Professional Tax Software

Don't just buy tax software.Build a tax business.

Universal Tax Software gives tax professionals the software, training, support, and systems they need to launch, grow, and scale.

Choose Your Software Call (845) 330-8009
3Pro platforms
1:1Setup & training
AllSeason support
Universal Tax Software box and installation disc
Your choice ofUniversal TS · CL · TW
Choose Your Software

Three platforms. One partner.

Choose from three professional tax platforms built for real tax offices. Tell us how your office runs and we'll help you pick the right fit, then get you set up and filing.

Desktop + Online

Universal TS

For speed-focused offices that run serious volume.

  • Desktop and online editions to fit how you work
  • Fast, keyboard-friendly data entry for high return counts
  • Multi-preparer and office management tools
  • Bank products and remote signature options
Get Universal TS
Desktop + Cloud

Universal CL

For growing offices, multi-office owners and service bureaus.

  • Desktop and cloud options for one location or many
  • Strong management tools for multi-office networks
  • Built-in tracking of returns, fees and bank products
  • Remote signature and client-friendly workflows
Get Universal CL
Desktop + Online

Universal TW

For offices that want a proven, guided preparation experience.

  • Desktop and online versions available
  • Interview-style and forms-based entry options
  • Diagnostics that help catch errors before you file
  • Bank products and e-signature options
Get Universal TW

Not sure which one fits? Call (845) 330-8009 and we'll walk you through it.

Universal Tax Software product boxes and disc
More Than a Login

Everything you need to run the business.

Software alone doesn't build a tax office. Universal backs every platform with the people and the playbook to make it pay off.

01

Software

Universal TS, Universal CL or Universal TW, set up for the way your office actually works.

02

Training

Get comfortable with your software before the rush so you can prepare with confidence on day one.

03

Support

Real people who answer when it matters most, all season long, not just at signup.

04

Systems

Bank product enrollment, office setup and the processes that turn a season into a business.

Wherever You Are

Launch. Grow. Scale.

Whether you're filing your first return or running multiple locations, we meet you where you are and help you get to the next level.

Launch

Start Strong

New to the business? We help you choose software, get your office set up and prepare for your first season with confidence.

Grow

Build Volume

Add bank products, sharpen your workflow and serve more clients every season without losing control of your office.

Scale

Lead a Network

Ready for more than one office? Talk with us about multi-office setups and building a network of preparers under your brand.

How It Works

From first call to first e-file.

Talk With Us

Tell us about your office, your volume and your goals. We'll recommend the right platform.

Choose Software

Pick Universal TS, Universal CL or Universal TW. Ask for a demo if you want to see it first.

Get Set Up

We walk you through onboarding, office setup and bank product enrollment.

Start Filing

Get trained, open your doors and start transmitting returns with support behind you.

Ready to build your tax business?

Get the software, training, support and systems to make this your strongest season yet.

Get Started Call Now
Questions

Straight answers.

Which software should I choose?
It depends on how you work. Universal TS is a strong fit for fast, high-volume offices. Universal CL shines for growing and multi-office operations. Universal TW is a proven choice for offices that like a guided preparation experience. Call us and we'll help you decide in a few minutes.
How much does it cost?
Pricing depends on the platform and package that fits your office. Reach out by phone or with the form below and we'll give you clear, upfront pricing with no surprises.
Do I need an EFIN?
Yes. To e-file returns you'll need an Electronic Filing Identification Number (EFIN) from the IRS, along with a PTIN. If you're still waiting on your EFIN, contact us anyway and we can help you plan your setup.
Can I see the software before I buy?
Absolutely. Call us or send a message through the contact form, and we'll set up a demo and show you how it works.
Do you offer training?
Yes. Training is part of what makes Universal different. We make sure you know your software before you start filing, and we're here when questions come up during the season.
Can I offer bank products to my clients?
Yes. All three platforms support bank products, and we help you through enrollment. Availability depends on your software, your bank partner and approval.
What kind of support do I get?
You get real people who understand the tax business, before, during and after the season. Call, text or email us and we'll help you keep your office moving.
Contact Us

Let's get your office ready.

Send us a message and we'll get back to you within one business day, or call us now.

Call or Text(845) 330-8009
Office
6801 Lake Worth Rd, Suite 103
Lake Worth, FL 33467

Send a Message

Tell us a little about your office and we'll take it from there.