PURPOSETAX SOFTWARE AND SOLUTIONS INTEGRATED BY CROSSLINX AND TAX SLAYER
Let Me Help You Scale Your Tax Business and Preparation Skills To The Next Level. I’ll Give You The Blueprint—It’s Up To You To Run The Play.
Who We Are
ABOUT
PURPOSE TAX
At PurposeTax Software and Solutions, we believe that success in the tax industry begins with the right tools, training, and support. Our mission is simple: to help tax professionals, EROs, and service bureaus scale their business, maximize profits, and stay ahead in a competitive market.
With years of expertise in tax preparation and financial services, we designed PurposeTax to be more than just software—it’s a complete business solution. From professional tax software packages (Basic, Pro, and Elite) to ongoing training, mentorship, and back-office support, we provide everything you need to operate efficiently and grow with confidence.
.jpeg)
WHY CHOOSE
PURPOSETAX SOFTWARE AND SOLUTIONS?
Unlimited E-Filing
Mobile App Included
No Contracts, No Splits
100% Profit Return
Training & Mentorship
.jpeg)
WHAT YOU WILL GET FROM US?
TRAINING & TECHNOLOGY:
At Purpose Tax Solution, we empower you to run your own business with expert training and cutting-edge technology backed by a trusted company. From day one, you’ll have access to the knowledge, tools, and resources you need to build a successful tax business.
MARKETING STRATEGIES:
In the tax industry, success relies more on location and marketing than on preparing returns. Our tax software is so intuitive that anyone can complete a return in just minutes. The real challenge? Bringing clients through the door.
PERSONAL COACH:
You’ll be paired with a dedicated personal coach—an experienced professional who has successfully operated tax offices and guided countless entrepreneurs in this industry.
SOFTWARE PACKAGES
BASIC SOFTWARE PACKAGE
for Tax Preparers/ERO
-
Individual Tax Software with Mobile App
-
Unlimited Efiling (All States)
-
Unlimited User Accounts
-
Bank Products and Programs
-
Tax Training, Tax Updates, Technical Support
-
No Locked In Contracts, No Revenue Splits
-
100% Prep Fee Return and Profit
-
Fee Incentives and Referral Programs
-
•EFIN Assistance (Optional) at 85/15 Split
ELITE SOFTWARE PACKAGE
for ERO and Service Bureau
Includes all features of Pro, plus:
-
Franchise Tax Software
-
Software Branding Option
-
Unlimited Sub-sites
-
Tax Training Book & Course
-
Mentorship Program
-
Enhanced Marketing & Partner Support
-
FREE Software for EROs with 250+ Funded Bank Products (Subject to verification)
HOW TO GET STARTED
Step 1
PURCHASE
Choose the package that aligns with your business goals.
Step 2
SIGN AGREEMENT
Agreement will be emailed to you. Review and sign the agreement to move forward.
Step 3
ON-BOARDING
Book a session to discuss your goals and expectations.
Step 4
ATTEND TRAINING
Learn the skills to launch and grow your tax business.
Step 5
LAUNCH
Open your office and start serving clients with confidence.
FREQUENTLY ASKED QUESTIONS
MENTORSHIP
If you’re already established in the tax industry and ready to elevate your business to the next level, welcome. Our Service Bureau Mentorship at Purpose Tax Solution is designed for experienced service bureau owners who want to scale, lead with confidence, and create a lasting legacy. This isn’t for beginners—it’s advanced-level support, strategy, and guidance for professionals who’ve already put in the work and are ready to go even bigger. If that sounds like you, apply now and let’s build something extraordinary together.
PHONE NUMBER
281-662-5630