Professional Tax Software for Tax Preparers

Tax Software Built for Growth

Reliable, compliant tax software. File federal and state returns fast, offer bank products, and grow with no limits.

tsoc-software-dashboard.v16
CRM and workflow automation dashboard showing client pipeline, automated sequences, and lead management
0+Active Tax Pros

Tax preparers and EROs filing returns on our platform

0K+Returns Filed

Federal and state returns processed through our platform

0%Uptime Guarantee

Reliable cloud access when you need it most

Product Walkthrough

See the core workspaces and features in action.

01

Consolidated Office Metrics

Monitor real-time filing stats, preparer volumes, IRS acceptance rates, and bank product statuses in a central dashboard.

https://cloud.tsoc-portal.com/office/dashboard
THE SECTOR OF COLLECTIVES CORE • OFFICE CONSOLEACTIVE SEASON
Total Prepared412
IRS Accepted99.2%
Bank Payouts$148K
Client NameFormIRS StatusBank Product
Johnson, Alicia1040, Sch CACCEPTEDTPG ADVANCE
Rodriguez, Miguel1040ACCEPTEDDIRECT DEPOSIT
Smith, Tyrone1065 BusinessTRANSMITTEDHOLD
02

Interactive Form Preparation

Quickly enter W-2s, Schedules, and business expenses. The software runs background compliance checks, flagging errors in real-time.

https://cloud.tsoc-portal.com/office/dashboard
Form 1040 (Filer: ALICIA JOHNSON)
Refund: $6,412
Taxpayer Intake Data
Wages (W2 Box 1): $54,200
Federal WH (W2 Box 2): $4,850
Schedule C Net Profit: $12,410
Dependents: 2 Qual. Children
Real-time Diagnostics
W-2 EIN Verified
EIC Eligibility Met
Add Schedule C Expense Detail
03

Real-time IRS Acknowledgment

Direct server connections with the IRS E-file gateway. Get immediate status notifications (Transmitted, Rejected, or Accepted) within minutes.

https://cloud.tsoc-portal.com/office/dashboard
IRS GATEWAY TRANSMISSION STAGEEFIN: 564201
Transmitted
IRS Gateway
Accepted
IRS ACK (Submission ID: 1040-564201-2026)
Form: 1040 U.S. Individual Income Tax Return
Status: ACCEPTED (Acknowledge Code: 00)
Processed at: 2026-07-07 17:41:00 EST
04

Direct Refund Fee Deduction

Securely enroll clients in bank products. Deduct preparation fees directly from the client's refund and issue advance payouts to build trust.

https://cloud.tsoc-portal.com/office/dashboard
BANK PRODUCT DISBURSEMENT
Direct Connect API
TPG Refund Advance ProgramPre-season loan approval limit: $6,000
ENABLED
Fee Split Ledger
Gross IRS Refund:$5,800.00
Tax Preparation Fee:-$450.00
Net Client Payout:$5,350.00

Watch the Software in Action

Video walkthroughs of every workspace and filing workflow.

Full IRS Compliance & Review

Bank Product Integration

TPGRepublic BankRefund Advantage

Form Uploads

User Success Stories

Tax Pros Trusting Our Platform

Real stories from Tax Pros who file with confidence and scale on our platform.

"The ERO coaching changed everything. I went from splitting 30% of my fees to keeping 100% and running my own office."

Tasha M.

Tasha M.

ERO & Firm Owner

Atlanta, GA

"The Growth Program made running a Service Bureau feel doable. The audit forms, compliance blueprints, and tech automations were game-changers."

David C.

David C.

Service Bureau Owner

Dallas, TX

"Tech Tuesday CRM setup saved our office 40+ hours in February alone. We doubled our filing throughput with automated document uploads."

Marcus K.

Marcus K.

Independent Tax Preparer

Houston, TX

"I've been in taxes 8 years. The Sector of Collectives is the first community that actually delivers — real attorney consultations and real systems support."

Alicia R.

Alicia R.

Multi-Location Firm Owner

Chicago, IL

"Joining this collective was the best business decision I've made. The daily open office is like having an on-demand team ready to solve anything."

Sarah P.

Sarah P.

Firm Owner

Tampa, FL

"The compliance blueprints alone saved us from audit risks. Our sub-offices feel supported and software distribution runs on auto-pilot."

James L.

James L.

Service Bureau Operator

Charlotte, NC

"The ERO mastermind community is worth it alone. You get to network with tax pros doing 6 and 7 figures who actually share what works."

Elena R.

Elena R.

Tax Consultant

Phoenix, AZ

"The ERO coaching changed everything. I went from splitting 30% of my fees to keeping 100% and running my own office."

Tasha M.

Tasha M.

ERO & Firm Owner

Atlanta, GA

"The Growth Program made running a Service Bureau feel doable. The audit forms, compliance blueprints, and tech automations were game-changers."

David C.

David C.

Service Bureau Owner

Dallas, TX

"Tech Tuesday CRM setup saved our office 40+ hours in February alone. We doubled our filing throughput with automated document uploads."

Marcus K.

Marcus K.

Independent Tax Preparer

Houston, TX

"I've been in taxes 8 years. The Sector of Collectives is the first community that actually delivers — real attorney consultations and real systems support."

Alicia R.

Alicia R.

Multi-Location Firm Owner

Chicago, IL

"Joining this collective was the best business decision I've made. The daily open office is like having an on-demand team ready to solve anything."

Sarah P.

Sarah P.

Firm Owner

Tampa, FL

"The compliance blueprints alone saved us from audit risks. Our sub-offices feel supported and software distribution runs on auto-pilot."

James L.

James L.

Service Bureau Operator

Charlotte, NC

"The ERO mastermind community is worth it alone. You get to network with tax pros doing 6 and 7 figures who actually share what works."

Elena R.

Elena R.

Tax Consultant

Phoenix, AZ

FAQs

Yes. You can access it from any browser — no downloads or installs needed. File returns, track statuses, and manage clients from anywhere.
Yes. Our ERO Office and Service Bureau tiers support corporate and business filings, including Forms 1120, 1120-S, 1065, 990, and more, along with all state forms.
We work with leading bank partners (TPG, Republic Bank, Refund Advantage). Clients can have prep fees deducted directly from their refund, or request refund advances paid out within hours of IRS acknowledgement.
Yes. Under our Service Bureau Enterprise plan, you can brand the dashboard under your own company name and logo, set custom fee defaults, and manage your remote agents.
Tax Software + Community Access

More Than Software — You're Joining an Ecosystem

Our software includes full Open Office access — daily live coworking, Tech Tuesday training, business support, and year-round education.

  • The Open Office Access
  • Live Coworking
  • Tech Tuesday Workshops
  • Business Support
  • Year-Round Education
  • Attorney Q&As