RightWay Tax Solutions

Name

RightWay Tax Solutions

Legal name

RightWay Tax Solutions | United States

Website

https://rightwaytaxsolutions.com

Company type

Private

Founded year

2013

Operating status

Operating

Headcount range

11–50 employees

Ownership category

akta.pro rank

Product category

Tax Preparation Software

NAICS

Tax Preparation Services (541213), Accounting, Tax Preparation, Bookkeeping, and Payroll Services (54121), Document Preparation Services (561410)

SIC

Services-Prepackaged Software (7372)

akta.pro primary industry

Tax Return Filing, Processing & Assessment (BPAIADAC)

akta.pro secondary industries

Tax Advisory & Compliance (BPAHABAB), Tax Planning & Personal Tax Optimization Tools (FSAGADAJ)

Keywords

• Tax preparation software
• Tax office management
• Electronic filing software
• Multi-office management
• Identity protection services

Headquarters

HQ city

Lodi

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure

Revenue model

1. Tax Software Licensing (Desktop / Dashboard): One-time or recurring licensing fee for desktop-installed RightWay tax preparation software supporting individual returns, corporate returns, all states, and electronic filing. Targeted at single and multi-office tax preparers.
2. Pro Online / ProWeb Subscription: Recurring subscription for 100% cloud-based, web-based RightWay software offering the same feature set with the added power of the cloud. Supports remote workforce and includes mobile app integration.
3. Rebates and Bank Product Incentives: Revenue from rebates on bank products (e.g., refund transfer products) offered through banking partnerships with Santa Barbara TPG and Refund Advantage. Pricing is positioned as offering "exclusive rebates, the lowest prices, and zero hidden fees" with "industry-leading rebates on top-tier tax software."
4. Add-On Solution Subscriptions (Paperless, Textellent, Cloud Reporting, Multi-Office Mgmt, Co-branding): Monetized add-on modules bundled or sold alongside core software: brandable mobile app, paperless office workflow, text messaging campaign platform (Textellent), cloud reporting, multi-office management, and co-branding.
5. DefendMyID Reseller Commission / Licensing: Reseller revenue from offering tax clients comprehensive Identity Theft Protection, Credit Monitoring, and Restoration services (powered by DefendMyID) at a bargain price through tax office channel partners.
6. Reseller / Service Bureau Program Revenue: Channel revenue from Referral Programs and Service Bureau Programs that enable tax offices to resell RightWay software and services to downstream preparers and end-clients.

Pricing tiers

Go-to-market motion1 record

Distribution channels5 records

Marketing channels10 records

Core offering

RightWay Tax Solutions develops and sells tax preparation and tax office management software used by professional tax preparers. Its portfolio includes RightWay Desktop, Pro Online/ProWeb (cloud-based), and Dashboard platforms for individual and corporate returns across all states, with electronic filing, multi-office management, paperless workflows, brandable mobile apps, SMS marketing, cloud reporting, and integrated identity theft protection services.

Product overview

RightWay Tax Solutions delivers a platform-plus-modules tax preparation and tax office management portfolio anchored by three core products — RightWay Desktop (on-premise tax software for individual and corporate returns with electronic filing and customer retention tools), RightWay Pro Online/ProWeb (a 100% web-based equivalent delivering cloud-native access for distributed preparers), and RightWay Dashboard (a Desktop variant that layers Multi-Office Management controls, preparer logins, and configurable office templates on top of the base Desktop platform). Layered on top of these core products is a set of add-on solutions: the Brandable Mobile App, Paperless Office (Scan–Sign–Send), Text Messaging via Textellent, Cloud Reporting, Multi-office Management, Co-branding, the ID & Credit Protection bundle powered by DefendMyID, and the Customer Portal — together providing tax offices with end-to-end workflow, client engagement, and value-added services.

Differentiator

Problem solved

Functional benefit

Brands

• RightWay Mobile App (Brandable Mobile App / Phone App): Brandable mobile application for tax offices allowing clients to snap, scan, and sign tax documents from their phone or tablet; the app is co-branded with the tax office's own logo and name.
• Textellent

Products and services

• RightWay Desktop Comprehensive desktop tax preparation software for individual 1040 returns, corporate returns, and all states, featuring electronic filing, quick customer search, customer retention tools, and integrated paperless office (scan/sign/send) workflow with Topaz signature pad and Motorola DS6707 scanner support.
• RightWay Pro Online 100% web-based tax preparation and business management platform delivering the full feature set of RightWay Desktop plus cloud-native access for dynamic control of business operations and a distributed workforce. Supports e-file of original 1040 returns and 1040X amended returns.
• RightWay ProWeb Cloud-based tax office software platform providing web-based tools for dynamic, innovative control of business operations and workforce from any location; positioned as the cloud counterpart to the Desktop solution with built-in safeguards and workflow controls.
• RightWay Dashboard Desktop-based tax software with Multi-Office Management controls and visibility layered on top of RightWay Desktop, enabling office creation, preparer logins, default template configuration, and centralized oversight of branch operations.
• Brandable Mobile App White-labeled iOS/Android mobile application that lets tax office clients snap, scan, and sign tax documents from a phone or tablet and message their preparer; pulls client-entered information directly into the RightWay tax software and supports e-signature of completed returns.
• Paperless Office Document management capability (Scan–Sign–Send) embedded in every RightWay software solution that captures electronic signatures via Topaz signature pad, touchscreen finger signing, or mouse, stores documents, and delivers encrypted returns to clients using last-four-of-SSN as passkey to increase efficiency and reduce liability.
• Text Messaging (Textellent) Automated SMS marketing and client-communication platform with campaign functionality that sends appointment reminders, birthday greetings, referral requests, and individual/bulk messages to clients; automated data loading is included for RightWay members.
• Cloud Reporting Web-based reporting tool providing convenient, near-real-time access to consolidated, exportable tax office data with customizable, savable filters and reports, and Excel export functionality.
• Multi-office Management Operational management capability built into ProWeb and Dashboard that provides real-time reporting, office configuration/permissions management, and remote access to actual tax returns across multiple office locations.
• Co-branding Branding program that allows tax office resellers and franchises to present RightWay software under their own brand identity to improve recognition and customer trust, including the brandable mobile app.
• ID & Credit Protection (DefendMyID) Identity theft protection, credit monitoring (single- or tri-bureau Experian/TransUnion/Equifax), CyberSearch internet surveillance, SSN trace, full-service restoration, lost-wallet protection, and up to $1M identity theft insurance offered to tax office clients through DefendMyID.
• Customer Portal Secure client-facing portal allowing taxpayers to message their preparer, upload source documents, and remotely sign their return; documents and signatures flow directly into the client's return in the Scanned Docs menu of the RightWay software.

Quantifiable outcome

• Average customer rating of 4.9 stars across 26 ratings
• +3 more outcomes

Segments4 records

Ideal customer profiles4 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration7 records

Feature9 records

Partnerships

Five partnerships are on record, tiered flagship, core and minor.

• DefendMyIDflagshipStrategic or Co-development PartnerDefendMyID is RightWay's Identity Protection Partner. RightWay resells DefendMyID's identity theft protection, credit monitoring (Experian, TransUnion, Equifax), credit restoration, $1M identity theft insurance, SSN Trace, change of address monitoring, payday loan alerts, sex offender alerts, CyberSearch, and lost wallet services to tax offices and their clients via partner.defendmyid.com. DefendMyID is described as "powered by the most experienced, trusted and technologically advanced provider in the field."
• TextellentcoreTechnology or IntegrationTextellent is the integrated text messaging campaign platform RightWay offers to its members, providing automated appointment reminders, birthday messages, referral requests, individual and broadcast messaging. RightWay has automated the data loading process to integrate with members' tax software; reference is made to a May 6 webinar for Textellent platform training.
• Topaz SystemscoreTechnology or IntegrationTopaz is a supported signature pad hardware manufacturer integrated with RightWay's paperless office workflow for Desktop. Clients plug in the Topaz pad, select a document that needs a signature (bank app, 8879, etc.), and capture signatures directly into the client file.
• Terminus AgencyminorGTM or Marketing PartnerTerminus Agency is credited as the site designer for the RightWay Tax Solutions website ("Site Design By Terminus Agency").
• IRS e-ServicescoreOthersRightWay's tax preparation software integrates with IRS e-Services and IRS Modernized e-File (MeF) for electronic filing of individual 1040 returns, 1040-X amended returns, and state returns. RightWay maintains compliance with IRS publications and Security Summit data safeguards.

Scale indicators6 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• 1040Works: 1040Works is a privately held professional tax software vendor offering cloud-based 1040 preparation, e-filing, and bank product integration for tax preparers. It is highly comparable to RightWay in target customer, deployment model, and reliance on bank product rebate partnerships.
• Drake Software: Drake Software is a privately held professional tax preparation software vendor serving tax preparers and accounting firms across the US with Drake Tax and related products. It is one of RightWay's closest direct competitors in the SMB tax preparer segment, with comparable product breadth (1040, business returns, all states, e-file) and similar customer profile.
• CrossLink Professional Tax Solutions: CrossLink provides professional tax software for individual and business returns with multi-office management, bank product integration, and reseller/service bureau programs targeting small and mid-sized tax preparers. Its feature set, channel model, and customer profile closely mirror RightWay's positioning.
• TaxAct Professional: TaxAct Professional is a professional tax preparation software product from TaxAct targeting tax preparers with individual and business return capabilities at price points aimed at smaller practices. It competes directly with RightWay in the SMB/small-firm tax preparer segment on price and feature parity.
• Intuit ProConnect: Intuit ProConnect (along with Lacerte and ProSeries) is Intuit's professional tax software suite serving tax preparers and accounting firms. It is the largest-scale direct competitor to RightWay, offering cloud-based and desktop tax prep, e-filing, and client portal features overlapping with Pro Online and the RightWay Customer Portal.
• TaxWise: TaxWise (owned by Wolters Kluwer) provides professional tax preparation software for individual and business returns targeted at tax preparers and small accounting firms. It directly competes with RightWay in the professional tax software category with overlapping feature sets around 1040, state returns, and e-filing.

Broad incumbents

• H&R Block Premium & Business: H&R Block is a national consumer and small-business tax preparation brand offering Premium & Business products alongside DIY software. As a broad incumbent it overlaps with RightWay's downstream tax-preparer ecosystem by enabling in-office preparation at its own retail locations and franchise network.
• Thomson Reuters UltraTax CS: UltraTax CS is Thomson Reuters' professional tax preparation software aimed at accounting firms and larger tax practices with integrated workflow, state and federal compliance, and e-filing. It serves an overlapping but higher-end customer segment than RightWay, competing for any multi-office or franchise customer that scales upward.
• Liberty Tax: Liberty Tax is a national tax preparation franchise brand with a significant service-bureau and franchisee ecosystem that overlaps with RightWay's franchise and multi-office tax office segments. As a broad incumbent it competes indirectly for the same downstream preparer and end-client relationships that RightWay enables through its software.
• CCH Axcess Tax: CCH Axcess Tax (Wolters Kluwer) is a cloud-based professional tax preparation platform serving accounting firms with individual, business, and entity returns, plus workflow and integration capabilities. It represents a larger-scale incumbent that competes for the same mid-market professional tax software spend as RightWay.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/rightway_tax
• Facebookfacebook.com/rwtsolutions
• LinkedInlinkedin.com/company/rwtsolutions
• Instagraminstagram.com/rwtsolutions
• YouTubeyoutube.com/c/RightWayTaxSolutions

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about RightWay Tax Solutions