Business Details
23 Years
experience
Emergency
services
Professional Tax Preparation Software & Bank Products for Tax Professionals
Chase Tax Service has been a leader in professional tax preparation software solutions since 2003. Our cloud-based and desktop platforms are designed specifically for tax professionals, offering seamless integration of tax preparation tools, bank products, and comprehensive support services. With over two decades of industry experience, we empower tax preparers, accountants, and CPAs to enhance efficiency through automated calculations, error-checking systems, and real-time updates. Our partnerships with major financial institutions enable clients to offer refund advances and transfers, creating additional revenue streams.We maintain authoritativeness through continuous innovation, including mobile app accessibility and advanced reporting features that provide actionable insights into practice productivity. Our commitment to trustworthiness is demonstrated through 13-month software support cycles, free return backups, and transparent pricing structures that have established us as a reliable partner in the tax industry.
Services
Tax Software
Bank Products
Cloud Solutions
Desktop Software
Reseller Program
Details
- Year established: 2003
Highlights and features
- We've provided tax software solutions since 2003 with continuous platform innovation
- Our software integrates bank products from Tax Products Group and Republic Bank
- Cloud and desktop options available with automatic form updates
- We offer 13-month support cycles with toll-free technical assistance
- Free return backup and storage included with all software packages
What people say
Awesome product
Best tax software
Love the product
Industry leading
Easy to use
Services
Tax Preparation Software
Our professional tax preparation software streamlines return processing with automated calculations and error-checking systems. Designed for tax professionals, it includes all federal and state forms with real-time updates to ensure compliance. The platform supports both cloud and desktop operations, featuring integrated e-signature capabilities and document storage.
Bank Products Integration
Integrated bank product solutions enable tax professionals to offer refund advances and transfers through partnerships with major financial institutions. This feature creates additional revenue streams while providing clients with financial options like pre-ack loans up to $7,000 with 24-hour funding availability through participating banks.
Cloud-Based Solutions
Our cloud-based tax software provides secure online access with automatic updates and integrated bank product modules. The platform includes three user accounts, free marketing materials, and unlimited e-filing capabilities when combined with bank products, ensuring tax professionals can work efficiently from any location.
Desktop Software
Desktop tax preparation software offers unlimited user accounts and automatic updates with comprehensive form libraries including business tax modules. The desktop version supports network installations and includes free e-filing options, making it ideal for multi-user tax offices requiring local software deployment.
Reseller Program
The reseller program enables tax professionals to market and sell our tax software while keeping 100% of profits. Participants receive training, technical support, and marketing materials to establish service bureaus, with revenue opportunities from software sales, bank product enrollments, and tax preparation fees.
People
Henry Chase
President / CEO
Henry Chase leads Chase Tax Service with over two decades of experience in tax software development and financial services integration.
Christie Chase
VP National Sales Director
Christie Chase manages national sales operations with expertise in expanding market reach for tax preparation solutions.
Chaz Chase
VP National Sales Director
Chaz Chase specializes in strategic sales development for tax software and financial product integrations across multiple markets.
Questions
What tax software packages do you offer?
We offer CTS 1040 Online Pro, Desktop Pro, and Premier Desktop packages with varying features including cloud access, business modules, and unlimited e-filing.
Do you provide technical support?
Yes, we offer toll-free technical and tax support during business hours with 13-month support cycles for purchased software licenses.
Can I integrate bank products with your software?
Our software includes integrated bank product modules from Tax Products Group and Republic Bank for refund advances and transfers.
Is there a reseller program available?
Yes, our reseller program allows tax professionals to sell our software and bank products while keeping 100% of profits from sales.
What are your pricing options?
Packages range from $499 for Online Pro to $1,599 for Premier Desktop with additional fees for specialized modules and services.
Do you offer free software options?
We provide free tax software to offices processing 50+ bank products annually through our rebate program.
