Discover everything Reyes Tax Pro has to offer you.
Growing a tax business takes much more than software. As an authorized Service Bureau for TaxSlayer Pro and OLT Pro, we give you professional software under our brand, plus training, support, smart tools, EFIN and ITIN assistance, bank products and growth opportunities.
- Software
- Training
- Support
- Resources
- Growth
Professional software, fully in the cloud.
Options from recognized industry providers: TaxSlayer Pro and OLT Pro. Work from anywhere with internet, with no traditional installation.
- Tax return preparation and e-filing
- Options for your office's needs
- Integrated bank products available
- A platform built for professional preparers
Reyes Tax Pro private portal.
One place for tools, training, information and resources all year long.
- Educational videosMaster the tools and keep learning.
- Training calendarMeetings and sessions in one place.
- ReyesTaxIQ smart botAnswers to tax questions.
- Resources for preparersUseful references during the season.
Training and education starting in August.
Our support doesn't start in January. We begin every August so you arrive ready.
Training begins
We start preparing for the next season.
Updates and training
Tax law changes, software and live sessions.
Season begins
Ongoing assistance throughout the season.
What training includes
- Pre-season training
- Tax law updates
- Software training
- Live sessions and training materials
- Assistance during the season
AFSP / AFTR Course
Annual Filing Season Program: continuing education to keep your status and stay current with IRS changes before each season.
Resources built for your success.
Support center
Different ways to get help when you need it.
Tax resources
Reference information and tools.
Tools for preparers
To simplify your office's processes.
In-season assistance
Everything in one place when you need it most.
Pick the package that fits your business.
From your first return to your own software brand. Every preparer and every office has different needs.
Basic
Essential tools for individual tax preparation, for those starting out or handling lower volume.
- Individual tax returns (1040)
- Professional cloud software
- Pay per transmission / e-file
- Basic reporting & diagnostics
- Secure document storage
- Email support
- Bank products integration
- Private portal and videos
- Free training session
- EFIN assistance
Standard
Perfect for growing tax businesses: flexibility and tools to grow.
- Everything in Basic
- Unlimited individual returns
- Unlimited e-file, subject to terms
- Multi-state support
- Standard phone support
- Client portal access
- Smart tools
- Support before and during the season
Corporate
Advanced tools for established firms that also prepare business returns.
- Everything in Standard
- Business returns (1120, 1120-S, 1065)
- Advanced corporate forms
- Multi-user access
- Priority support
- Support and professional resources
Service Bureau
Build and scale your own tax software brand.
- Everything in Corporate
- White-label options
- Dedicated account manager
- Advanced analytics & API
- Custom branding
True Workspace CRM
All-in-one sales and marketing platform.
- Marketing automation
- Unified inbox (SMS / email / social)
- Pipeline & deal management
- Reputation & review management
- Calendar & booking forms
- Community portal
- Free training session
Features, included returns and e-file terms may vary by package.
Cloud or desktop: choose your environment.
| Feature | Pro Web | Pro Desktop |
|---|---|---|
| Cloud-based access | ||
| Offline mode | ||
| Mobile app access | ||
| Mac compatible | ||
| Multi-office network | ||
| Local network setup | ||
| Client portal | ||
| Paperless office | ||
| Automatic updates |
Everything within your reach.
Don't have an EFIN yet?
Not having an EFIN doesn't mean you have to wait. We walk you through your options to get started and help you apply for your own EFIN with the IRS.
Tell me about EFIN →Integrated bank products
Options built into the preparation and filing workflow for eligible clients. Using them is completely optional.
Learn more →ITIN assistance
Resources, documentation and guidance for preparers whose clients apply for or renew an ITIN.
See ITIN assistance →Service Bureau opportunity
For established preparers who want to build their own network and expand their business model.
Tell me more →Reyes Tax Pro makes no financial promises and does not guarantee specific income or results. Bank products are subject to eligibility and terms.
Who is Reyes Tax Pro for?
New preparers
Guidance, software and training to get started.
Experienced preparers
A professional platform, resources and ongoing support.
Tax offices
Tools for higher volume and growth.
Entrepreneurs / Service Bureau
To build and manage a network of preparers.
We answer your questions.
Do I need an EFIN to get started?
Not necessarily. We walk you through the options to get started and help you through applying for your own EFIN with the IRS.
Does the software run fully in the cloud?
Yes, our Pro Web options run 100% in the cloud, so you can work from anywhere with internet.
What's the difference between Basic, Standard and Corporate?
Basic is ideal to get started, paying per transmission; Standard includes individual returns with unlimited e-file; Corporate adds business forms (1120, 1120-S, 1065).
Are bank products required?
No, they're completely optional, depending on your office's and your clients' preferences.
When does training start?
In August, to give you time to prepare before peak season.
Do you offer the AFSP/AFTR course?
Yes, we offer access to the Annual Filing Season Program course to keep your IRS status current.
What's on the support page?
User guides, training videos, a webinar calendar, technical assistance and quick-reference tools.
Do you offer ITIN assistance?
Yes: resources, documentation and guidance for preparers helping clients with ITIN applications and renewals.
How do I learn about the Service Bureau program?
Schedule a call with our team to learn how to build your own network of preparers on our infrastructure.
Not sure which package is right?
Tell us about your office and we'll recommend the best fit, free and with no obligation.
You don't have to do it alone.
From your first return to your own network of preparers, we'll be here for the next step. Pick a time and let's talk.