TAX SOFTWARE • BUSINESS SOLUTIONS • PROFESSIONAL SUPPORT
Professional Tax Software Built for Growth.
Powerful tax software is only the beginning. Unique Tax Solutions provides professional tax software solutions for tax professionals at every stage—from preparing your first return to building and scaling your own tax organization.
SOFTWARE & BUSINESS TIERS
Choose your level. Build your future.
From preparing your first return to building your own tax organization, Unique Tax Solutions provides the software, resources, training, and professional support designed to help you grow at every stage.
NEED MORE THAN SOFTWARE?
Build the business behind the software.
Ready to launch your own tax business but need more than tax software?
01 ╾
BUILD YOUR FOUNDATION
Business Formation Guidance • EIN Application Assistance • EFIN Application Guidance • Business Banking Guidance • Tax Business Startup Checklist • Compliance Resources
02 ╾
BUILD YOUR BRAND
Professional Logo Design • Business Branding • Professional Website Setup • Business Email Setup • Social Media Business Setup • Marketing Resources
03 ╾
BUILD YOUR OPERATION
Professional Tax Software Setup • Client Intake System Setup • Tax Office Workflow Guidance • Document & Client Management Resources • Tax Season Preparation • Business Growth Strategy
FLEXIBLE FINANCIAL SOLUTIONS FOR YOUR TAX BUSINESS
BANKING PRODUCT OPTIONS
Unique Tax Solutions understands that every tax business operates differently. That’s why we provide access to multiple bank product options, giving tax professionals the flexibility to choose solutions that best fit their business and their clients.
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Our bank product options can help streamline tax-season operations, provide convenient refund disbursement choices, and give your clients additional ways to handle tax preparation fees. Explore our available providers and select the option that works best for your operation.
Refund Advantage provides tax professionals with bank product solutions designed to simplify the refund process while supporting the day-to-day needs of a growing tax business.
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Through available bank products, tax professionals may be able to offer clients convenient refund disbursement options and have eligible tax preparation fees deducted from refund proceeds rather than collected upfront.
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Refund Advantage is an option for professionals looking for established tax-season financial solutions that integrate into their tax preparation workflow.
Refundo offers technology-focused financial solutions designed specifically for the tax preparation industry. Its platform provides tax professionals with tools and bank product options that can help create a more efficient experience for both the preparer and the taxpayer.
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For growing tax businesses, having flexible financial-product options can make it easier to serve different client needs while keeping tax-season operations organized.
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Unique Tax Solutions gives qualifying professionals the opportunity to explore Refundo as one of the available bank product options within their tax business setup.
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Santa Barbara Tax Products Group (TPG) provides tax-related financial products and services used by tax professionals to help manage tax preparation fees and client refund disbursements.
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For professionals building or expanding their tax business, TPG offers another established bank product option that can fit into a professional tax preparation operation.
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Through Unique Tax Solutions, qualifying tax professionals can explore available TPG solutions and determine whether they align with their software, business model, and client-service needs.