One Platform, Two Builds

Service Bureau or Tax Office?

Tax Nitro is built for both. Pick the one that matches your business and we will show you exactly what you get and how we help your tax business grow.

Get Tax Nitro for Your Service Bureau You provide software and support to tax offices. See the build Get Tax Nitro for Your Tax Office You prepare and file returns for your own clients. See the build

Not sure yet? Here is the short version of each.

For Tax Offices

Fill your season before it starts.

Your account arrives built. The campaigns, the pipeline, the calendars, and the follow up are already in place, so you spend the season preparing returns instead of chasing leads.

See the Tax Office Build

Built for independent offices, EROs, and preparers doing bank products.

Bring back last year's clients Load your prior year list and the reactivation campaign works it for you.
Ads for both halves of the season Pre season campaigns build your lead pool, then in season campaigns bring filers.
A pipeline that works every lead Email, text, and a pre loaded dialer push every contact toward a booked appointment.
An AI receptionist that never clocks out It answers calls and texts you would have missed, and its only job is booking the appointment.

Leads from outside your network Run ad campaigns aimed at tax offices doing bank products, without becoming a marketer.
Two pipelines, sales then onboarding A lead moves from interested to booked to signed, then straight into onboarding.
Contracts, payment, and enrollment in one place They sign, they pay, and the EFIN and bank enrollment form goes out on its own.
Training you can hand your offices Pre recorded marketing training you rebrand as your own and include with your package.

For Service Bureaus

Sign more offices. Onboard them faster.

Growing past the offices you already know takes a system, not more hours on the phone. Tax Nitro runs the whole path from first ad to delivered login.

See the Service Bureau Build

Built for new and established service bureaus alike.