In The Black Tax Services – Desktop
Our desktop software brings together all the essential tools your tax business needs to scale and succeed. Every return is processed with accuracy, supported by a verification system that flags potential issues before they become problems. Generate fully customizable reports, and rely on our support team through our virtual support center, complete with screen-sharing for troubleshooting and guidance throughout the tax season. Everything you need for a seamless and successful season is included in one comprehensive package.
Experience You Can Trust
Founded with decades of combined experience in the tax industry, In The Black Tax Services delivers expert-driven solutions designed to help your business thrive.
Unmatched Support
Access top-tier virtual support anytime you need it, ensuring that help is always just a click away.
Features of In The Black Tax Services Desktop
We take hundreds of customer suggestions each year and integrate them into our software because you know your business best. Our mission is to provide tools that support your success and streamline your operations.
Import Client Data
Send a Mobile Link to clients and import their documents and information directly into the software. Eliminate double data entry, save time, and reduce errors. All client documents are securely archived for quick review and retrieval whenever needed.
Bank Product Efficiency
Stay connected with all major processing banks in the industry. Our software ensures real-time communication with bank servers, so clients receive timely disbursement information, speeding up refunds and advancing your workflow.
Customizable Reporting
Build tailored reports using a variety of search criteria and data fields. Gain unique insights into your business performance, extract client information for mass communication, and improve operational decisions with detailed analytics.
Remote Services
Integrated e-signature functionality allows clients to sign documents remotely. Send client data directly from the software to your CRM to manage automated referrals and advance payouts efficiently, keeping your business running smoothly from anywhere.
View Your Entire Book of Business
Managing one office can be challenging—overseeing multiple locations can feel overwhelming without the right tools. In The Black Tax Services provides a unified portal that keeps all your offices connected and automatically updated.
Spend less time hunting for information and more time making decisions. Every critical detail you need is available the moment you log into the software, giving you a complete view of your business at a glance.
Benefits of In The Black Tax Services Desktop
With a client retention rate of 94%, our software isn’t just powerful—it’s backed by unmatched support and industry-leading features designed to help your tax business thrive.
Dedicated Virtual Support
Encountering technical or tax-related questions? Join our Zoom support sessions at any time during the tax season for expert guidance and assistance.
Pre-Season Software Training
Stay ahead of the curve with weekly training sessions leading up to tax season. Refresh your skills and learn the latest updates to keep your team fully prepared.
Multi-Lingual Support
Our support team is ready to assist Spanish-speaking clients, and you can complete returns entirely in Spanish when needed.
Integrated CRM
Easily send mass text messages, manage incoming leads, and assign clients to different offices within your organization. All submitted client documents are securely archived for quick retrieval whenever needed.
Industry-Leading Rebates
Our pricing and fees remain competitive across the market. Consult with our sales team to discover the best fees and rebate programs tailored for your business and sub-offices.
Financial Products
Stay competitive with Loyalty Advances during the holidays and pre- or post-ACK bank products. Expand your client base by leveraging our automated referral program, designed to grow your business efficiently.
Features of In The Black Tax Services Online
Every year we take hundreds of customer suggestions and work them into our software — because you know the needs of your community better than anyone else. Our job is to support your success.
Integrated Bank Products
Bank products, allow your clients to receive a chunk of their refund early. Our integrations enable your clients to subtract your tax preparation fees directly from their refund. This ensures that they won’t have any upfront out-of-pocket expenses when filing with you.
Integrated CRM
Included in the In The Black Tax Services Online Premium and Enterprise package, is a specialized CRM designed by EROs for EROs. Enjoy seamless integration for mass text messaging, call tracking, mobile link, and much more, all on one platform.
Unlimited E-Files
Experience the freedom of preparing and filing an unlimited number of tax returns with your In The Black Tax Services Online software. Our pricing model eliminates per-return charges, allowing you to expand your business without constraints.
Mobile App
Our mobile application empowers you to expand your client base and streamline the tax return process, significantly reducing the time involved. Facilitating secure, and safe sharing of tax information, our app ensures a seamless exchange between you and your clients.
Bank Products up $7,000
Broaden your customer outreach by introducing the Refund Advance service, which is an effective solution, that ensures prompt financial assistance precisely when it’s needed during the crucial tax filing period.
Loyalty Advances and Referrals
Transform your business by extending a loyalty program to all of your clients throughout December, offering up to $1,000 per client. Grow your business by incorporating a comprehensive automated-referrals platform, complete with funding and notifications, to foster growth and engagement.
NEED A CONSULTATION?
Our customer representatives will assist you to understand what we offer for your business goals.