Helpful Resources

Here are some resources that we think are helpful.

Taxware Partners


The Complete Client Communication Tool – Developed with the Tax Professional in mind is now integrated with Taxware!


EPS puts the ease in tax season by providing affordable, innovative, and customizable programs to help independent tax professionals manage and grow their business.

Refund Advantage

Refund Advantage provides a flexible pricing model and web based system for Taxware users to provide bank products.

Republic Bank Tax Refund Solutions

Tax Refund Solutions is committed to working with tax offices of the highest caliber. We want to ensure consumers are offered our tax products in a fair and responsible manner and that they are presented clear choices in making their decision. As a stakeholder in the electronic filing industry we endeavor to promote integrity throughout our program and to be a sound steward in the e-file process.

Tax Products Group

Tax Products Group (TPG) is located in San Diego, California and was established in 2010 upon the sale of the Santa Barbara Bank & Trust tax products division. Building on a legacy of nearly 20 years of industry leadership and superior customer support, TPG, in cooperation with our banking partners, provides fairly priced quality financial products which deliver true value and satisfy consumers’ needs. TPG offers tax-related financial products through a network of tax preparation franchises, independent tax professionals and online tax preparation providers.


EPS’ credit and debit card processing program was specifically designed for the tax professional.

The Tax Book

As a client of Taxware Systems you are entitled to receive 10-25% off all TheTaxBook products and free shipping year-round! When ordering, be sure to use Taxware’s Promo Code 785 to ensure you receive the negotiated discount.

Click Here to learn more about the 5 Free Services included with every order.


Texting has 99% read-rate within 2 minutes! Textellent offers a unique Personalized Texting service, designed specifically for Tax & Accounting Professionals, and it’s integrated with Taxware. Their service includes self-service appointment scheduling and appointment reminders. Text messages are personalized, relevant and come from a “real” phone number enabling two way communication.

Protection Plus

Protection Plus encourages you to join the thousands of tax professionals spending less time handling tax notices and getting back to growing their businesses. With Protection Plus, you have an entire tax audit defense department that will provide up to $1,000,000 in services to resolve an IRS or state notice.

Topaz Systems Inc.

Electronic signature pad by Topaz can be used to add signatures to PDF documents so clients can be completely paperless.

National Payment

National Payment Corporation allows our Winpay users to provide Direct Deposit Plus and EZStub to their payroll clients.

Affordable Checks has checks- blank or preprinted and tax materials that are compatible with our accounting and tax software.

Taxware Links


Software used for meetings with Taxware Sales team members.

General Tax

IRS Website

Official website of IRS that includes downloadable forms and instructions.

Who is required to have a WISP plan?

With data security incidents continuing, tax professionals must have current written information security plans or WISPs. Federal law, enforced by the Federal Trade Commission, requires professional tax preparers to create and maintain a written data security plan.

The link below gives the IRS guidelines on this matter as well as a template can be found within Pub 5708.

Read the IRS Guidelines


IRS Interactive Tax Assistant is an IRS “tool” that uses a series of questions to provide you with responses to tax law questions.

IRS Modernized e-File Status

Status page for IRS Modernized e-File system. Information on this page usually reflects information released in IRS QuickAlerts. A good source for issues that may effect IFA or A2A efile (QuickAlerts are still the best source).

Tax News

IRS Newsroom

IRS page for the section on the “Proposed New Requirements for Tax Return Preparers”. The page has information on the requirements and links to a webinar and video discussing it, a FAQ section, and other relevant or needed details.

IRS Quick Alerts

QuickAlerts is a FREE, online service that disseminates mass e-file messages, within seconds, to all “subscribed” individual and business e-file Software Developers, Transmitters and Authorized IRS e-file Providers.