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. Get the files and go live yourself, or let us set it all up.
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 back-office 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. Website File and Portal Kit orders don't need to share any accounts with us.
Delivered in about 5 days
Delivered in about 7 days
Delivered in about 10 days
Already have a website? No problem. We connect your portals to it with simple login buttons at the same package price, or you can use the website we build. Same price either way.
Anything custom? Email us for a quote. Add-ons are billed separately from your package. All sales are final. No refunds.
Don't want to touch the tech after launch? Pick a Care Plan on your order form and we'll send your link when your site goes live. Already have a site from us? Start it below. Bills monthly until you cancel. You book your own monthly call. No refunds. Care Plan terms
All sales are final. No refunds. By buying, you agree to our Website Services Terms.
We build websites and client portals for any business: salons, cleaning, trucking, staffing, consulting, real estate, coaching, nonprofits and more. Same packages and prices.
Pick a package and pay securely. Then you'll fill out a short form about your business.
Pay securely with Stripe.
A short form: your info, the parts you want, your layout, colors and logo.
Website File and Portal Kit: we send your branded files and a simple guide. Done For You: we send you simple setup steps after you order, you give us access, and we do the rest.
Preview it, ask for changes, then launch on your own domain. You own everything.
No. The Website File is drag and drop. The Portal Kit comes with a step-by-step guide. With Done For You, we do the setup.
Same system. With the Portal Kit you follow our guide to set it up yourself (about an hour). With Done For You, you invite us into your accounts and we set it up, add your team and walk you through it.
Yes. Pick any mix of client website, preparer portal, ERO portal, software sales, Tax Academy and refer-a-friend. Everything else is left out.
No required monthly fee. You pay once. If you want us to keep your site running and handle updates, you can add the optional Care Plan ($49 or $79 a month) and cancel anytime.
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.