✅ 100% Paperless Office

The Ultimate All-in-One Cloud Solution for Virtual Tax Offices

Step into the future of tax preparation with Taxology Hub Online—the cloud-based software built specifically for remote and virtual tax professionals. Whether you're working from home, managing a team across states, or running a fully digital firm, our platform gives you the power to stay connected, compliant, and in control—anytime, anywhere.

✅ Robust Mobile Access—Prep on the Go

✅ Built-in CRM for Seamless Client Management

✅ Compatible with Both Windows & Mac

Integrated CRM

Effortlessly manage your customer contacts, streamline your automated referral program, print checks, and so much more—all in one place.

Integrated Bank Products

Get faster refunds and receive your payments sooner. We’ve partnered with leading banks across the industry to make the process smooth and hassle-free.

Support

Virtual support and training available in both English and Spanish. No additional fees.

Desktop Software

Taxology Hub Desktop Software was built by tax professionals, for tax professionals—offering a reliable, feature-rich solution to power your tax office with efficiency, accuracy, and control. Whether you're an independent preparer or running a multi-office team, our software is designed to scale with you.

Why Is Taxology Hub Different?

Taxology Hub isn’t just tax software—it’s a smarter way to run your virtual tax office. Designed with simplicity and power in mind, our cloud-based platform offers a seamless user experience paired with top-tier support and training. What truly sets us apart is our commitment to helping tax professionals not only file returns—but grow their business..

Features of Taxology Hub Desktop

  • Send a mobile link to clients and import their documents and relevant information directly into the software. No more double data entry. Save time and eliminate errors. Client documents are stored in an archive in the software, for quick review and retrieval.

  • No one wants to wait forever on responses regarding bank products. We have excellent relations with all of the major processing banks in the industry. Up to the minute communication with bank servers ensures that disbursement information arrives expeditiously.

  • Select from a long list of search criteria and data fields, to construct customized reports, that will allow you a unique insight into the performance of your tax operations. Extract client information from your database to assist with mass communication and announcements.

  • E-signature services built-in to the software allows you to send return information to the client remotely for them to sign documents. Send client data directly from the software, over to the CRM to complete automated-referrals and advance payouts.

Protect Your Business with NEXT Insurance

As a small business owner, having the right insurance isn't optional—it's essential. That’s why we've partnered with NEXT Insurance, a trusted provider offering simple, affordable, and tailored coverage designed just for entrepreneurs like you.