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How does TaxProfessionals.com work?

Put simply - We give you the ability to intersect our traffic with your business.

Step 1

Step 1

Taxpayers search for you or Tax Professionals online. TaxProfessionals.com shows up first on Google for thousands of search terms.

Step 2

Step 1

Visitors arrive and view local profiles.  PRO members show up first.  Visitors read your awesome reviews and company expertise.

Step 3

Step 1

Taxpayers reach out to you and can even send files/photos to you from their computer or phone directly from your profile.

Step 4

Step 4

We let you communicate with your new prospect directly.  You keep the client direct for years to come, Let your profile be the best referral tool!

Numbers You Can Count On!

300k+

Step 1

Taxpayers on TaxProfessionals.com site every tax season.  This is the largest gathering of taxpayers looking for Tax Pro's online. 

3:42

Step 1

Average number of minutes a taxpayer stays on the site.  This is an eternity and means taxpayers are interested in researching you.

4.50

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Average number of Tax Pro's our visitors view.  We will help you optimize your profile so that our taxpayers reach out to you.

Unlimited Everything

Never worry about size constraints ever again.  Large Quickbook files, large document packages, even Videos.  We transfer and store whatever you can throw at us! 

Security First

What portal can say they are HIPPA and Gramm-Leach-Bliley compliant?  We can.  Give your clients peace of mind with our ultra secure platform.

Merchant Services

Require clients to check out online to receive their prepared tax docs or send them an online invoice. Integrated merchant services gives your clients an easy way to pay you.

Frequently Asked Questions

I’M COMPUTER CHALLENGED, CAN YOU HELP ME SETUP MY PROFILE?

Step 1

Of course!  But first, take a quick look after you sign up because it’s extremely simple to set your profile up.  The moment you have a question, we have a wonderful support staff that is ready to help you. Just email us at support@taxprofessionals.com with what you want your profile to say.  Attach your picture and/or logo and we’ll upload that too.  If you need a call, just let us know when and we’ll call you when it’s most convenient for you.  Customer Service is our first priority!


HOW DOES THE FILE TRANSFER SYSTEM WORK?

Step 2

It’s ultra simple and ultra secure.  You or your clients can upload non editable docs (i.e. Picture files, PDF Files, etc.) to your portal.  You can send documents directly to your clients with a password that you choose.  You can also check a box that says you want to get payment first.  Just fill out how much you want to charge and you’re done.  This was custom built specifically for Tax Professionals with ease of use and ultimate security in mind.

IS YOUR FILE TRANSFER SYSTEM REALLY THAT SECURE?

Step 2

First, our platform is Gramm-Leach-Bliley and HIPAA Compliant (for medical bills) and utilizes un-compromised security practices.  You can confidently tell your client that their documents have the highest security possible now.

WHAT ARE THE MERCHANT SERVICE FEES?

Step 2

The rates are 2.65% plus $0.15 on transactions using the swiper and 3.3% plus $0.15 using the computer’s virtual terminal or our file transfer system. There is also a small $5 per month bank maintenance fee.

WHAT FILE TYPES DO YOU SUPPORT?

Step 2

We support all file types, all sizes and unlimited storage.  You have access to the most flexible file transfer platform on the market now!  

IS IT TRULY RISK FREE?

Step 1

You can completely try out our service risk free for a full 30 days.  Just send us a short email and we'll refund you within 1 business day, guaranteed!

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