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How It Works

Profit Edge is an industry leading buying group & services company serving tax professionals and business owners just like you.
 
We partner with tax offices across the US, and use our collective buying power to negotiate the best deals on tax prep software & bank products. And we pass those savings on to our member customers.
 
But it's more than just discounts on software and bank products. Our members get white-glove service and are treated like valued customers, ensuring they receive the support and benefits they deserve. 
 
Profit Edge Benefits:
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Say good bye to being handcuffed to one software and dealing with fee increases and limited support. Profit Edge is proud to offer 3 industry-leading software options. 

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Get ready to experience exceptional support with our seasoned full-time staff who truly understand taxes and the software!

 

With a dedicated Customer Success Manager, you'll always have someone to call on when you need assistance.

 

Our full-service onboarding will have you up to speed in no time, while our comprehensive networking and technical support ensure everything runs smoothly during tax season.

 

We're always working with and negotiating with our software and banking partners to be able to provide the best pricing to our customers.

 

Our bank product integration will help you maximize the offerings for your customers.

 

With Profit Edge, you'll have everything you need to make this tax season the best one yet!

SOFTWARE & SERVICE

  • Online & Desktop Software

  • Personal & Business Returns

  • Easy to Set Up and Use

  • Direct & Interview Mode

  • Bank Product Integration

  • Mobile App & Remote Signature

  • Multi-Office & Multi-User

SUPPORT & PRICING

  • English & Spanish Support

  • Dedicated Account Manager

  • Seasoned Staff

  • Full-Service Onboarding & Training

  • Technical Support

  • Keep 100% of Your Prep Fees

  • Discounts on Software

Our Partners Include:
 

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With our extensive experience and strong relationships in the tax industry, we work to negotiate with our network of software and banking partners.

 

This collaboration allows us to provide our customers with the best pricing available, as well as top-notch service and support.

 

Our goal is to empower you to run your business successfully, ensuring that you have the tools and resources you need to thrive in a competitive landscape.

 

We're committed to your success and are excited to support you every step of the way!

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