nextgen professional tax software
RUN A
FASTER
TAX OFFICE.
NextGen Professional Tax Software helps tax pros simplify intake, collect signatures, file faster, and
serve more clients without drowning in admin.
nextgen professional tax software
RUN A
FASTER
TAX OFFICE.
Helping tax pros simplify intake, collect signatures, file faster, and
serve more clients without drowning in admin.
FROM CHAOTIC TO STREAMLINED
FROM CHAOTIC TO STREAMLINED
SCATTERED CLIENTS. LOST DOCUMENTS.
Chasing missing info and paperwork kills productivity and creates delays.
MANUAL STEPS.
MORE MISTAKES.
Rekeying, printing, and backtracking lead to errors and wasted time.
OVERWHELMED AT PEAK SEASON
Disconnected tools and clunky processes can't keep up.
NEXTGEN BRINGS EVERYTHING TOGETHER SO YOU CAN WORK SMARTER, SERVE MORE CLIENTS, AND FINISH TAX SEASON WITH LESS STRESS.
SCATTERED CLIENTS. LOST DOCUMENTS.
Chasing missing info and paperwork kills productivity and creates delays.
MANUAL STEPS. MORE MISTAKES.
Rekeying, printing, and backtracking lead to errors and wasted time.
OVERWHELMED AT PEAK SEASON
Disconnected tools and clunky processes can't keep up.
NEXTGEN BRINGS EVERYTHING TOGETHER SO YOU CAN WORK SMARTER, SERVE MORE CLIENTS, AND FINISH TAX SEASON WITH LESS STRESS.
EVERYTHING YOU NEED. ALL IN ONE.
Mobile Client
Intake App
Clients upload docs, answer questions, and stay in the loop from their phone.
Built-In Digital
Signatures
Collect client signatures
securely-no printing, scanning, or delays.
Cloud Access
From Anywhere
Access your returns and client data securely from any device, anytime.
Guided Workflow
Interface
Step-by-step workfiow keeps you organized and helps you
move taster
Bank Product
Integration
Seamlessly offer bank products and get paid faster with direct integrations.
Paperless Office +
Client Portal
Secure portal to digitally share docs, messages, and updates-all in one place.
Unlimited E-Filing +
All 50 States
File federal and state returns
with no limits. All 50 states included.
Unlimited
Support
Real humans. Unlimited
support. We're here when
you need us.
SOFTWARE PACKAGES. PICK YOUR LEVEL.
LAUNCH
PRO
ELITE
WHAT'S INCLUDED
Professional Tax Software
Unlimited Federal E-Filing
All 50 States Included
Client Portal + E-Sign
Bank Product Integration
Software Updates Included
Standard Software Support
WHAT'S INCLUDED
Everything in Launch
Multi-Preparer Team Access
Team Onboarding & Training
Team Workflow Management
Recruiting Resources
Group Business Mentorship
Priority Team Support
WHAT'S INCLUDED
Everything in Pro
Service Bureau Setup
Software Resell Rights
Sub-Office Management
Service Bureau Training
Bureau Growth Resources
Priority Bureau Support
$199
$699
$1299
SOFTWARE PACKAGES. PICK YOUR LEVEL.
SOFTWARE PACKAGES.
PICK YOUR LEVEL.
LAUNCH
WHAT'S INCLUDED
Professional Tax Software
Unlimited Federal E-Filing
All 50 States Included
Client Portal + E-Sign
Bank Product Integration
Software Updates Included
Standard Software Support
$199
PRO
WHAT'S INCLUDED
Everything in Launch
Multi-Preparer Team Access
Team Onboarding & Training
Team Workflow Management
Recruiting Resources
Group Business Mentorship
Priority Team Support
$699
ELITE
WHAT'S INCLUDED
Everything in Pro
Service Bureau Setup
Software Resell Rights
Sub-Office Management
Service Bureau Training
Bureau Growth Resources
Priority Bureau Support
$1299
WHAT HAPPENS AFTER YOU CHOOSE?
CHOOSE YOUR LEVEL
GET SET UP
GO NEXTGEN
Select the NextGen package that matches where your tax business is right now.
Complete your software registration we can get your access activated.
Log in, get familiar with your tools, and start running tax season with a stronger system.
YOUR NEXT MOVE
APPLY
Complete a short application
so we can learn more about you.
INTERVIEW
We'll connect to discuss your
goals and how we can help.
GET STARTED
Complete onboarding and
begin your training.
FREQUENTLY ASKED QUESTIONS
Are there any software fees, and what are they for?
Yes. Software fees may apply depending on the package and how the software is being used. NextGen Professional Tax Software is a white-label, branded version of TaxSlayer Pro, so the fees help cover software access, licensing, updates, support, and the infrastructure required to provide the platform under the NextGen brand at a lower price.
Is NextGen Professional Tax Software actually TaxSlayer Pro?
Yes. NextGen Professional Tax Software is a resold, white-label version of TaxSlayer Pro software. You receive access through the NextGen brand while still using the professional tax preparation technology and filing capabilities powered by TaxSlayer Pro.
Can I use the software if I have a team of tax preparers?
Yes. Unlimited users. Our higher-level packages are designed for tax offices with teams and can include expanded access, team onboarding, training, and additional support. If you are growing beyond a solo operation, the Pro or Elite package may be a better fit.
Does the software include all states and unlimited e-filing?
Yes. The software includes federal filing capabilities and access to all 50 states, with unlimited e-filing included according to your software access.
Can my clients complete intake and sign documents remotely?
Yes. The software includes digital tools that help you run a more paperless office, including client intake, document collection, digital signatures, and client portal functionality so clients do not have to complete every step in person.
What is the difference between Launch, Pro, and Elite?
Launch is designed mainly for tax professionals who need professional software, core filing tools, and standard support. Pro is built for tax offices with a team and adds team-focused training, support, and group mentorship. Elite is for tax professionals who want to move toward the service bureau model, including higher-level business infrastructure, software distribution opportunities, and service bureau training.
LEGAL
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