Transform how your tax business operates with intelligent, growth-driven solutions.
From workflow automation and funded client referrals to multi-office management, Nationwide Tax Advisor helps professional preparers and service bureaus scale faster, file accurately, and maximize revenue.
Official Authorized Banking & Refund Settlement Partners
Committed To Excellence
Unwavering support, proven compliance, and dedicated practice growth.
Let's take a look at what we have for you!
Nationwide Tax Advisor delivers a comprehensive suite of professional software and strategic advisory tailored for modern tax preparers. Every capability is anchored in our foundational pillars: Product Excellence, Streamlined Processes, and Unwavering Value Commitment.
Product Excellence
Our industry-tailored tax software platforms are purpose-built for high-volume offices. We continuously adapt to IRS updates and state regulatory shifts every season, ensuring unmatched speed, diagnostic accuracy, and stability.
Streamlined Process
We have engineered a frictionless workflow that practitioners rely on year after year. From rapid seasonal setup and bank product approval to ongoing video analyst guidance, our proven playbook eliminates operational hurdles.
Unwavering Value Commitment
We provide unmatched, measurable commercial value. Our unique offering directly multiplies your revenue through funded referral programs and loyalty advance capital. We are authentic business partners invested in your sustainable victory.
A Complete Online Solution24/7 Cloud Access
Our web-based tax software package empowers preparers to prepare, audit, and electronically file individual and small business returns securely from any browser or connected device.
Gain complete electronic filing across all state and federal jurisdictions with complimentary e-filing, comprehensive multi-state returns, real-time diagnostic error checking, and industry-leading live technical support. Enjoy a custom-built, fully integrated tax office CRM engineered specifically to convert prospective leads and scale operations.
Professional Tax SoftwareTrusted Industry Heritage
Nationwide Tax Advisor Desktop stands out as the premier high-volume desktop professional tax software suite in the tax preparation industry. Meticulously built to meet the rigorous demands of bustling brick-and-mortar offices and multi-location firms requiring lightning-fast data entry and instantaneous return calculations.
Our desktop suite (including top selections from TaxSlayer, CrossLink, and TaxWise) has consistently proven its unmatched reliability, sub-second calculation engines, robust offline resiliency, and bank advance integration year after year.
Proven Results From Working With Us
Our track record speaks volumes. Here is why professional tax offices across the country continue to build their future with Nationwide Tax Advisor.
50,000+
Satisfied Customers
25+ Years
Industry Experience
$25M+
Loyalty Advances Funded
15+ Tools
Integrated Products
Everything Your Practice Needs In One Ecosystem
Six purpose-built capabilities that separate Nationwide Tax Advisor from ordinary software providers - engineered to grow revenue, protect quality, and remove friction from every client interaction.
Automated-Referrals
Direct deposit referral payouts funded automatically to multiply your clientele.
Read More Zero SetupLive Screen Sharing
Zero-friction screen sharing built directly into your tax professional CRM.
Read More Instant SupportOne Tap Zoom Support
Direct on-demand video access to seasoned tax analysts and technical specialists.
Read More Telecom CRMIntelligent Call Tracking
Track, record, and route incoming marketing calls right inside your tax office console.
Read More Client FavoriteMobile Link Remote Filing
Empower taxpayers to upload W-2s, sign documents, and track status with zero app download.
Read More 98% Open RateOmnichannel SMS Engine
Automate appointment alerts, filing updates, holiday greetings, and mass promotions via SMS.
Read MoreAutomated-Referrals
Direct deposit referral payouts funded automatically to multiply your clientele.
Leverage your existing client relationships to drive explosive growth this tax season with Nationwide Tax Advisor. As an industry-exclusive advantage, we provide a fully integrated, funded automated referral platform. You designate the reward amount, and our capital funds it directly! Eliminate tedious spreadsheets and manual reconciliations. Effortlessly disburse custom referral links to your customers, direct deposit referral bonuses instantly upon acknowledgment, and automate your client acquisition pipeline.
- Direct Deposit Payouts
- Advances Up to $1,000
- Automated Text Notifications
- Paid Immediately On Acknowledgment
Automated-Referrals
Direct deposit referral payouts funded automatically to multiply your clientele.
Included With
Starter, Pro & Elite Packages
Live Screen Sharing
Zero-friction screen sharing built directly into your tax professional CRM.
Immediate, frictionless remote collaboration between preparers, branch managers, and client specialists is essential during peak tax season. Nationwide Tax Advisor delivers native desktop and browser screen sharing with single-click initiation from your CRM dashboard. Banish convoluted conference codes and cumbersome third-party downloads; your secure authenticated login validates the connection instantaneously so your staff can resolve complex returns and guide clients cooperatively.
- Integrated High-Fidelity Audio
- Available Across All CRM Seats
- Connect in Under 5 Seconds
- Zero Extra Credentials Required
Live Screen Sharing
Zero-friction screen sharing built directly into your tax professional CRM.
Included With
Starter, Pro & Elite Packages
One Tap Zoom Support
Direct on-demand video access to seasoned tax analysts and technical specialists.
Experience immediate, face-to-face expert assistance with our dedicated One-Tap Zoom channels designed for both sales onboarding and live technical support. Built upon Terrell Dukes commitment to exceptional preparer care, our team connects with you live to resolve software setup questions, review diagnostic warnings, and navigate complex filing dilemmas in real time. Never lose valuable filing hours waiting in generic support queues.
- Direct 1-Tap Video Access
- Real-Time Screen Review
- Instant Connection During Season
- Personalized Senior Analyst Help
One Tap Zoom Support
Direct on-demand video access to seasoned tax analysts and technical specialists.
Included With
Starter, Pro & Elite Packages
Intelligent Call Tracking
Track, record, and route incoming marketing calls right inside your tax office console.
Maximize your marketing spend and maintain comprehensive quality control across every office phone line. Nationwide Tax Advisor provides dedicated tracking numbers embedded directly into your CRM environment. Intelligently route incoming prospective taxpayer inquiries to any satellite office, remote staff member, or mobile device in real time. Gain instant access to recorded inbound and outbound audio, detailed caller logs, and customizable branch greetings.
- Deep Conversion Analytics
- Track Every Advertising Channel
- Intelligent Multi-Branch Routing
- Full Call Audio Recording & Review
Intelligent Call Tracking
Track, record, and route incoming marketing calls right inside your tax office console.
Included With
Starter, Pro & Elite Packages
Mobile Link Remote Filing
Empower taxpayers to upload W-2s, sign documents, and track status with zero app download.
Nationwide Tax Advisor revolutionizes virtual tax preparation with our lightweight Mobile Link technology. Unlike clunky mobile portals that require taxpayers to install third-party applications and create tedious account logins, Mobile Link generates an encrypted, single-use mobile submission link straight from your CRM. Taxpayers snap photos of their W-2s, 1099s, and IDs on their phone; the data flows directly into your tax preparation software leads queue.
- Zero App Download Required
- Automated SMS Activation Link
- High-Resolution Document Capture
- Direct Lead Import to Software
Mobile Link Remote Filing
Empower taxpayers to upload W-2s, sign documents, and track status with zero app download.
Included With
Starter, Pro & Elite Packages
Omnichannel SMS Engine
Automate appointment alerts, filing updates, holiday greetings, and mass promotions via SMS.
Engage clients through the communication channel boasting a 98% open rate: direct text messaging. Our unified communication center enables you to dispatch bulk promotional broadcasts to your full client roster or hold private one-on-one two-way conversations from a dedicated business number. Pre-configure seasonal check-in triggers, automated birthday wishes, and e-file refund update notices that keep your firm top-of-mind all year.
- High-Throughput Mass SMS
- Automated Seasonal Triggers
- Real-Time Status Notifications
- Robust REST API Integrations
Omnichannel SMS Engine
Automate appointment alerts, filing updates, holiday greetings, and mass promotions via SMS.
Included With
Starter, Pro & Elite Packages
For EROs & EFIN Holders
Build smarter. Move faster. Scale with confidence.
Holder-only access pricing designed exclusively for registered EROs and EFIN holders. Choose the package that aligns with your practice today and upgrade at any time.
Starter
Essential tools. Quick setup. Core support.
$199/ season
Build smarter with core professional tax filing tools and rapid setup for independent EROs.
Package Core
- Essential tools
- Quick setup
- Core support
- Full 1040 Individual Tax Software
- All 50 States Included with Free E-Filing
- Online Cloud Access To Software 24/7
- Seamless Prior Year Software Conversions
- IRS-Compliant Digital E-Signatures
- Preparer Training & Dedicated Onboarding
Pro
Advanced features. Integrations. Priority support.
$500/ season
Move faster with integrated CRM, marketing automation, and priority analyst video support.
Package Core
- Advanced features
- Integrations
- Priority support
- Everything in Starter, plus:
- Custom-Built Integrated Tax Office CRM
- One-Tap Zoom Live Analyst Video Support
- Mobile Link Remote Smartphone Filing
- Funded Automated Referral Platform
- Intelligent Call Tracking & Audio Routing
Elite
Full suite. Custom setup. VIP support.
$1,000/ season
Scale with confidence using the complete enterprise suite, custom setup, and VIP support.
Package Core
- Full suite
- Custom setup
- VIP support
- Everything in Pro, plus:
- Corporate & Entity Software (1120, 1120S, 1065, 990)
- Custom Firm Co-Branding & White-Labeling
- Unlimited Software Sub-Licenses for Resellers
- Multi-Branch Master Bureau Dashboard
- Complete Custom Setup & Bank Registration Concierge
What Tax Professionals Say
Real feedback from the offices we serve every season. Our clients trust us to power their busiest days because we deliver dependable technology and genuine partnership.
Client Satisfaction
Trusted by independent preparers, multi-state franchises, and service bureaus operating nationwide since 2014.
“
Our experience working with this company has been excellent. The team is knowledgeable, responsive, and made the entire tax preparation process simple. Their tax software was easy to use, secure, and saved us a lot of time. We appreciate the outstanding customer service and look forward to working with them again.
Tony T.
Professional Service
Knowledgeable, responsive support
Book a Free Strategy Consultation With a Tax Business Expert
Whether you are launching your first tax office, expanding to a second location, or building a service bureau, our specialists will map a software and growth plan tailored to your goals - at no cost and with no obligation.
Average response time under 2 business hours
Request Your Personalized Demo
Complete the form and a Nationwide Tax Advisor specialist will reach out to walk you through the software, pricing, and the funded referral platform. Prefer to speak right now? Reach us by phone or email at any time.
- Sales & Support(727) 761-2035
- Emailnationwide.tax@aol.com
- Check VerificationVerify a refund settlement check
- One-Tap ZoomLive video support during business hours, 9am–7pm CT