Independent insurance agents
Take advantage of your current customer relationships by offering tax preparation services using our PTSTAX 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 ptstax works
Connect. Process Return. Get Paid…
Get the word out with social posts, text marketing, and marketing collateral. The more you promote, the more you grow!
Click on the customer’s submission, and our tax software walks you through the process to complete the return.
It’s your agency. Your earning potential is in your hands. Earn up to $300 per return!
your marketing plan
PTSTAX 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!