Build Your Tax Business
With Affirm TaxOS™
Software. Training. Support. Opportunity.
Affirm TaxOS™ provides EROs and tax preparers with the technology, tools, training and ongoing support needed to build, manage and grow a successful tax business.
FOR EROs
Build. Manage. Scale.
FOR TAX PREPARERS
Prepare. Learn. Earn.
POWERFUL TOOLS. REAL SUPPORT. UNLIMITED POTENTIAL.
Software Products Built For Everyday Tax Pros
No bloated corporate fluff. Just straightforward, high-speed tax software and client management tools that let your office file fast and keep things running smoothly.
Tax Office CRM & Automated Client Follow-Up
Stop chasing clients down for missing W-2s manually. Send automated SMS reminders, track intake pipelines, and keep all your client messages in one single inbox.
- ✓Track leads, document intake, and tax filing status in real-time
- ✓Automated 2-way SMS text messages & email reminders
- ✓Pre-built seasonal tax campaigns to capture early filers
- ✓Built-in review requests to boost your Google business profile
High-Speed Cloud Tax Software (All 50 States)
Run your tax office from any web browser without heavy software installs. Complete complex individual and corporate tax returns fast with sub-second IRS submission.
- ✓No software download needed: works on Mac, PC, or iPad
- ✓Support for 1040, 1120, 1120S, 1065, 990, and all 50 states
- ✓Bank product integrations for instant refund advances & fee withholding
- ✓Built-in remote e-signatures & client document upload vault
Choose The Package That Fits Your Office
Whether you file returns from one desk, run multiple locations, or operate a high-volume office, there's an Affirm service bureau package built for you.
For one tax preparer or one office.
Everything one office needs to file: 50-state cloud software, bank products, and real tech support — without paying thousands upfront for a software license.
Solo & Single-Office Preparers
You file from one desk and want software, bank products, and a support line without the overhead.
We Handle the Backend.
You Focus on the Bigger Picture.
Affirm TaxOS™ is a full-service tax software and service bureau partner that supplies the software, bank products, e-file transmission, and technical support your tax office needs — so you can focus on your clients and growing your business.
Built With The Right Partners.
Affirm TaxOS™ works alongside established financial institutions, cloud hosting centers, and certified IRS e-file transmitters to give your tax office access to the software, banking support, and connected technology behind a premier 2026 operation.
Professional Tax Software
Robust cloud and desktop calculation engines built to handle multi-state, high-volume processing with 99.99% IRS e-file uptime — the software your office files on.
Refund Transfer & Advances
Seamless integration with leading refund transfer banks (Refund Advantage, Santa Barbara, EPS) so your office can offer fee withholding and instant advances.
Mobile Intake & Document Vault
Encrypted mobile scanning and remote e-signature portals let your clients send W-2s, verify IDs, and sign 8879s from their phones.
Automated Office Sync
Centralized sync connects your returns, bank disbursements, office reporting, and customer support into one unbroken real-time ledger.
More than a list of vendors: Affirm TaxOS™ brings together the software, compliance relationships, bank product lines, and connected infrastructure so your office operates with enterprise-grade leverage.
Your Path To Filing With Affirm
From your first call to filing your first return, Affirm TaxOS™ gives your office the software, bank products, and support to run a smoother, more profitable season.
Tell Us About Your Office
Talk with our team about where your office is now — your return volume, software, and what you want to improve this season.
- Review your current return volume
- Evaluate PTIN and EFIN requirements
- Identify your software & bank product needs
Compare Affirm Packages
Explore the service bureau package that matches your office — software, bank products, support, and growth tools.
- Professional 50-state software
- Bank products & refund advances
- Transparent pricing with no hidden royalties
Get Set Up For Season
We handle your software setup, bank product configuration, and onboarding so your office is ready to file before season opens.
- Software logins & office configuration
- Bank product & fee withholding setup
- Preparer training & kickoff call
Need Help Deciding?
Not sure which package fits your office? Reach out and we'll build a tailored recommendation for your season.
- Live 1-on-1 software screen share
- Ask questions before committing
- Plan your pre-season launch timeline
Ready to Build Your Tax Business?
Real People. Real Support. Real Opportunity.
COMMUNITY
GROWTH
FOR A BRIGHTER FUTURE