Independent insurance agents

GROW
your OFFERING

Take advantage of your current customer relationships by offering tax preparation services using our taptax™ software that makes tax prep as easy as writing an auto insurance policy.

Grow your business, and earn up to $300 per tax return!  

how taptax™ works

Connect. Process Return. Get Paid…

 

Connect

Get the word out with your own unique website, Facebook page, and email. The more you promote the more you grow!

Process Return

Click on the customer’s submission, and our tax software walks you through the process to complete the return.

Get Paid

It’s your agency. Your earning potential is in your hands!

your marketing plan

taptax™ understands that you are the core of our business and we want to make sure you have everything you need to be successful. We will provide you with a customized marketing plan to get started growing your business right away!

 

Personalized taptax Website

Access To Online Tax Software

Unique Code To Mobile App

Digital Marketing Materials

Bank Refund Advances for your clients!

Marketing Expert Assistance

Tax Prep for the independent insurance industry- 100% profit!

Questions?

reach out to a taptax expert today!