Why Choose us?

The Team That Powers Your Success

Pioneer Tax Software is a trusted leader in the professional tax software industry, with over 15 years of experience delivering online tax solutions and helping hundreds of professionals launch their own tax businesses. Thanks to our strong buying power and long-standing relationships, we are able to provide award-winning professional tax software at the most affordable prices in the industry.

We proudly serve two types of clients. For established tax professionals, we offer low-cost, high-quality software that helps cut expenses, increase efficiency, and ensure continued growth. For newcomers to the industry, we provide the tools and guidance to launch their businesses successfully. Our services include EFIN setup, software and tax training, technical support, marketing strategies, and more.

What sets us apart is our customer service combined with affordable, high-quality software. We don’t keep clients waiting on endless calls or unanswered emails. Instead, we are available by phone or email throughout tax season, and we operate year-round. We also provide a self-service knowledge base and user guide for added convenience. Our leadership team has collectively spent more than 15 years preparing taxes, owning, and managing tax firms. We know firsthand what it takes to grow a tax business from the ground up—and we measure our success by the success of our clients.

Today, we serve more than 2,500 tax professionals across 40 states, and our reach continues to expand each year. Our clients include CPA firms, family-run tax offices, and home-based tax preparers of all sizes.

Pioneer Software’s Benefits

Save time with software that’s simple to use, learn, and teach
Work your way with direct input or guided interview options
Access your tax office anywhere with 100% web-based software
Stay connected on any device, anytime, anywhere
Grow revenue with multiple bank product solutions
File faster with unlimited free e-filing included
Get peace of mind with year-round customer support
Boost productivity with secure multi-user office access
Enjoy full transparency—absolutely no hidden fees
Unlock free tax software with 200+ bank products

Why Pioneer Software’s Online Tax Software?

Web-based tax software that is user friendly; yet provides comprehensive software for any tax office. Access your tax business anytime, anywhere, on any device. If you are a preparer on the go or just need tax software that is maintenance free with nothing to download, this product is for you! Create a multi-user office without the hassle or costs of a server, and start growing your business today!

Features

Individual 1040 and 1040NR filing supported
Covers all states plus DC that require tax filing
Unlimited free e-filing included
Wide range of bank product options
On-site check printing software provided
Multi-user setup for office teams
Reliable year-round customer support

Competitive Edge

No delays—start preparing returns immediately with instant software access
Ideal for businesses with multiple offices or employees
Easily monitor and manage satellite locations
User-friendly design ensures effortless use
No downloads required—completely maintenance-free
Automatic updates at every login keep you current
Set up a multi-user office with locations anywhere
Access client information instantly, anytime and anywhere
Interview-style input is simple to teach and perfect for beginners

Comes With:

Client Manager

A complete access manager that quickly locates all client return information, helping you save time and work more efficiently.

Personal Information
Payment Records
Preparer Notes
Appointment Scheduling
Return Details
History Records
Return Status
Client Letters

Multi-User Preparer Manager

Easily bring new users into your tax office to improve collaboration and efficiency. Use advanced tools to tailor processes and optimize your business.

Each preparer is assigned a unique account name and password. Customize privileges for every preparer, including e-file, bank access, check printing, and reports. Easily disable account access at any time.
Every preparer receives a secure account with a unique username and password. Set specific permissions such as e-file, banking, check printing, and reporting. Account access can be disabled whenever needed.
Provide each preparer with a unique login and password for secure access. Assign role-based privileges like e-file, bank, check printing, and reports. Disable or restore access instantly as required.

E-File Manager

A complete tracking system keeps you updated with the most current status information at every stage of the e-file process, with easy-to-view status lists.

All queued
All transmitted
All accepted
All rejected

Reports

Streamline your office operations by accessing valuable reports all season long. Select from more than 50 built-in reports and customize them to suit your business needs.

Status and tracking
Yearly growth comparison
E-file
Revenue
Income
Bank

Formal Correspondence:

Labels

Easily print professional mailing labels for client letters and marketing materials. Select from a variety of standard client status options to generate labels quickly and efficiently.
Select from a variety of pre-written letters or create your own personalized client messages. Add your company logo to present a professional, polished image.

Cover
Scheduling
Post-season
Pre-season
Privacy notice

Time Management Tools:

EIN and Zip Code Database

We know your time is valuable, which is why our auto-fill features are designed to save time, boost accuracy, and keep your tax office running efficiently.

EIN Database: Automatically stores employer identification numbers as soon as they are entered. You can easily manage your database at any time with options to add or delete records, giving you full control and flexibility.
Customizable Database: Maintain accuracy and relevance by updating your records whenever needed. The automatic add/delete functionality ensures your database stays organized and up to date with minimal effort.
Zip Code Database: Streamline address entry with a smart zip code lookup feature. Simply enter the zip code, and the system will auto-fill the corresponding city and state details instantly, saving time and reducing errors.

Prior Year Import:

Easily roll forward all client details from the previous year for faster setup and workflow.

Rollover Options: Choose between a standard rollover for basic data or a comprehensive rollover for complete client information, giving you flexibility based on your needs.
Depreciation Tracking: Depreciation details are automatically carried forward from year to year, ensuring accuracy and consistency without extra effort.
Time Savings: Reduce repetitive data entry and save valuable time with automated rollover features that streamline your workflow.

Appointment Scheduler

Organize your workflow by planning months ahead for yourself and your staff. Access clear views of schedules, responsibilities, and priorities.

Office Hours & Availability: Set up office hours and define each user’s availability to keep scheduling organized.
Time-Off Management: Plan ahead by managing staff days off and vacation time months in advance.
Client Appointments: Schedule and track appointments for both new and existing clients with ease.
Custom Reporting: Generate detailed reports tailored to specific days, months, years, and more for better insights and planning.