Smart software & training for tax offices.

Run a smarter tax office with the right tools and team training. Top-tier tax software at better pricing, professional bookkeeping, and a complete learning academy — all built specifically for tax practitioners.

Team collaborating in a modern office
Compliant
Top Rated
Maria Lopez
Maria Lopez
Tax Office Owner
James Kim
James Kim
CPA, Chicago
Sarah Chen
Sarah Chen
Senior Preparer
Trusted by tax offices across all 50 states
TaxWise Crosslink Drake ATX ProSeries
What We Offer

Everything your tax office needs.

Top-tier software at better prices. Real training your team will actually use. Services that open new revenue streams.

Software Tax software on laptop

Tax Software

Individual and business taxware from the biggest names — TaxWise, Crosslink, and more.

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Services Bookkeeping and accounting

Bookkeeping Services

Professional bookkeeping that saves you time and opens a new revenue stream for your firm.

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Education Training and education

Training Programs

Live, on-site, and on-demand programs for every level of tax practitioner.

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Strategy Business consulting and compliance

Compliance & Consulting

Compliance guidance, software integration, and business strategy from real practitioners.

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All Major
Tax softwares supported
10+
Video lessons in the academy
24/7
Access to learning platform
50
States we serve nationwide
Who We Help

For new offices and established ones.

Just Starting Starting a tax business

Starting a tax business?

Launch with confidence. We set you up from buying your first software package to A-to-Z training.

  • Software setup and configuration
  • Beginner-to-advanced training
  • Compliance from day one
  • Season-long support
Get Started →
Established Established tax office

Already running a firm?

Better pricing on the same top software, plus services that open new revenue streams.

  • Lower software costs
  • New revenue streams
  • Whole-staff training
  • Custom quote for your firm
Get a Quote →
Learning Academy

Master tax prep from anywhere.

Professional courses and video lessons. 24/7 access. Built by practitioners who run their own firms.

01 Tax Preparation Professional Bootcamp
Intermediate

Tax Preparation Professional Bootcamp

Master individual and small-business tax prep—from intake to e-file—with workflows used by top BlueLink offices.

  • 01 Welcome & Course Roadmap
  • 02 Client Intake Checklist (Download)
  • 03 Due Diligence for Preparers
  • 04 Form 1040 Walkthrough
  • 05 Schedule C Basics for Small Business
  • 06 Pre-Transmission Quality Review
6 lessons
02 Bookkeeping Fundamentals for Tax Offices
Beginner

Bookkeeping Fundamentals for Tax Offices

Free foundational course on bookkeeping workflows that keep tax offices organized year-round.

  • 01 Why Bookkeeping Matters in Tax Offices
  • 02 Chart of Accounts Template
  • 03 Bank Reconciliation Step-by-Step
  • 04 Year-End Package for Preparers
4 lessons

Ready to level up your tax office?

Custom packages built around your firm's size, needs, and where you're heading. Better software pricing, real training, and services that grow with you.

Get in Touch

Let's talk.

Tell us about your firm and we'll build the right package — software, training, services, all custom-priced for you. We'll get back to you within 24 hours.

Email us
hello@bluelinktech.com
📞
Call us
(310) 869-2083
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