UnityTax Software & Service Bureau Platform
Launch and scale your tax business with cloud-based professional software, service bureau
infrastructure, and bank products — fully supported by UnityTech Global.
Core Software Features
Tax Office Power
- Cloud-based professional tax software
- Unlimited users & preparers
- All-state & federal coverage
- Remote signatures & paperless office
- Client document upload & storage
Client Experience
- Secure client portal
- Refund estimator / quote calculator
- Mobile-friendly experience
- Fast communication with your office
Bank Products & Advances
Bank Product Options
- Refund transfers (RTs)
- Easy fee reporting & payouts
- Direct deposit to client accounts
Refund Advances
- Pre-season and in-season programs
- Up to $6,000 advances (per bank program)
- Marketing support around advance offers
Built For EROs & Service Bureaus
Scale Beyond Solo Preparer
- Add and manage multiple preparers
- Keep 100% of your prep fees (EFIN holder)
- Support for multiple locations
Connected to UTG CRM
- Sync with the UTG CRM & Automation portal
- Track leads from interest → client → repeat
- Use automations to follow up after tax season