Business Technology • Automation • Infrastructure BUILD • CONNECT • AUTOMATE • SCALE
The Technology Behind The Business

BUILD. CONNECT. AUTOMATE. SCALE.

UnityTech Global designs the digital infrastructure behind modern businesses — combining websites, CRM, automation, communications, customer journeys, tax technology and complete business systems into solutions built around how your company actually operates.

STRATEGY → DESIGN → IMPLEMENTATION → AUTOMATION → SCALE
● SYSTEM ONLINE
Your business. One connected system.
CRM LIVE
Automation ON
Comms SYNC
Website & Digital Presence CONNECTED
CRM & Sales Pipeline ACTIVE
Automated Workflows RUNNING
Business Phone + SMS ONLINE
Customer Journey CONNECTED
Reputation MONITORING
UNITYTECH INFRASTRUCTURE Built around you.

Technology configured around your brand, workflows and customer experience.

BUSINESS STATUS READY TO SCALE
WEBSITE DESIGN ◆ CRM ◆ AUTOMATION ◆ BUSINESS PHONE ◆ SMS + EMAIL ◆ FUNNELS ◆ TAX TECHNOLOGY ◆ BUSINESS SYSTEMS ◆ TECHNOLOGY FINANCING ◆ WEBSITE DESIGN ◆ CRM ◆ AUTOMATION ◆ BUSINESS PHONE ◆ SMS + EMAIL ◆ FUNNELS ◆ TAX TECHNOLOGY ◆ BUSINESS SYSTEMS ◆ TECHNOLOGY FINANCING ◆
More Than Software

WE BUILD THE SYSTEM BEHIND THE BUSINESS.

Your technology should work together — not create more work.

UnityTech combines strategy, design, technology, implementation, automation and support to create connected infrastructure around the way your business works.
Choose Your Tax Software

CHOOSE YOUR SOFTWARE.
BUILD YOUR BUSINESS.

UnityTech Global offers TaxSlayer Pro, TaxWise, and OLT Pro options, supported by training, onboarding, and guidance to help you build your tax business. Let us help you choose the platform that fits your office and goals.

TaxSlayer Pro

Explore TaxSlayer Pro through UnityTech Global. Talk with our team about package options, onboarding, and support for your tax office.

Discuss TaxSlayer Pro →

TaxWise

Explore TaxWise through UnityTech Global. Review your office needs with our team and discuss the software package and support that fit your operation.

Discuss TaxSlayer Pro →

OLT Pro

Explore OLT Pro through UnityTech Global. Get guidance on available options and the next steps for bringing your office on board.

Discuss TaxSlayer Pro →

Which software fits your office? Tell us about your experience, workflow, and growth plans. We'll help you explore your options.

Explore Your Software Options →
What We Build

FROM DIGITAL PRESENCE TO COMPLETE BUSINESS INFRASTRUCTURE.

Start with one solution or build the entire ecosystem. UnityTech creates technology around the business rather than forcing the business to work around disconnected technology.

DIGITAL EXPERIENCE

Websites & Digital Experiences

Custom websites built to communicate your brand, convert opportunities and connect into the systems behind your business.

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CUSTOMER SYSTEMS

CRM & Sales Systems

Centralize leads, customers, pipelines and opportunities so your team knows what is happening and what comes next.

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WORKFLOW ENGINE

Business Automation

Automate follow-up, onboarding, appointments, notifications, internal workflows and repetitive customer processes.

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CONNECTED COMMS

Communications

Connect business phone, SMS, email, calendars and customer communications into one operating environment.

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CUSTOMER JOURNEY

Funnels & Customer Journeys

Build intentional paths from first interaction to consultation, application, purchase, onboarding and continued engagement.

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FULL INFRASTRUCTURE

Complete Technology Buildouts

For companies that need more than a website, UnityTech can architect the complete digital infrastructure behind the business.

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01 Technology Partner
360° Business Infrastructure
1 Connected Ecosystem
∞ Room To Scale
The Flagship System

UNITYTECH BUSINESS OS™

Business OS™ is the connected technology environment behind your company. Instead of managing a collection of unrelated tools, UnityTech configures the systems around your brand, workflows, customers and growth strategy.


Build My Business OS →
BUSINESS OS™ CONTROL CENTER ● CONNECTED
WebsiteACTIVE
CRM & PipelineACTIVE
AutomationsRUNNING
Business PhoneCONNECTED
SMS & EmailCONNECTED
FunnelsREADY
AppointmentsREADY
ReputationMONITORED
Customer ExperienceCONNECTED

YOUR WEBSITE IS THE FRONT DOOR. WE BUILD WHAT HAPPENS BEHIND IT.

A beautiful website is only the beginning. UnityTech connects what customers see with the systems that capture leads, communicate, automate follow-up, manage opportunities and help the business operate.

Built For Business

YOUR INDUSTRY CHANGES. THE NEED FOR SYSTEMS DOESN'T.

Professional Services
Tax & Financial Services
Credit & Consulting
Transportation & Logistics
Automotive Businesses
Retail & E-Commerce
Home & Local Services
Nonprofits & Organizations
Hospitality & Food Service
Entrepreneurs & Startups
UnityTech For Tax Professionals

BUILT FOR THE BUSINESS BEHIND THE RETURN.

UnityTech combines decades of tax-industry experience with modern business technology to support independent preparers, EROs and growing tax businesses that need more than preparation software alone.


Explore Tax Solutions →
TAX PROFESSIONAL ECOSYSTEM
Software Direct Professional tax software solutions for independent businesses.
ERO & Service Bureau Infrastructure Technology and support for professionals building independent operations.
PTIN & EFIN Pathways Structured pathways for entering and expanding within the industry.
Due Diligence Back Office Team Additional support infrastructure for participating EROs.
Training & Business Systems Technology, operational education and ongoing support.
Technology Financing

BUILD NOW. PAY OVER TIME.

Technology projects can represent a significant business investment. Qualified businesses may have financing options available for eligible UnityTech implementations, allowing approved clients to spread eligible project costs over time.


Explore Technology Financing →

Financing is subject to eligibility, approval, applicable terms and program requirements. Submission of an inquiry does not guarantee approval or financing.

PROJECTS MAY INCLUDE

Custom Website Development
UnityTech Business OS™
CRM & Sales Infrastructure
Business Automation
Communications Infrastructure
Funnels & Customer Journeys
Tax Technology
Complete Business Technology Buildouts
The UnityTech Method

FROM IDEA TO OPERATING SYSTEM.

We don't start by selling you random technology. We start by understanding what the business needs the technology to accomplish.

DISCOVER

Discover

We identify your goals, current systems, bottlenecks and customer journey.

ARCHITECT

Architect

We determine the technology, workflows and infrastructure required for the build.

BUILD + CONNECT

Build & Connect

UnityTech designs, configures, integrates and automates the selected systems.

LAUNCH + SUPPORT

Launch & Support

We help your team understand the environment and support the transition into operation.

About UnityTech Global

TECHNOLOGY WITH BUSINESS EXPERIENCE BEHIND IT.

UnityTech Global was built around a simple idea: business owners shouldn't have to become technology experts just to build a modern company.

We bring together business strategy, digital design, software, automation, communications, implementation and support to help entrepreneurs and organizations build infrastructure that can grow with them.

We're not here simply to give you access to another platform. We're here to help build the system behind your business.

Start Your Project

LET'S BUILD WHAT YOUR BUSINESS NEEDS NEXT.

Tell us what you're building, where your current systems are falling short and where you want the business to go. We'll use your Project Assessment to determine the right UnityTech path.

UnityTech Project Assessment

TELL US WHAT YOU'RE BUILDING.

Give us the business objective first. We’ll use your answers to map the right combination of website, CRM, automation, communications, tax technology and infrastructure.

What happens nextWe review the assessment, identify the build path and contact you about next steps.