What TaxSlayer Pro does

TaxSlayer Pro is a U.S. professional tax preparation software vendor serving independent tax preparers, enrolled agents, Electronic Return Originators (EROs), CPAs, and service bureau resellers across the country. Operating as TaxSlayer Pro LLC from Augusta, Georgia, the company originated in 1965 as Rhodes-Murphy & Co., a family-owned tax preparation firm, and began commercializing its proprietary software to outside professionals in 1992 after developing it for internal use beginning in 1989.

The product portfolio consists of three core packages: TaxSlayer Pro Web (cloud-based, $1,395-$1,595), TaxSlayer Pro Premium (desktop, full corporate forms suite, $1,495-$1,695), and TaxSlayer Pro Classic (desktop individual 1040 focus, $1,195-$1,395), supplemented by the TaxesToGo mobile app, the Account Hub management portal, a Service Bureau white-label reseller program, and a 2025 Web + Corporate hybrid bundle. The underlying technology supports comprehensive federal and state form coverage (1040, 1041, 1065, 1120, 1120-S, 990 series, and over 100 additional forms), integrates with at least six refund settlement banks for fee deduction from client refunds, and connects to signature pad hardware plus partner products such as Audit Maintenance Pro, Protection Plus, SecurelyID, The TaxBook WebLibrary, ERO Cyber Security, and education providers Latino Tax Pro and Surgent.

Revenue is generated primarily through annual software subscriptions ($1,195-$1,795 per seat), transactional bank product rebates from partner banks, referral commissions on add-on products ($10 per SecurelyID sale, up to $15 per Audit Maintenance Pro rebate), and white-label reseller economics via service bureaus. Go-to-market combines direct e-commerce purchase, inside sales (1-888-420-1040), event-based marketing through the IRS Tax Forums in five cities, an annual virtual user seminar, and a multi-language (English and Spanish) support infrastructure. The company is privately held with no disclosed external funding and operates with a 51-100 employee headcount.

Name

TaxSlayer Pro

Legal name

TaxSlayer Pro LLC

Website

https://www.taxslayerpro.com

Company type

Private

Founded year

1965

Operating status

Operating

Headcount range

51–100 employees

Short description

TaxSlayer Pro is a privately held U.S. provider of cloud-based and desktop professional tax preparation software, serving independent tax preparers, EROs, enrolled agents, CPAs, and service bureaus with subscriptions, integrated bank products, and partner add-ons.

Ownership category

akta.pro rank

Product category

Professional Tax Preparation Software

NAICS

Software Publishers (513210), Tax Preparation Services (541213)

SIC

Services-Prepackaged Software (7372)

akta.pro primary industry

Tax Advisory & Compliance (BPAHABAB)

akta.pro secondary industry

Embedded Tax, Accounting & Invoicing Finance (FSAGALAJ)

Keywords

• Professional tax software
• Tax preparation software
• Cloud tax filing
• Electronic return origination
• Refund transfer products

Headquarters

HQ city

Augusta

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

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

Revenue model

1. Software Subscription Licenses: Annual subscription model for professional tax preparation software with three tiers (Classic, Web, Premium) and add-on corporate module. Pricing ranges from $1,195-$1,495 for annual licenses with promotional pricing. Includes unlimited e-filing and support.
2. Identity Protection Commissions: Earn $10 commission per sale when offering SecurelyID identity protection product to clients at $39.99 per sale. Commissions paid through Account Hub.
3. Bank Product Rebates: Preparers receive rebates from partnered refund settlement banks at end of each tax season based on volume of bank products processed.
4. Audit Protection Add-on: Preparers earnrebates up to $15.00 per return when offering Audit Maintenance Pro audit protection to clients at no upfront cost.

Pricing tiers

Go-to-market motion2 records

Distribution channels4 records

Marketing channels9 records

Core offering

TaxSlayer Pro develops and sells professional tax preparation software used by U.S. tax preparers, EROs, enrolled agents, CPAs, and service bureaus to prepare and e-file individual and business client tax returns. The portfolio spans cloud (Pro Web) and desktop (Pro Premium, Pro Classic) deployment, supported by a mobile intake app (TaxesToGo), a centralized Account Hub, integrated refund transfer/bank products, and an ecosystem of partner add-ons for audit protection, identity protection, tax research, and preparer education. Revenue comes primarily from annual software subscription licenses priced between $1,195 and $1,995.

Product overview

TaxSlayer Pro is a professional tax preparation software company offering a portfolio of three core software packages (TaxSlayer Pro Web, TaxSlayer Pro Premium, and TaxSlayer Pro Classic) designed for tax preparers filing client tax returns. The portfolio includes cloud-based and desktop-based deployment options, with Web being the cloud offering and Classic/Premium as desktop solutions. Account Hub serves as the central management platform. The ecosystem is extended through integrated bank products (refund transfers), the TaxesToGo mobile app, and multiple add-on partnerships covering audit protection (AMP, Protection Plus), identity protection (SecurelyID), tax research (The TaxBook WebLibrary), education (Latino Tax Pro, Surgent), and cybersecurity (ERO Cyber Security). A Service Bureau program enables resellers to brand and distribute the software.

Differentiator

Problem solved

Functional benefit

Brands

• TaxesToGo: Mobile tax preparation app allowing clients to securely send tax documents to preparers
• Pro Web
• Pro Premium
• Pro Classic

Products and services

• TaxSlayer Pro Web Cloud-based professional tax preparation software that lets tax preparers access tax tools from any device with internet connection. Supports unlimited 1040 returns, state filings, digital signatures, the TaxesToGo mobile app, and client portal; designed for independent tax preparers and small practices.
• TaxSlayer Pro Premium Desktop-based professional tax software for individuals and businesses with paperless office tools, the TaxesToGo mobile app, client portal, Tax Status Now feature, and the full corporate business suite (Forms 706, 709, 990, 1041, 1065, 1120, 1120-S). Built for CPA firms and tax practices handling mixed individual and business returns.
• TaxSlayer Pro Classic All-inclusive desktop tax software for small business tax preparers. Includes unlimited 1040 program, free unlimited e-filing, all states, top-rated support, and bank product integration. Designed for small tax preparation practices focused on individual client returns.
• TaxesToGo Mobile App Fully integrated mobile application enabling tax professionals to receive client documents remotely, communicate via chat, process digital signatures, and work from anywhere. Clients can securely send tax documents and pictures directly to preparers; available on Android and iOS with multi-factor authentication.
• Account Hub Central management portal for TaxSlayer Pro users. Primary resource for applying for bank products, accessing reports, managing business operations, customizing mobile apps, downloading marketing templates, accessing partner products, and renewing software.
• TaxSlayer Pro Service Bureau Reseller program allowing tax preparation businesses to brand and resell TaxSlayer Pro software under their own company logo. Enables service bureaus to grow business, set pricing, and diversify revenue streams while TaxSlayer provides software, training, and support.
• Integrated Bank Products (Refund Transfers) Financial products enabling clients to deduct tax preparation fees directly from their refund. Includes refund transfers and advance loans through partner banks (Refund Advantage, SBTPG, EPS, Refundo, plus additional settlement banks), allowing preparers to get paid faster without client out-of-pocket costs while earning end-of-season rebates.
• TaxSlayer Pro Web + Corporate Bundle Hybrid bundle that combines TaxSlayer Pro Web (cloud-based individual returns) with desktop-based corporate software for filing both individual and business returns. Marketed to CPA firms and practices with mixed individual and corporate tax workflows; pricing requires contacting the sales team.

Quantifiable outcome

• 93% customer retention rate after switching to TaxSlayer Pro
• +1 more outcomes

Named customers5 records

Segments5 records

Ideal customer profiles5 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration8 records

Feature5 records

Partnerships

Eleven partnerships are on record, tiered core and supporting.

• Refund Advantage (Pathward)coreGTM or Marketing PartnerRefund settlement bank offering refund transfer products. Clients can deduct preparer fees directly from IRS refund. Part of six-bank network providing comprehensive bank product options for preparers.
• Santa Barbara Tax Products Group (SBTPG)coreGTM or Marketing PartnerMajor refund settlement bank specializing in tax-related financial products. Enables preparers to receive fees through refund transfers and offer advance refund options to clients.
• EPS (Division of MetaBank)coreGTM or Marketing PartnerTax refund transfer bank providing fee collection through client refunds and advance refund loan products. Integrated with TaxSlayer Pro Account Hub.
• Refundo (Division of MetaBank)coreGTM or Marketing PartnerRefund settlement bank offering refund transfer and advance products. Completes TaxSlayer Pro's six-bank partner network for maximum flexibility.
• Audit Maintenance Pro (AMP)coreGTM or Marketing PartnerLow-cost audit protection product exclusively integrated with TaxSlayer Pro. Provides 3-year coverage, Enrolled Agent representation, and pays preparers up to $15/rebate per return. No upfront cost to preparers.
• Protection PlussupportingGTM or Marketing PartnerTax audit defense and resolution service covering federal and state tax issues, tax fraud assistance, tax debt relief, and $1 million protection. Includes $2,500 guarantee for preparer errors.
• SecurelyID (Powered by Experian)supportingGTM or Marketing PartnerIdentity theft monitoring and restoration product. Costs $39.99 per client, preparers earn $10 commission. Includes credit monitoring, dark web surveillance, SSN trace, and $1 million insurance.
• The TaxBook WebLibrarysupportingTechnology or IntegrationOnline tax research tool integrated into TaxSlayer Pro software. Provides up-to-date IRS guidance, bookmarks, archives, and keyword search for preparers.
• ERO Cyber SecuritysupportingGTM or Marketing PartnerCyber liability protection and compliance platform for tax preparers. Includes online compliance materials, training programs, WISP templates, and breach response procedures.
• Latino Tax Pro (LTP)supportingGTM or Marketing PartnerSpanish-language tax education provider offering courses in Spanish and English. 20% discount for TaxSlayer Pro customers. Courses include AFSP, AFTR, tax prep, and continuing education.
• Surgent Accounting & Financial EducationsupportingGTM or Marketing PartnerTax education partner offering exam prep (EA and CPA), income tax school courses, and CPE courses. 96% pass rate for EA exam, 92% for CPA exam. Features A.S.A.P. Technology for personalized study.

Scale indicators4 records

Recent moves14 records

Expansion highlights5 records

Direct peers

• Intuit ProConnect Tax Online: Intuit's cloud-based professional tax software for accountants and tax preparers, integrated with QuickBooks ecosystem. Competes directly with TaxSlayer Pro for mid-market CPA firms and enrolled agents, with the advantage of Intuit's broader accounting platform.
• Intuit ProSeries: Intuit's professional desktop tax preparation software serving small and mid-sized accounting firms. Competes head-to-head with TaxSlayer Pro Premium and Classic, particularly in the desktop segment and CPA firm segment.
• TaxAct Professional: TaxAct's professional tax preparation software serving EROs and tax preparers. Listed by TaxSlayer Pro as a supported data conversion source, confirming direct competition for independent and small-firm preparers.
• Drake Software: Drake Software provides professional tax preparation software (Drake Tax) for individual and business returns, serving independent tax preparers and small firms. TaxSlayer Pro explicitly lists Drake as one of the supported data conversion sources for switchers, indicating direct head-to-head competition.
• Wolters Kluwer TaxWise: TaxWise is a Wolters Kluwer professional tax software product for individual and business returns. TaxSlayer Pro lists TaxWise among supported conversion sources, indicating direct overlap in customer segments and product positioning.
• Wolters Kluwer ATX: ATX is Wolters Kluwer's professional tax software for small to mid-sized firms and accountants. Listed by TaxSlayer Pro as a conversion source, positioning it as a direct competitor in the same desktop professional segment.

Broad incumbents

• Liberty Tax Service: Liberty Tax operates franchise tax preparation offices with proprietary software. While primarily consumer-facing, its professional tax software is used by preparers and represents a broader incumbent alternative to TaxSlayer Pro's offerings.
• Jackson Hewitt: Jackson Hewitt is a large franchise-based tax preparation retailer with proprietary professional tax software used by its franchisees. While it serves a more retail/consumer segment, it competes for the same pool of professional preparers TaxSlayer Pro targets.
• H&R Block Premium & Business: H&R Block operates both DIY consumer tax software and a national franchise of retail tax preparation offices, offering professional software tools internally. Competes indirectly with TaxSlayer Pro by serving some of the same end-clients through franchise preparers.

Emerging players

• OLT (Online Taxes): OLT provides professional tax preparation software for smaller preparers and is listed by TaxSlayer Pro as a supported data conversion source. Closely comparable in target market and product scope, representing a smaller-scale direct peer.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• YouTubeyoutube.com/channel/UCkvdLejhwZiVRdo0yvVZn7A
• LinkedInlinkedin.com/company/taxslayer-pro
• Facebookfacebook.com/TaxSlayerPro

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles16 records

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 TaxSlayer Pro