About Prosoft Tech Solutions

The Hub for Professional Tax Software & Support

We help tax professionals file faster and earn more by connecting them with IRS-approved tax software, seamless onboarding, and year-round human support. From first-year preparers to multi-office firms, our mission is simple: give you the tools and guidance to win every tax season with confidence.

Based in West Palm Beach, FL

What We Do (And Why It Works)

We’re the hub that helps professional tax software for tax preparers actually drive results. Prosoft Tech Solutions connects your firm with IRS-approved platforms (TaxWise® & CrossLink®), handles onboarding and training, and backs you with year-round human support—so you file faster, reduce headaches, and grow profitably.

Platform Access Without the Guesswork

Choose the right stack for your workflow—individual, business, and all states.

  • TaxWise® & CrossLink® setup
  • IRS-compliant e-file & updates
  • Bank products & refund transfers

Onboarding & Training Included

From first login to first return, we guide your team step by step.

  • Role-based training for preparers
  • Data conversions & migrations
  • Paperless tools: portal & e-signature

Support That Doesn’t Disappear

Real people. Real answers. All season long (and off-season, too).

  • Live troubleshooting & best practices
  • Multi-user & multi-office scaling
  • Performance & workflow tuning
Based in West Palm Beach, FL

Who We Are. Why We Exist.

Prosoft Tech Solutions is the hub for professional tax software for tax preparers. We connect firms to IRS-approved platforms (TaxWise® & CrossLink®), deliver seamless onboarding and training, and back it up with year-round human support—so you file faster and earn more.

Our Mission

Remove software friction so tax pros can focus on clients and growth.

  • Speed: launch in days, not weeks
  • Clarity: the right platform for your workflow
  • Support: real people, real answers

How We Help

From first call to first return, we handle the heavy lifting.

  • TaxWise® & CrossLink® access
  • Onboarding & role-based training
  • Bank products, e-file, paperless tools

What We Believe

Simple beats complex. Outcomes over features.

  • Ownership & accountability
  • Client experience first
  • Future-proof for the 2025 season & beyond
Step 1 — AssessQuick discovery of forms, states, users, and goals.
Step 2 — RecommendMatch to TaxWise® or CrossLink® + add-ons.
Step 3 — OnboardProvision, train, migrate data, enable bank products.
Step 4 — SupportLive help all season; optimize workflows.

File Faster. Earn More. Start in Days.

Book a 12-minute demo. Walk away with a plan: the right IRS-approved software, onboarding, training, and year-round support—so you crush 2025.

IRS-approved options (TaxWise® & CrossLink®)
Onboarding & role-based training
Bank products & e-file setup
Year-round human support
Spots are limited this week. If we’re a fit, we’ll map your launch plan on the call.
Based in West Palm Beach, FL — 2501 Bristol Drive, Suite B1, West Palm Beach, FL 33409
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