CPA Tax Bank is a solution for CPAs, EAs, and other tax professionals. It is an “IRS Circular 230” compliant portal platform that is independent of any kind of software seller. You can get your cloud portal from CCH, Reuters, Drake or wherever you buy your current tax software, but then if you teach your clients to use those portals, it’s difficult to change to a different tax software in the future, since you’ve trained your clients to interface with their proprietary cloud. Also, like any other professional, you need to meet 25 new prospects a month year around as well.
Further, if you are dual licensed, you may also want to facilitate the conversion of tax clients to financial planning or insurance clients. All of this can be achieved by using our process at cpataxbank.com. It’s not just for CPAs, it’s for all tax professionals, and you can join and use “advisor tax link” to either gain tax work from our cloud members, offset tax work, or just use the marketing modules to learn how to attract as many new tax clients or financial planning clients as you desire.
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