Tax software built for preparers who are ready to move like an office.
For Independent Tax Preparers & EROs

YOUR SOFTWARE SHOULD HELP YOU FILE.
NOT HAVE YOU FIGHTING YOUR OFFICE.

Secure Tax Pro gives you professional tax software without the retail-price foolishness — and if you want the whole office moving smoother, the Full Office package brings the CRM, follow-up, and operational structure with it.

Get The Software — $249 Get The Full Office — $549
ERO-Focused
Bank Product Ready
Support That Speaks Tax
Secure Tax Pro software
You Shouldn't Have To Piece Tax Season Together

STILL PAYING MORE
TO DO MORE MANUALLY?

A lot of tax pros are not struggling because they cannot prepare a return. They're struggling because every part of the office lives somewhere different. Software over here. Client messages over there. Follow-up in your head. A spreadsheet you swear you're going to update later. 😮‍💨

You do not need ten more tools. You need the right setup.

Still chasing clients for missing documents one message at a time?
Still paying retail pricing for software that gives you software... and that's about it?
Still checking five places to figure out who is ready, who is pending, and who disappeared?
Still saying, “I just need something that works without nickel-and-diming me”?
Built From The Bureau Side

NOT A TECH COMPANY
GUESSING AT TAX SEASON.

Secure Tax Pro is connected to the RacksUp service-bureau ecosystem, which means the thinking behind it starts with real tax operations: EFINs, bank products, transmissions, preparers, client flow, deadlines, and all the moving parts that make a season either clean or chaotic.

This was built for tax pros who want tools that make sense inside an actual tax office — not another generic dashboard that looks cute until January hits.

ERO-CENTERED Built around the way tax offices actually operate.
BUREAU-BACKED Real filing infrastructure and tax-industry support behind the software.
BANK PRODUCTS Designed to fit the workflows tax pros already use during season.
BUILT TO GROW Software first. Systems when you need them. Clear upgrade path.
The Difference Is The Setup

SOFTWARE WHEN THAT'S ALL YOU NEED.
THE WHOLE OFFICE WHEN IT'S TIME TO SCALE.

Both packages give you a professional place to prepare and file returns. The difference is whether you want software only, or software plus the systems that help the office move without you chasing every detail.

The Pieced-Together Way

Five Tools. Five Bills. Still Doing Too Much.

Retail tax software
Separate CRM subscription
Separate automation platform
Manual follow-up
Spreadsheets for office visibility
Support teams that do not understand your tax workflow
The Secure Tax Pro Way

Pick The Level That Matches Your Office.

Professional tax software
E-file workflow built for tax season
Bank-product compatibility
Tax-industry support
Optional CRM + follow-up infrastructure
A clear path from solo preparer to organized office
Secure Tax Pro Features Section
What's Inside The Software

BUILT FOR MORE THAN PREPARING THE RETURN.
BUILT TO HELP YOU RUN THE SEASON.

Secure Tax Pro gives you the core professional filing tools tax preparers actually use — without making the basics feel like upgrades.

∞

Unlimited 1040 Filing

Prepare individual returns without watching a per-return counter every time your office gets busy.

↗

Unlimited E-Filing

Transmit eligible returns electronically without adding another filing fee to every move you make.

50

All States Included

Handle federal, state, and local filing needs without building your software package one state at a time.

$

Integrated Bank Products

Work with supported refund-transfer and bank-product options so qualifying clients can pay preparation fees from their refund.

☁

Cloud-Based Access

With ProWeb, prepare and file from an internet-connected device instead of being tied to one office computer.

✎

Digital Signature Compatible

Keep more of the filing process digital so clients can move through required signatures with less paper passing back and forth.

⇧

Secure Mobile Document Intake

TaxesToGo® and the client portal let clients securely send tax information and documents without sitting in your waiting room.

▤

Paperless Office Tools

Keep client documents and workflow more digital instead of building the season around stacks of paper and physical handoffs.

↺

Prior-Year Data Pull Forward

Bring forward prior-year client data where supported, so returning clients do not feel like a brand-new file every season.

And When You Choose Full Office...

THE SOFTWARE HANDLES THE RETURN. THE SYSTEMS HELP HANDLE THE OFFICE.

The $549 Full Office package adds CRM, client follow-up, pipeline visibility, and operational workflows around the filing software — so the rest of your business is not still running off memory and screenshots.

Secure Tax Pro's software feature set is based on TaxSlayer Pro functionality. Exact availability can depend on the software version, bank enrollment, approvals, and your specific office configuration.
Compare The Packages
Choose Your Setup

TWO PACKAGES. ONE QUESTION:
HOW MUCH OF THE OFFICE DO YOU WANT HANDLED?

If you already have your own client-management setup, keep it simple. If you are tired of duct-taping the back office together, take the full setup.

Software Only
Secure Tax Pro Software Only package

Secure Tax Pro Software

$249

For the preparer or ERO who already has their own systems and just wants reliable, professional tax software without paying for a bunch of extras they are not going to use.

Professional Tax Preparation Software
E-File Capability
Bank Product Compatibility
Software Support
Built For Independent Preparers & EROs
Best fit if your intake, CRM, follow-up, and client communication are already handled somewhere else.

Get The Software — $249

Most Popular · Best Value
Secure Tax Pro Full Office package

Secure Tax Pro Full Office

$549

For the ERO who does not just want software — you want the office to feel organized. This is software plus the client-management and automation structure that keeps the season moving.

Everything In Software Only
CRM / Client Management System
Automated Client Follow-Up
Pipeline Visibility
Operational Workflows
Office Setup Support
Buying software, CRM, and automation separately can easily run past the $300 difference — before you even build any of it.

Get The Full Office — $549

Proof Goes Here

DON'T TAKE OUR WORD
FOR HOW IT RUNS.

Replace these placeholders with real preparer and ERO testimonials. Use actual names, cities, return volume, or specific operational wins where possible.

“Add a real Software Only customer quote here — ideally with return volume, support experience, or transmission reliability.”
Customer Name · City
“Add a real Full Office customer quote here — ideally about follow-up, visibility, or how much cleaner the season felt.”
Customer Name · City
“Add a short before/after office story here. What was messy before? What changed after Secure Tax Pro?”
Customer Name · City
The Fit Check

THIS IS FOR TAX PROS
READY TO MOVE WITH INTENTION.

This Is Probably For You If...

  • You are an ERO or ERO-bound preparer choosing software for your office.
  • You want a tax-industry support structure behind the product.
  • You want to stop paying for tools that do not talk to each other.
  • You are building beyond “just preparing returns.”
  • You want a setup you can actually grow into.

This May Not Be Your Move If...

  • You are already locked into a software contract you cannot leave.
  • You are not planning to actively prepare returns this season.
  • You want a done-for-you client list instead of business infrastructure.
  • You are only shopping by the cheapest sticker price and not the total setup.
  • You do not want to learn or use a professional workflow.
What Happens After You Buy

BUY IT. GET SET UP. GET TO FILING.

No mystery after checkout. You should know exactly what your next move is.

1

Choose Your Package

Pick Software Only or the Full Office based on how much infrastructure you need.

2

Complete Setup

Receive onboarding instructions, access details, and the information needed to get your account moving.

3

Start Your Season

Use the software to prepare and transmit returns. Full Office clients also move into the CRM and workflow setup.

The Secure Start Promise

WE DON'T SELL YOU SOFTWARE
THEN SWITCH UP WHEN YOU NEED HELP.

If an access or setup issue caused by our team keeps you from getting live, our job is to help correct the issue and get you moving. That's the standard.

Replace this paragraph with your approved refund or season-performance guarantee terms before publishing. Do not publish a guarantee until the exact terms have been finalized.

Replace this line with the official guarantee language once approved.
Real Questions Tax Pros Ask

BEFORE YOU BUY, LET'S CLEAR IT UP.

Does Secure Tax Pro support my state?+

State support depends on the software configuration and the returns you prepare. Confirm your required states before purchase so you know the setup matches your office.

Does it work with bank products?+

Secure Tax Pro is designed for tax-office workflows that use bank products. Your available banks and products depend on your enrollment and approvals.

What exactly comes with the Full Office package?+

The Full Office package adds the CRM, client-management structure, automated follow-up, pipeline visibility, and operational workflow setup on top of the tax software.

Can I start at $249 and upgrade later?+

Yes, if upgrades are open and available at the time you request one. Contact support for the current upgrade process and any difference due.

How is this different from buying retail tax software?+

The difference is not just a screen you prepare returns in. Secure Tax Pro is positioned inside a service-bureau ecosystem built around ERO workflows, bank products, season support, and an optional office-management layer.

What kind of support do I get?+

You receive software and setup support connected to the Secure Tax Pro service-bureau environment. Publish your exact support hours and contact channels here once finalized.

Pick Your Lane And Move

YOU CAN KEEP PATCHING
ANOTHER SEASON TOGETHER.
OR BUILD IT CLEANER THIS TIME.

Need software? Start at $249. Need the software and the back office to stop acting like strangers? Take the Full Office for $549.

Start Filing — $249 Get The Full Office — $549

P.S. Another season of paying for software, CRM, and automation separately can cost more than the upgrade before the first return is even transmitted.

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