Contact us: 888-50-UPTAX (8-7829)

 Up Tax Software

UpTax Link

Whether you are a large organization with multiple offices or a successful single office operation, UpTax Link has the professional tax solution to maximize your success.

• Work-in-Progress Screen
• Point-and-Shoot Error Correction™
• Easy-to-use forms-based input
• Automatic software updates
• All federal and state forms supported
• Integrated text messaging capabilities

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UpTax Wise

UpTax Wise is our most customizable service package. UpTax Wise includes everything you need to make your tax preparation business successful this tax season. UpTax clients have their own dedicated software.

• "What if" mode
• Create a return without SSN and add it
• Diagnostics system and warnings
• Calculations are made instantly with every entry
• Conversion software for most tax packages

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With our intuitive, cutting-edge solutions, we set the industry standard for quality, value, and service.

Tax Software

• Built in Document Manager
• Integrated Text Messaging
• Support for Signature Pads and
  BarCode Scanners
• Integrated Remote Signature

Tax Office Mobile App

• Branded with your logo
• Your firm information on your
  clients’ devices
• Client data and documents
  import directly into the software
• Custom branded website

Multi-Office Management

• Web-based configuration for
  sub-offices (billing, security,
  software settings)
• Tax return routing options
• Centralized reporting and
  return access

Revenue Opportunities

• Offer your clients valuable
  services like iPROTECT &
  Protection Plus
• Create your own
• Year round revenue

UpTax Banking Partners

At UpTax Software, we are dedicated to helping you through the entire bank enrollment process
to make sure you’re ready to take the tax season head-on.


Located in San Diego, TPG was established in 2010 upon the sale of the Santa Barbara Bank & Trust Tax Products Group. Building on a legacy of nearly 20 years of industry leadership and superior customer support, TPG, in cooperation with our banking partners, provides fairly-priced, quality financial products.



Republic Bank is committed to working with tax offices of the highest caliber. We want to ensure consumers are offered our tax products in a fair and responsible manner and that they are presented clear choices in making their decision. As a stakeholder in the electronic filing industry, we endeavor to promote integrity throughout our program and to be a sound steward in the e-file process.


Refund Advantage Tax Refund Services was built with the tax professional in mind. Our bank product program allows tax professionals like you to diversify business and compete with the national chains. Our management team has been involved in the tax refund servicing side of the e-file industry since 1989.

Call us today!

We understand tax is a complex business. One of our friendly software specialists will help you find the software solution that perfectly fits your business.

Phone Number888-50-UPTAX (8-7829)

Location AddressPO Box 61501
Irvine, CA 92602