
We provide our tax prepartion software to you along with ongoing support before, during, and after tax season. Our support services includes assistance for both regular and extended tax season hours, from your start date through October 15th of the year of purchase.

We reserve the right to reject any tax return that is incomplete, inconsistent, or contains inaccurate documents or notations. This ensures compliace with all regulations and safeguards against falsely disallowed credits that could affect refunds for taxpayers.

If required, we provide accurate accounting for any fees due based on the terms of the purchased agreement.

We kindly ask for a 24-hour business turnaround during peak tax season to ensure all matters are handled efficiently.

A CRM helps you understand your customers better, track every interaction, and deliver personalized experiences that build trust and loyalty.

Use the client portal effectively to help manage the influx of business-related questions and inquiries.
We also offer live training sessions open to anyone who wants to join, giving you the chance to learn and connect with tax professionals nationwide. Some sessions are free, while others are paid, depending on the topic and depth of training.
In-Person Training (Paid Option)
Want hands-on training for your entire team? For a fee, our experts will come to you and train your staff in person to ensure they're fully equipped to use XTS effectively.
Note: Travel and hotel expenses apply for on-site training, in addition to the training fee.