A professional website and back office for your tax business: client website, preparer portal, ERO portal and admin dashboard. Pick the parts you need. We build it with your logo and colors and put it online.
A real, working system, built for tax offices. Get all of it or only the parts your business needs.
6 pages in 3 layouts to choose from: Modern, Bold or Classic. Refund estimator, booking and intake links, VIP list.
Preparers log returns, see funded returns, their split, earnings and pending pay, past clients and correction requests.
EROs track their team, backend bonus, leaderboard, applications with onboarding check-offs and support tickets.
See everything. Verify funding, approve applications and agreements, track sales and referrals, view any portal as that person.
E-sign agreement templates, software sales pages, Tax Academy sign-ups, refer-a-friend program with QR flyers.
A ready-made Airtable template with all the tables and automatic emails (sign-in codes, invites, review requests and more).
Screens shown with sample data and sample brands. Yours uses your logo, colors and info.
Pay once. After checkout you'll fill out a short form with your business info, logo and colors, and we get started.
Delivered in about 5 days
Delivered in about 7 days
Delivered in about 10 days
Pay securely with Stripe.
A short form: your info, the parts you want, your layout, colors and logo.
Airtable, Netlify and GitHub. We send simple steps. You own everything.
We set it up, test it, and send you your sign-in steps.
Your site runs in your own accounts, so you control it. Prices are set by these companies and can change.
| Account | Used for | Cost |
|---|---|---|
| Airtable | Your data and automatic emails | Free to start. A busy office will likely need a paid plan for more records and automations. |
| Netlify | Hosting your website and sign-in | Free plan works for most offices |
| GitHub | Storing your copy of the files | Free |
| Domain name | yourbusiness.com | Usually $10 to $20 a year |
No. We do the setup. You send your info and create a few free accounts with our simple steps.
Yes. Pick any mix of client website, preparer portal, ERO portal, software sales, Tax Academy and refer-a-friend. Everything else is left out.
Not to us. You pay once. Airtable, Netlify and GitHub have free plans to start; a busy office may need a paid Airtable plan later. You pay for your own domain.
Yes. The website and every portal work on phones and computers.
No. It never collects SSNs, birthdates, ID images or bank numbers. Preparers log clients by initials or an ID.
No. The software page is a sales page you can edit or turn off. Only sell software you're authorized to sell.
Email admin@bprepsvcs.com and tell us about your office.
Yes. Your package includes rounds of changes, and after that you can edit text and prices yourself or ask us for help.
Website, portals and back office, set up with your brand.
Choose a PackageSecure checkout by Stripe.
All sales are final once work begins. One business per order. Agreements and privacy policy are templates; have your own attorney review them. Only sell tax software you're authorized to sell; software names shown are examples and belong to their owners. Screens use sample data. Built with the help of AI tools and tested by BPrep Tax Services.