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Cooperation
Leads to

Success

 
 
 

“Great things in business are never done by one person; they’re done by a team of people.”

                                             – Steve Jobs

uTax has worked hard to build a good reputation in the tax industry.  Part of this work is creating and building strong relationships throughout the industry. This hard work is paying off for our partners as they can take advantage of these value-added services and benefit from additional revenue opportunities.

Education Center

uTax is pleased to be able to provide discounted access to continuing education solutions from the tax industry’s leading providers. Whether it’s AFSP, CTEC, Exam Prep or other specific CE courses, our goal is to provide you with options that are affordable, easy-to-use and comprehensive.

Committed to providing the best tax preparation and bookkeeping training solutions in English and Spanish, Latino Tax Pro has been serving the Tax Industry for over a decade with robust web-based continuing education.

Need some direction on growing and operating your tax business? The Income Tax School offers discounted access to their Tax Office Operations Manual and Guide to Start and Grow Your Tax Business, plus a wide variety of continuing education courses.

With 50+ years of industry experience, the Lambers Group is a leader in providing EA, AFSP, CTEC and related tax professional review courses and offers special discounts for a wide variety of CE training options.

Education Center

uTax is pleased to be able to provide discounted access to continuing education solutions from the tax industry’s leading providers. Whether it’s AFSP, CTEC, Exam Prep or other specific CE courses, our goal is to provide you with options that are affordable, easy-to-use and comprehensive.

Committed to providing the best tax preparation and bookkeeping training solutions in English and Spanish, Latino Tax Pro has been serving the Tax Industry for over a decade with robust web-based continuing education.

Need some direction on growing and operating your tax business? The Income Tax School offers discounted access to their Tax Office Operations Manual and Guide to Start and Grow Your Tax Business, plus a wide variety of continuing education courses.

With 50+ years of industry experience, the Lambers Group is a leader in providing EA, AFSP, CTEC and related tax professional review courses and offers special discounts for a wide variety of CE training options.

Protection Plus
It’s the best audit assistance program in the industry

Not only does Protection Plus relieve tax professionals of audit headaches, we also enable the preparer to guarantee their work. In the event of a legitimate preparer error, Protection Plus will reimburse the taxpayer up to $2,500.

Protection Plus
It’s the best audit assistance program in the industry

Not only does Protection Plus relieve tax professionals of audit headaches, we also enable the preparer to guarantee their work. In the event of a legitimate preparer error, Protection Plus will reimburse the taxpayer up to $2,500.

iPROTECT
does much more than monitor credit!

It offers a solution comparable to the ones used by the nation’s leading financial institutions to prevent identity theft. With our three-step system, iPROTECT builds a complete shield around your identity from beginning to end – leaving nothing to chance.

Forever Good Credit

With Forever Good Credit, you can offer a turnkey credit repair solution to your tax clients with little or no extra work. You help your clients regain their good credit and put more money in your pocket at the same time.

Forever Good Credit

With Forever Good Credit, you can offer a turnkey credit repair solution to your tax clients with little or no extra work. You help your clients regain their good credit and put more money in your pocket at the same time.

iTransact
A Merchant Services solution that lets you Accept Payment Anywhere

Payroc’s iTransact gateway allows you to process credit card payments via Android and Apple Devices as well as a web portal for online transactions. Sign-up is quick and easy and fully supported by Payroc’s domestic support team.

Banking Partners
uTax partners with the top 4 banks in the industry to provide you refund settlement options that your clients want and that fit your needs. Our Bank Services Team is here for you! From your initial enrollment with a chosen bank, to helping resolve any issues you and your clients may have during tax season, let our experience and long standing relationships work for you.
Electronic Signature Solutions
uTax has a unique partnership with two of the TOP providers in electronic signature pads making the collection of in-person electronic signatures simple.

Topaz Systems

Topaz Systems, Inc. is a global leader in electronic signature solutions and devices. Founded in 1995, Topaz provides electronic signature pads and software tools to enable the creation, signing, and authentication of electronic documents with digital handwritten signatures, passing the Daubert standard in United States Federal Court. Topaz has received numerous industry awards and holds more than 15 patents in the field of electronic signature hardware and software.
Scriptel Corporation
Scriptel Corporation leads the way in rugged, reliable eSignature and digitizing technology for busy environments. Their plug-and-play hardware and software solutions make easy work of document signing, electronic recordkeeping, and practice management in the tax preparation industry, while providing unmatched support for a full suite of digital signature pad and workflow products.
Put our years of experience to work for you!
Call a uTax Account Manager today and find out the value of good relationships. And remember, even the Lone Ranger didn’t do it alone.