01
Practice Profile
Share your volume, team, bank-product activity, and goals.
GOTAXTOOLS Growth Program
A Growth-Focused Path for Qualifying Tax Offices.
A qualification-based path combining software, support, eligible bank-product options, and growth resources.
Growth-focused relationship
Software + Support + Growth
01
QualifyTell us about your practice and expected volume.
02
ActivateChoose the applicable software and bank-product workflow.
03
GrowUse resources designed to support practice development.
How It Works
Three Steps to Explore Your Fit
02
Eligible Options
Review available software and supported bank-product options.
03
Growth Path
Build toward the next stage of your practice.
Explore Eligibility
See If the Growth Program Fits.
Start with a short qualification profile.