YOUR SOFTWARE. YOUR BANK. YOUR MARKETING. ALL SET AND READY FOR YOU
Effortlessly manage your ads, social media, and reputation — all in one convenient location for the cost of a tank of gas. Our intuitive tax preparation software and dedicated support are designed to help you scale your office with ease.
Choose From TaxSlayer & OLT Pro
SOFTWARE DIRECT PRO OFFERS
OLT Pro Software
100% ONLINE
Keep 100% of your prep fee. No splits.
Unlimited federal and state returns, with free e-file
Full corporate suite and prior-year returns:
1041, 1065, 1120, 1120S, 2290, 5500, 720, 709, 706, 990, 8849
Bank products: Refund Advantage or Santa Barbara TPG.
Software available in Spanish.
Document manager, e-signatures, and W-2/1099 import
Mobile app, client portal and tax organizer
Marketing CRM included: TRMCRM Revenue Marketing
Manager ($590/yr value). Comes with a content calendar,
SOP page, landing pages and workflows to connect your
socials and start posting on day one. Upgrade anytime.
Done-for-you setup. We sign up your locations and process
your bank application and import your previous clients.
Live software training (pick from 4 sessions) in season tech
support and mentorship options.
Fine print: Desktop download sold separately. Per-return fees apply, collected at funding. Renews annually.
Tax Slayer Software
DESKTOP + WEB
Keep 100% of your prep fee. No splits.
Unlimited federal and state returns, with free e-file
Full corporate suite and prior-year returns:
1065, 1120, 1120-S, 1041
Bank products: Refund Advantage or Santa Barbara TPG.
Software available in Spanish.
Document manager, e-signatures, and W-2/1099 import
TaxesToGo® mobile app and client portal
Marketing CRM included: TRMCRM Revenue Marketing
Manager ($590/yr value). Comes with a content calendar,
SOP page, landing pages and workflows to connect your
socials and start posting on day one. Upgrade anytime.
Done-for-you setup. We sign up your locations and process
your bank application and import your previous clients.
Live software training (pick from 4 sessions) in season tech
support and mentorship options.
Fine print: Renews annually. Nothing to install.
Revenue Marketing Manager: Included with your software ($59/mo on its own). Landing pages, automated posting and ready-made workflows.
Lite: $109/mo. Adds texting, a business phone and full CRM.
Pro: $159/mo. Adds websites, campaigns and team accounts.
Fine print: No contracts. Rate locked while active. Usage billed separately. Ticket support included. Add VA hours, ad packs or live tech support anytime.
TMB TAX BUREAU
TMB: Pioneering the Digital Landscape with Ingenious and Reliable Software Solutions. Enhance operational efficiency, optimize user engagement, and manage digital transformation effortlessly.
QUICK LINKS
ADDRESS
6221 W Wilshire Blvd Ste. 3, Oklahoma City OK 73132
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