
Integrity Tax Software helps preparers automate client follow up and position their office for funded return growth.
Join over 1,000 preparers across the United States who trust Integrity Tax Software
Tax professionals who implement Integrity Tax Software have been able to:
Increase funded return volume
Improved client follow-up through automation
Onboard additional preparers
Offer refund advances to more clients
reduced manual workload
Maintain compliance readiness
ability to onboard additional preparers
offer bank products with confidence
More scalable office operations
Improve overall office scalability


“After implementing Integrity Tax Software, we were able to offer refund advances to more clients and improve our follow up process which helped us increase our funded bank products during the tax season.”

📍 Office Location: Houston, TX
📊 Returns Filed: 300+
💳 Funded B1ank Products Before: 45
💳 Funded Bank Pro1ducts After: 92
Get powerful tax software, expert support, and business growth tools—all in one place.
Do you have a valid PTIN (Preparer Tax Identification Number)?
Do you have your own EFIN (Electronic Filing Identification Number)?
How many funded bank products did you file last season (or expect to file this season)?
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Most tax firms can’t grow because they lack the systems to scale, automate follow-up, and support additional preparers.
increase funded bank product volume
onboard and support new preparers
track clients and follow-up efficiently
maintain compliance readiness
scale beyond one preparer
Most tax firms can’t grow because they lack the systems to scale, automate follow-up, and support additional preparers.

Professional Cloud-Based Tax Software
Mobile App and Secure Client Portal
Mobile App and Secure Client Portal
Tax Pro Compliance Kit
Social Media Optimization
Bank Product Integration
On-Site Check Printing Software
Dragon Hub CRM
Cybersecurity Suite
Business Structure Assistance
Multi User Office Setup
Dedicated Support and Training
Annual Federal Tax Refresher
300 Canva Editable Social Media Templates
Rebates
Schedule your discovery call today to learn how Integrity Tax Software can help you build a more scalable and profitable tax business.

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