The Tax Collective

Run your tax business smarter, faster, better.

Tax preparation service in Arlington, TX (show on map)

5.0

★★★★★

12 reviews

Cloud-based tax software platform with training, community, and tools for independent tax professionals.

Call (817) 239-0608

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About

Founded by Jerkaria Thomas, The Tax Collective was created to address the lack of affordable, user-friendly tax software for independent preparers. It provides a cloud-based platform with all necessary tools, training modules, and a network of over 500 active preparers, enabling users to file more returns, increase revenue, and serve clients with confidence.

Enterprise-grade tools for independent tax professionals

Comprehensive training and community support

Cloud-based platform with multi-office management

256-bit encryption and bank-level security

Services

Cloud-Based Tax Software

A comprehensive, cloud-based platform that includes tax preparation tools, client portals, real-time reporting, and multi-office management.

End-to-end encryption (256-bit) Real-time client collaboration Multi-office support Automated e-filing with error checking Live dashboards and revenue reports

Credentials & Certifications

Cloud-Based Tax Software

Reviews

Rating

★★★★★

Reviews

"She is professional, knowledgeable, and easy to work with."

Frequently Asked Questions

What is included in the $699 package? +

The package includes the full cloud-based tax software platform, nine training modules covering referrals, prospecting, list-building, and workflow automation, plus bonus team training exercises. It is a one-time flat rate with no subscriptions.

Do I need experience to get started? +

No prior tax software experience is required. The onboarding program walks you through every step, and the support team is available throughout setup. Many successful preparers started from zero.

Is the software cloud-based or installed? +

100% cloud-based. Access the platform from any browser on any device—desktop, tablet, or phone. No installations, updates to manage, and always on the latest version.

Can I manage multiple locations? +

Yes. The platform supports multi-office management, allowing you to track multiple locations, manage separate ERO numbers, and monitor staff performance from one unified admin dashboard.

How secure is client data on the platform? +

We use 256-bit end-to-end encryption, the same standard used by major financial institutions. Client data is stored in secure, compliant data centers with regular audits and zero third-party data sharing.

What kind of support do I get after purchasing? +

You receive access to the onboarding team, live chat support during business hours, a training video library, and a community of 500+ active preparers. Support is available every step of the way.