Don't Just Prepare Returns. Build a Tax Business.
MayTax Pro combines professional tax technology with practical resources designed to help tax professionals build sustainable businesses.
What the Growth Center covers
✓Client acquisition playbooks
How to find and win clients for a tax office, step by step. These teach the approach. They do not supply clients.
✓Referral promotions
How to build a referral programme your existing clients will actually use.
✓Tax office marketing
Offers, promotions, and paid social advertising written for tax offices rather than for business in general.
✓Team training
Material you can put in front of new staff, including tax return exercises for practice.
✓Office automation
The processes worth automating in a tax office, and how to set them up.
✓Business growth resources
Pricing, operations, and the decisions that come with adding preparers and locations.
Included with the Launch program
The full curriculum is included with the Launch program. Everything here teaches how to build and run a tax practice. Results depend on your own market, effort, pricing, and business decisions.
Ready to start?
Book a walkthrough and we will size the right program with you.