FORGE YOUR
TAX EMPIRE

Professional tax software, marketing, branding, client workflow tools, and support for modern tax offices.

WHAT WE OFFER

EVERYTHING YOU
NEED TO SCALE

Tax software and business services built for modern tax offices, from client workflow and support to marketing, branding, and growth.

PROFESSIONAL TAX SOFTWARE

Cloud-based software with unlimited returns, all states supported, and optional co-branded or white label solutions for firms that want a more customized presence.

MARKETING & MEDIA BUYING

We run the campaigns, Facebook, Google, social media strategic ad buying to help you acquire customers and grow your revenue.

BRANDING

Logos, brand guides, social templates, landing pages, intake forms - a complete visual identity that makes your business look world-class.

TECH SUPPORT

Dedicated support for your office and your users, so your team can stay focused on clients and growth.

TAX PLANNING AS A SERVICE

Offer premium tax planning support to your clients as an additional service, without adding overhead to your office.

WEBSITE & DIGITAL DESIGN

Custom websites, landing pages, and intake forms built to convert - everything your online presence needs to generate leads.

SOFTWARE PACKAGES

PICK YOUR
POWER LEVEL

Cloud-based software with unlimited returns, all states supported, and optional
co-branded or white label solutions for firms that want a more customized presence.

TAXFORGE 1040

$499

  • Unlimited returns

  • All states supported

  • Individual 1040 & 1040NR

  • Free e-file

  • Multi-user setup

  • No computer networking needed

  • Automatic software updates

  • Free customer support

Per license / tax season

TAXFORGE PRO

$798

  • Everything in TAXFORGE 1040

  • Business tax add-on included

  • Business entity returns

  • 1040 & Business licenses

  • Expanded return types

  • Multi-user setup

  • Automatic software updates

  • Free customer support

Per license / tax season

TAXFORGE AFFILIATE

$1,999

  • Co-branded software (your logo)

  • 1040 & Business licenses

  • Unlimited licenses

  • Service Bureau Fee: $0

  • Remote Signature Fee: $0

  • Technology Fee: $0

  • Transmitter Fee: $29.95

  • Free customer support

Full white-label solution

Document Manager

Scan and upload client documents digitally — eliminate the paper trail for good.

e-Signature

Let taxpayers sign forms digitally — easy, fast, and legally compliant.

Quick Estimator

Give clients fast refund estimates to build trust and convert more prospects.

CLIENT MANAGER

Full CRM-style client management built right into your tax software dashboard.

Taxpayer Portal

A secure, user-friendly portal that keeps clients connected without visiting your office.

K1 Import

Import K-1 data directly into returns — no manual re-entry required.

Client Organizer

Gather client info before their appointment — organized and ready when you need it.

Multi-User & Reports

Add team members and track performance with built-in reporting and analytics.

SOFTWARE FEATURES

BUILT FOR

TAX PROS

Every tool you need to run a modern, paperless, profitable tax office — with zero extra subscriptions required.

→ 100% web-based — no installation, no networking

→ Automatic updates every season, always current

→ Individual 1040, 1040NR, and all business returns

→ Remote e-signature for fully virtual workflow

→ Secure cloud storage for client documents

WHY TAXFORGE

THE ADVANTAGE IS REAL

🖥️

SOFTWARE + SERVICES IN ONE PLACE

Everything your tax business needs under one roof — no juggling multiple vendors or platforms.

⚡

OFFICE EFFICIENCY

Cloud-based tools that eliminate paperwork, automate workflows, and let your team work faster with fewer errors.

🤝

CLIENT EXPERIENCE

From the taxpayer portal to e-signature and digital document uploads — your clients get a modern, professional experience every time.

📈

GROWTH SUPPORT

Marketing, media buying, branding, and strategy — we help you attract more clients and scale your revenue beyond tax season.

READY TO START?

Launch or grow your tax office with software and services built to help you scale.

Join tax professionals who are building serious revenue with TaxForge Software as their foundation.

GET IN TOUCH

LET'S BUILD
SOMETHING BIG

We're Here to Help

Whether you're ready to purchase, have questions about a package, or want to explore white-label options — reach out and a real person will respond fast.

Professional tax software and business services for tax professionals who want to run and grow a modern tax office.

© Copyright 2026. TAXFORGE SOFTWARE. All rights reserved.