More than tax software.A system built to help you grow.
Get the software, training, business tools, marketing resources, support, and systems you need to build a stronger tax business.
Welcome
Your dashboard
Client Goal
150
Revenue Goal
$105,000
Training
68%
Plan Status
Active
What's inside
Everything you need to build beyond the software
Your Tax Max portal gives you one place to learn, market, plan, track, and grow.
Tax Software
Professional tax preparation software and tools to prepare and file with confidence.
Learn moreTraining Center
Tax law, software training, business education, and continuing development.
Learn moreMarketing Center
Marketing plans, content ideas, campaigns, templates, and promotional resources.
Learn moreBusiness Growth Tools
Set client goals, revenue goals, budgets, and track your progress in one place.
Learn moreAffiliate Resources
Important documents, landing pages, marketing templates, and links to other free template websites.
Learn moreReferrals
Affiliates can refer other affiliates or tax clients and follow affiliate referrals in their hub.
Learn moreEventsComing soon
Tax Max classes, community events, and industry opportunities will be listed here.
Complete platform
More than tax software. One connected system to learn, market, sell, track, and grow.
Tax Max brings the major parts of running and growing a tax business into one portal instead of forcing you to manage everything from scattered tools.
Tax Software & Packages
Access Tax Max software options, package details, onboarding, and the tools connected to your tax-business setup.
ExploreCRM & Lead Pipeline
Organize contacts and leads, track pipeline activity, manage follow-up, and keep business development in one workspace.
ExploreEmail & Workflow Tools
Prepare one-to-one outreach, manage CRM follow-up activity, and use structured workflows without mixing client records across businesses.
ExploreMarketing Plan Builder
Build a practical marketing plan around your client goals, revenue target, budget, campaign choices, and weekly actions.
ExploreMarketing Templates & Resources
Open ready-to-use marketing resources, landing-page assets, templates, promotional ideas, and business-growth materials.
ExploreGoals, Growth & Accountability
Set client and revenue goals, track progress, review growth priorities, and keep your plan tied to measurable results.
ExploreReferral Hub
Create and track referral activity for tax clients and affiliates with attribution, status visibility, and referral tools.
ExplorePTIN, Fee Split & Payout Tracker
Track the PTIN and agreed preparer split on file, estimate fee splits, and review payout records in one operational workspace.
ExploreTax Max School
Access live classes, curriculum, lessons, tax-law education, software training, business education, and professional development.
ExploreAssignments, Quizzes & Progress
Complete assignments and quizzes, follow required coursework, and review progress across the Tax Max training experience.
ExploreClasses, Recordings & Community
See live-class information, revisit recordings, use school resources, and stay connected to the Tax Max learning community.
ExploreCompliance & IRS Readiness
Use compliance guidance, due-diligence education, PTIN/EFIN/AFSP learning resources, and IRS-readiness support.
ExploreClient Forms Center
Use organized client-form workflows and public form pages designed to keep intake separate from the marketing and training experience.
ExploreDashboards, Tracking & Analytics
See your affiliate dashboard, goal tracking, referral activity, marketing progress, training status, and business-performance signals.
ExploreAI Business Assistance
Use AI-supported business tools for non-sensitive planning and workflow help. Taxpayer-sensitive information stays out of AI.
ExploreSupport & Tax Questions
Get help through Tax Max support resources and the school support experience when you need guidance.
ExploreThe platform
Your business command center
Welcome back,
Affiliate Dashboard
Stop running your tax business from scattered links, notes, files, and messages.
Tax Max brings the tools you need into one organized affiliate system — training, marketing, goals, compliance, and support in a single portal.
How it works
We don't just give you software.
We help you build the business behind it.
Join
Choose your Tax Max affiliate option and get started.
Set Up
Access your portal, software resources, and onboarding.
Learn
Complete training and prepare your business for tax season.
Grow
Use your marketing, business, and support tools to attract and serve more clients.
Why Tax Max
Built for professionals who want more
Fast & Fair Pay
No unnecessary pay holds — get paid fairly and on time for the work you do.
Training & Mentorship
Learn the software and the business with guided training and real mentorship.
Marketing & Growth Tools
Get resources designed to help you generate and convert opportunities.
Dedicated Support
Support throughout the tax season when you need help the most.
Business Systems
Build a real company, not simply another seasonal tax job.
Marketing Plan Builder
Don't guess your way through marketing.
Build your plan.
Turn goals into a plan you actually execute.
Set your client goal, average fee, and budget. Tax Max generates a custom marketing plan, a monthly roadmap, and weekly tasks to keep you on track.
- Custom strategy from 50+ marketing options
- Monthly action roadmap
- Weekly task tracking
- Projected revenue + lead estimates
Compliance + Resources
Built to help you operate professionally
Tax Return Compliance Checklist
Available in your portal
Schedule C Checklist
Available in your portal
Client Document Checklist
Available in your portal
Due Diligence Resources
Available in your portal
Marketing Templates
Available in your portal
Training Resources
Available in your portal
Social proof
Built for tax professionals who want more
Verified reviews and verified numbers will appear here once approved by Tax Max.
Verified review
Name · Business · Years with Tax Max
"Your verified testimonial will appear here once approved by the Tax Max team."
Verified review
Name · Business · Years with Tax Max
"Your verified testimonial will appear here once approved by the Tax Max team."
Verified review
Name · Business · Years with Tax Max
"Your verified testimonial will appear here once approved by the Tax Max team."
FAQ
Questions, answered
Your next tax season starts with what you build today.
Join Tax Max Software Solutions and get access to the tools, training, resources, and business support designed to help you build with confidence.
Already registered? Login to your portal