Give your clients a reason to refer you and get the tools to grow your tax business. National Tax Software combines professional tax software with a bank-backed referral program, training, and ongoing Zoom support.














Get professional tax software, business support, and our powerful Automated Client Referral Program. Turn your happy clients into your next source of new business.
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Compare Features
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Single Office
$999
For Independent Tax Offices
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BEST FOR GROWTH
Service Bureau
$1,999
For Service Bureau Owners
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|---|---|---|
| TAX PREPARATION SOFTWARE | ||
| Professional Tax Software | ✓ | ✓ |
| Unlimited E-Filing | ✓ | ✓ |
| Client Portal / Mobile Access | ✓ | ✓ |
| Electronic Signatures | ✓ | ✓ |
| ★ AUTOMATED CLIENT REFERRAL PROGRAM | ||
| Automated Referral Program | ✓ | ✓ |
| Referral Tracking & Management | ✓ | ✓ |
| Referral Landing Page | ✓ | ✓ |
| Automated Referral Follow-Ups | ✓ | ✓ |
| Client Referral Rewards Program | ✓ | ✓ |
| CRM & MARKETING | ||
| Customer Relationship Management (CRM) | ✓ | ✓ |
| Automated SMS & Email Follow-Ups | ✓ | ✓ |
| Custom Client Intake Forms | ✓ | ✓ |
| TRAINING & SUPPORT | ||
| Software Onboarding & Setup | ✓ | ✓ |
| Tax Preparer Training | ✓ | ✓ |
| Zoom Technical Support | ✓ | ✓ |
| SERVICE BUREAU TOOLS | ||
| Multi-Office Management | — | ✓ |
| ERO / Office Onboarding Assistance | — | ✓ |
| Service Bureau Business Growth Support | — | ✓ |






Have questions about National Tax Software? Connect with our team.
Interested in Single Office or Service Bureau software? Speak with our team about getting started.
Schedule a DemoAlready an NTS customer? Access technical assistance through your provided Zoom support link.
Zoom SupportQuestions about training, onboarding, customized courses, or business development opportunities?
[email protected] Send an Email


Our Address: 140 Cypress Creek Dr Houston, TX 77090
Our Phone: 936-242-3281
Our Email: [email protected]