The Financial Services Super App
Stop Running Just a Tax Business.
Tax Business.
Tax preparation, credit solutions, business funding, AI automation, training and marketing. One platform. Multiple income streams. Launch it, automate it, fund it and grow it from a single login.
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Income Streams
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Powerful Platform
24/7
AI Partner Support
Real Talk
Tax Season Shouldn't Control Your Income.
Most tax professionals generate the majority of their revenue during tax season and spend the rest of the year searching for additional income opportunities.
TaxCred Plus is designed to change that.
Instead of managing separate systems for tax preparation, credit, CRM, funding, marketing and education, partners can operate multiple financial-service opportunities through one connected ecosystem.
Six services. One ecosystem. More ways to generate revenue year-round.
Your Partner Ecosystem
Everything You Need to Build. Under One Roof.
The tools, training, systems and support to launch, operate and scale your financial-services business without juggling disconnected platforms.
Partner areas require sign-in. New here? Become a Partner.
How It Works
Five Moves. One Machine.
Step 1
Learn
Master tax preparation, credit, funding, automation, marketing and business operations inside TaxCred Plus University.
Step 2
Launch
Complete guided onboarding and get your brand, services and essential systems ready to operate.
Step 3
Automate
Use CRM workflows and AI-assisted follow-up to manage leads, clients and business processes more efficiently.
Step 4
Fund
Build funding readiness, organize documents and access business funding resources for you and your clients.
Step 5
Grow
Add complementary financial services and build revenue opportunities throughout the year instead of relying entirely on tax season.
The Difference
They Sell Software. We Build an Ecosystem.
The Old Way
- Separate tools for tax, credit, CRM and funding
- Revenue heavily dependent on tax season
- Manual lead follow-up
- Multiple software subscriptions
- Multiple logins
- Disconnected training
- Building alone
The TaxCred Plus Way
- Connected financial-services ecosystem
- Multiple year-round service opportunities
- AI-assisted automation
- Central partner experience
- Training and business resources
- Partner community
- TaxCred Ted available 24/7
TaxCred Plus University
Learn. Apply. Grow.
Professional education designed to help TaxCred Plus partners understand and operate multiple parts of a modern financial-services business.
Access UniversityTax Preparation
Tax fundamentals, preparation workflows and business operations.
Credit
Credit education, client processes and service development.
Funding
Business funding readiness and funding-service fundamentals.
Automation
AI, CRM systems, workflows and business automation.
Marketing
Lead generation, campaigns, branding and client acquisition.
Operations
Processes, systems, management and business growth.
TaxCred Ted
Online · AI Partner Guide
Great move — your tax clients already trust you. Here's the path:
- Complete the Credit track in University.
- Review your credit onboarding requirements.
- Use an Automation Hub campaign to offer a credit review to past clients.
Want me to open the first step for you?
AI Guide
Meet TaxCred Ted.
Your AI-powered TaxCred Plus partner guide. Get answers, recommendations and step-by-step direction whenever you need help navigating the platform or growing your business.
Smart Recommendations
Relevant suggestions based on what you're trying to accomplish.
Step-by-Step Guidance
Clear instructions for navigating TaxCred Plus and executing business tasks.
24/7 AI Support
Get assistance whenever you need direction.
Your Business. Your Systems. Your Future.
Stop Waiting for April.
Everything you need to begin building additional financial-service opportunities is inside the TaxCred Plus ecosystem.