Preferred Plus Tax Software
Preferred Plus Tax Software
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Welcome to Preferred Plus Tax Software

Bank Products Integration

Our software integrates seamlessly with trusted bank product providers, allowing you to offer clients convenient payment options such as having preparation fees deducted directly from their refund. This not only improves the client experience but also helps you get paid efficiently without delays, reducing out-of-pocket collection issues and increasing your overall cash flow.

E-Filing Capabilities

File federal and state tax returns electronically with speed and accuracy. Our system is designed to streamline the submission process, reduce errors, and provide real-time status updates so you and your clients stay informed every step of the way. This ensures faster processing, quicker acknowledgments, and a more professional experience overall.

Secure Cloud Access

Operate your tax business from anywhere with secure, cloud-based access to your software and client data. Built with data protection and compliance in mind, our system allows you to work remotely without sacrificing security. No downloads, no installations—just reliable access whenever and wherever you need it.

Multi User Functionality

Easily manage your team with multi-user access designed for collaboration and control. Whether you have one preparer or an entire office, you can assign roles, manage permissions, and oversee operations without confusion. This allows your business to run efficiently while maintaining structure and accountability across your team.

Scalable for Multiple Offices

Whether you’re operating a single location or expanding into multiple offices, our platform is built to grow with you. Manage multiple locations, preparers, and workflows under one system without compromising performance. As your business expands, your software is already equipped to support that growth—no need to switch systems or start over.

IT Consulting

Our IT consulting services help businesses to streamline their operations and increase their productivity. We provide expert advice and guidance to help you make informed decisions.

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Preferred Plus Tax Software

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