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Professional Tax Software
Access to our cloud-based IRS eFile software and client management system.
Launch your own professional tax office — without the overhead.
Get expert training, software, branding, and ongoing support under the trusted Optimum Tax Pro name.
Most tax professionals dream of running their own business but face steep startup costs, compliance requirements, and marketing challenges.
With Optimum Virtual Tax Franchise™, we’ve simplified the journey — giving you a proven system, professional branding, and full back-office support so you can focus on serving clients and earning income.
We give you everything you need to operate like a seasoned firm from Day 1 — including e-filing authorization, professional software, branding materials, automation tools, and mentorship.
The Optimum Virtual Tax Franchise™ is perfect for:
Everything You Need to Launch and Grow
Access to our cloud-based IRS eFile software and client management system.
Branded domain email, calendar, forms, and digital intake system.
Step-by-step guidance from our certified tax experts.
Done-for-you Martekz CRM, client follow-ups, and lead funnels.
Use the Optimum brand and logo for trust and recognition.
Back-office help, tax updates, and marketing assistance.
Getting Started Is Simple
Our franchisees come from all walks of life — tax preparers, educators, small business owners — united by one goal: building freedom through the tax industry.
Questions About Going Global?
Take the first step toward owning a flexible, profitable, and supported tax business — built for the modern digital economy.