Nationwide Tax Advisor crown logo

Services

Tax software and growth solutions shaped around real work.

From online cloud filing to high-volume desktop suites and service bureau sub-licensing, every solution is designed to be dependable, straightforward, and useful.

01

Online Cloud Software

Prepare, audit, and file from any browser or connected device with 24/7 secure cloud access and encrypted client portals.

02

Desktop High-Volume Suite

Sub-second calculation engines, rapid keystroke entry modes, and offline resiliency built for brick-and-mortar offices.

03

Service Bureau Program

Sub-license the software, white-label the portal, and operate multi-tier hierarchies across every branch you manage.

04

Funded Referral Engine

Disburse custom referral links and direct deposit bonuses instantly with capital funded by us, not your operating budget.

05

Integrated Office CRM

Track leads, route calls, broadcast SMS updates, and share screens from one custom-built tax office console.

06

Onboarding & Training

Complete system setup, bank registration, conversion from prior software, and step-by-step preparer training.

Software selection

TaxSlayer. CrossLink. TaxWise.

The best platform depends on your volume, workflow, and growth plans. We help you choose a practical fit and start with clarity — then support you live with one-tap Zoom access all season.

  • Free federal & 50-state e-filing
  • Unlimited preparer seats
  • Mac & PC compatibility
  • Comprehensive multi-state returns