Build, scale and automate your tax business.
Professional tax software, a CRM built for tax offices and year-round training. Everything other providers offer, plus the tools to actually grow.
- Start with only a PTIN
- Unlimited e-file
- Support in English & Spanish
Reyes Tax Pro pays you for every bank product.
Bank products are always optional. But when you offer them, you earn money back: reach a minimum of 20 bank products, and from there you earn $15 for every additional bank product.
Optional, never requiredOptional program. Bank products are subject to client eligibility and bank approval. The calculator is an example for illustration only; actual earnings depend on the bank products you complete.
Every tool your tax office needs, in one place.
Reyes Tax Pro isn't just a software provider. We're your partner in growth, removing the technical and operational hurdles so you can focus on clients and revenue.
Pro-grade software that stays out of your way
Fast, intuitive and compliant in all 50 states, in the cloud or on your desktop.
Explore software True Workspace CRMEvery client touchpoint in one inbox
Contacts, conversations, calendar, documents and e-signature, ready for tax offices.
See True Workspace Service BureauGrow beyond your own clients
Build your own network of preparers under a proven national infrastructure.
Become a Service Bureau Training & supportAn expert in your corner from day one
Training starts every August, plus AFSP/AFTR courses and support all season.
View educationSee how it works for your office.
From basic info to e‑file in a few clear steps.
A guided workflow takes you from taxpayer information to a complete, ready-to-transmit return. No tech expertise required.
- Basic Info → Income → Deductions → E-FileThe same clear path for every return.
- Compliant in all 50 statesServe clients anywhere in the U.S.
- Integrated bank productsRefund advances and fee withholding, always optional.
Every conversation, document and lead in one place.
Stop juggling texts, emails and spreadsheets. Follow up faster, close more clients and keep everything organized season after season.
- Contacts & conversationsSMS, email and chat in one inbox.
- Calendar & e-signatureClients book and sign online.
- Ready for tax officesTax-office fields already set up.
Earn from your clients and from your whole team.
As a Service Bureau you build your own network of preparers, backed by bank products, refund advances and back-office support.
- Your own preparer networkGrow from a solo practice to a multi-office firm.
- Training for your teamWe help you prepare and support your preparers.
Your personal Smart Tax Bot.
Never get stuck on a complex tax question again. Every member gets our AI assistant, trained on current tax codes, for instant answers day or night.
Everything others offer… and more.
Other providers stop at software. We give you the full infrastructure to run and grow a tax business.
What you'd expect
Yes, we include all of it.
- Professional tax software
- Unlimited e-file returns
- Customer support
- Bank products
What you also get
The growth layer that turns a preparer into a business owner.
- 24/7 AI Smart Tax Bot
- True Workspace CRM for tax offices
- Help getting your own EFIN
- Service Bureau program
- Training from August & private community
Start where your business is today.
Every option includes training, support and access to our private portal.
Basic, Standard and Corporate, for every stage of your office.
- Pro Web (cloud) or Pro Desktop
- Unlimited e-file options
- Business returns in Corporate
- Bank products available
For established preparers ready to build a team of offices.
- Sell under your own brand
- Build a network of preparers
- Training to support your offices
- Dedicated guidance from our team
Basic plan monthly, or the full package for the whole year.
- Contacts, inbox and calendar
- Unlimited e-signatures
- Full package: 50+ tools & AI
- Tax-office fields already set up
Usage charges (email, SMS, phone, AI) are billed separately. Software features vary by package.
Cloud or desktop: choose your environment.
Work from anywhere with Pro Web, or get maximum local power with Pro Desktop.
| Feature | Pro Web | Pro Desktop |
|---|
Why professionals choose Reyes Tax Pro.
No EFIN yet? We can help
We have options for you and help you apply with the IRS for your own EFIN.
Nationwide coverage
Filing for all 50 states so you can serve clients anywhere.
Integrated bank products
Refund advances and fee withholding for a better client experience.
Scales with you
From your first client to a multi-location firm.
People + AI support
Real support all year, backed by a Smart Tax Bot that never sleeps.
GoKollab community
Live training, peer chat and a full video library.
What our clients say.
Answers before you call.
Who is Reyes Tax Pro for?
Our program is for tax preparers who already have at least a PTIN, from new preparers to established offices and Service Bureaus.
Do I need an EFIN to start?
Not to talk with us. If you don't have an EFIN yet, we'll explain the options for your situation and help you complete your IRS application to get your own EFIN.
Which tax software do you offer?
We're an authorized Service Bureau for TaxSlayer Pro and OLT Pro. Choose Pro Web in the cloud, Pro Desktop for local power, or Premium powered by OLT.
Are bank products required?
No. Integrated bank products are completely optional and depend on your office and your clients' eligibility.
When does training start?
Every August, so you have time to learn the software and the tax changes before the season begins in January.
How do I get started?
Schedule a free call. We'll explain the program, the pricing and everything that's included, and help you choose the right package.
Still have questions?
Book a call for more informationReady for your best season yet?
Book a free, no-obligation call. We'll walk you through the program, pricing and the right package for your office.