setup—it evolves with you. Our ongoing support and consulting services are designed to ensure your business operates efficiently, stays compliant, and continues to grow.
From real-time troubleshooting to advanced business strategy, our expert team is here to provide clear answers, proven solutions, and hands-on guidance when you need it most. Whether you’re navigating software functionality, resolving client issues, or scaling your tax office, you’ll have access to professionals who understand both the system and the business behind it.
We don’t just respond—we advise, guide, and position you for long-term success.
Because strong software is only powerful when backed by stronger support.