We Provide More Than Just Software, We're Here To Help!

Customer Support

Whether you’re launching your first virtual tax office or expanding a physical location, our customer support team is ready to help. We’ll guide you through account setup, troubleshoot issues, answer day-to-day questions, and make sure you have the tools to keep your business running smoothly.

Live Phone Agent Support

Sometimes you need a real person on the line. Our live phone agents are available to answer urgent questions, walk you through technical issues, and make sure you never feel stranded during tax season.

From tricky IRS compliance rules to filing clarifications, our team provides fast, accurate answers to your tax questions so you can confidently serve your clients without second-guessing.

We go beyond tax software. Our mentorship program helps you navigate hiring, pricing strategies, scaling your office, and building long-term stability so you grow as both a tax preparer and business owner.

Get proven marketing strategies tailored for tax offices. From social media campaigns and referral systems to community outreach ideas, we’ll help you bring in more clients and keep them coming back year after year.

Leverage cutting-edge AI technology to streamline your workflow. Our AI assistant can answer common client questions, generate quick tax insights, and save you valuable time so you can focus on higher-value tasks.

Technical Support

Whether you’re launching your first virtual tax office or expanding a physical location, our support team is here to guide you through every technical hurdle—so you can focus on serving your clients and growing your business.

Real-Time Help Desk Access

When you’re in the middle of tax season, you can’t afford to be stuck. Our expert support team is available to help with software errors, system setup, e-file rejections, login issues, updates, and more.

We’ll walk you through your tax software step-by-step, helping you navigate settings, learn key features, and feel confident using every tool. If you’re new to the industry, we’ll help you understand how tax software integrates with IRS filing systems, bank products, and client data.

We offer secure screen-share sessions and remote access troubleshooting to resolve your problems quickly—no need to figure it all out on your own.

If you’re starting a tax office and getting your credentials in place, our team will guide you through setting up your IRS EFIN and PTIN accounts correctly, including common technical errors that can delay approval.

Running a mobile or virtual tax business? We provide the technical help you need to set up client portals, mobile apps, secure document uploads, and remote signature collection tools.

Why Support Matters

When you’re building your own tax office, reliable technical & customer support means fewer delays, less confusion, and a better experience for your clients. From day one, 1040TaxBiz ensures your systems are up and running—and we stay with you through every deadline and update.

Whether you’re working from home or opening a storefront, our support gives you peace of mind that someone always has your back.