Your Office.
Your Clients.
Our Support System.
Combine traditional in-office appointments with virtual intake, automated workflows, and remote administrative support.
Keep your tax professionals, clients, and business identity. Let us help streamline the systems behind your operations.
More Efficient Operations.
More Time for Your Clients.
Tax Pro Virtual helps connect the administrative processes behind your tax office without replacing the services and relationships you've already built.
Client Experience
Offer convenient appointments, intake forms, document uploads, and consistent communication.
Workflow Automation
Organize returns, monitor progress, and reduce repetitive administrative tasks.
Virtual Office Support
Get assistance with calls, scheduling, client follow-ups, and daily workflow coordination.
Choose the Services You Need
No office-size requirements. Select the services that fit your workflow, or let us create a customized solution.
Organize Your Client Experience
Simplify appointments, intake, and communication.
- Online client intake forms
- Secure document collection setup
- In-office and virtual scheduling
- Appointment reminders
- Client tracking dashboard
- Welcome and follow-up emails
- Initial setup and training
- Basic ongoing system support
Hybrid Tax Office
Connect intake, preparation coordination, and return tracking.
- Everything in Virtual Front Desk
- Customized preparation workflow
- Express Simple Return process
- Missing-document tracking
- Input team coordination
- Appointment preparation workflow
- E-signature status tracking
- IRS acceptance status tracking
- Automated client reminders
- Operational reporting dashboards
- Additional-service opportunity tracking
Ongoing Administrative Support
Combine systems with hands-on remote office management.
- Everything in Hybrid Tax Office
- VA support allocation
- Call and message handling
- Daily intake monitoring
- Appointment coordination
- Missing-document follow-ups
- Preparer calendar coordination
- Client service request tracking
- VA training and oversight
- Monthly operational reviews
Prices are proposed starting rates. Additional VA hours, third-party subscriptions, custom development, and other out-of-scope services are quoted separately.
One Organized Process From Start to Finish
Appointment
Clients schedule in-office or virtual appointments.
Intake
Client information and documents are collected through a secure process.
Organization
Administrative staff organize submissions and identify missing information.
Preparation
Qualified tax professionals handle preparation and technical review.
Approval
Client approval, e-signature, and filing steps are coordinated.
Follow-Up
Acceptance and outstanding tasks are monitored through completion.
Compare What's Included
| Service | Front Desk | Hybrid | Managed |
|---|---|---|---|
| Online intake and uploads | ✓ | ✓ | ✓ |
| Appointment scheduling | ✓ | ✓ | ✓ |
| Automated client emails | ✓ | ✓ | ✓ |
| Tax preparation workflow | — | ✓ | ✓ |
| Express Return workflow | — | ✓ | ✓ |
| Missing-document tracking | — | ✓ | ✓ |
| E-sign and acceptance tracking | — | ✓ | ✓ |
| Operational reporting | Basic | Advanced | Advanced |
| VA support | Add-on | Add-on | Included allocation |
| Daily workflow management | — | — | ✓ |
Customize Your Office Support
Need a particular feature without purchasing a complete package? Ask us about a customized solution.
Virtual Assistants
Phone support, scheduling, and administrative follow-ups.
From $15/hourCustom Automation
Automated workflows, reminders, and tracking.
From $250/setupClient Reactivation
Campaigns to reconnect with inactive clients.
From $350/campaignIntake Landing Pages
Branded client onboarding and document collection.
From $750Workflow Assessment
Review your current systems and identify bottlenecks.
From $500Custom Office Solutions
A combination of services built around your process.
Custom quoteLet's Improve Your Tax Office
Tell us a little about your office and the services you're interested in. Once you submit the form, you'll be directed to our calendar to schedule your free 30-minute consultation.
Complete Intake
Tell us about your office.
Submit Details
Your information is saved in our system.
Book Your Call
Choose your consultation time.
Already Completed the Intake?
If you've already submitted your information, you can go directly to the booking calendar.
Book Your ConsultationEverything You Need to Know
Do we need to change our existing tax software?
Not necessarily. We review your current software and determine how our processes can work alongside your existing systems.
Can clients still visit our office?
Yes. The hybrid model supports traditional in-office appointments as well as virtual appointments and services.
Can we purchase individual services?
Yes. We offer individual services and customized packages based on your needs.
Do you provide virtual assistants?
Yes. Remote administrative support is available based on the selected package or as an additional service.
Will Tax Pro Virtual prepare our clients' tax returns?
Our primary services focus on operations, client communication, workflow management, and administrative support. Technical tax preparation and filing remain the responsibility of authorized tax professionals unless separately contracted.
How long does implementation take?
The timeline depends on the selected services and your current systems. We provide a proposed implementation schedule following the consultation.
Build a More Efficient Tax Office
Discover how Tax Pro Virtual can help organize your processes, improve client communication, and support your growth.
Start Your Free Consultation Intake