Run your tax business smarter, faster, better.
The Tax Collective gives independent tax professionals the enterprise-grade tools, training, and community they need to grow a profitable office β all in one platform.
How it works
Getting started takes less than a day. Here's your path from sign-up to filing returns.
Purchase Your Package
Choose the Tax Collective Elite bundle β one powerful, flat-rate price with everything included.
Set Up Your Office
Access your cloud dashboard and configure your business profile, ERO number, and branding in minutes.
Train Your Team
Leverage our step-by-step training program to onboard staff and master every feature fast.
Grow & File
Start acquiring clients, filing returns, and growing your tax office revenue with proven strategies.
Tax
Built by a preparer, for preparers.
The Tax Collective was born out of frustration. Our founder, Jerkaria Thomas, spent years navigating overpriced, clunky tax software that wasn't designed for independent preparers like her.
She built The Tax Collective to give every tax professional β regardless of office size β access to the same enterprise-grade tools and growth strategies used by the biggest firms in the country.
Today, The Tax Collective powers hundreds of tax businesses across the U.S., helping preparers file more returns, earn more revenue, and serve their communities with confidence.
Innovation First
We constantly evolve our platform so you stay ahead of the industry.
Community Driven
A network of preparers who help each other grow every day.
Excellence
We hold ourselves to the highest standards in software and service.
Trustworthy
Bank-level security and full compliance so you can focus on clients.
What our preparers say
Hundreds of tax professionals have grown their businesses with The Tax Collective.
Got questions? We've got answers.
Everything you need to know before getting started with The Tax Collective.
Ask Us Anything βReady to build your dream tax office?
Join hundreds of tax professionals who've transformed their business with The Tax Collective β one flat rate, everything included, zero regrets.
Cloud-based tax preparation software
Work from any device with a secure, flexible experience that supports both you and your clients. Streamlined workflows, real-time collaboration, and professional-grade output β all in one platform.
Bank-Level Security
End-to-end encryption and secure client portals keep sensitive tax data safe at every step.
Lightning-Fast Filing
Streamlined e-file workflows get returns submitted faster with built-in error checking.
Real-Time Reports
Track your office performance with live dashboards, revenue reports, and client analytics.
Client Collaboration
Invite clients to a secure portal where they can upload docs and sign returns digitally.
Multi-Office Support
Manage multiple locations, staff, and ERO numbers from one unified admin dashboard.
Training & Support
Access onboarding resources, live support, and a community of professional tax preparers.
Find a Tax Preparer
Connect with a certified preparer in our network ready to help you.
Let's Get You Started
Fill out your information to start transforming your tax business today. No hidden fees β just one powerful package.
- Professional Tax Software
- How To Create Irresistible Offers For Your Tax Office!
- The Ultimate Guide To Creating Referral Promotions
- The 10x Referral Strategy
- Fast Action Prospecting Strategies
- Bulletproof List Building Formula
- Generate Customers with Tax Nitro
- Automate Your Tax Office Workflow
- BONUS: Team Training Exercises
Meet the Team
The dedicated professionals behind The Tax Collective.
We'd love to hear from you.
Have questions about our software, pricing, or how to grow your tax business? Reach out β our team responds fast.
Email Us
Call Us
Business Hours
MonβFri, 9amβ5pm
Our Office
110 W Randol Mill Ste 248
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Schedule a consultation or onboarding call with our team β completely free, no pressure.
The Tax Collective β Live Calendar
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