Your Tax Business Needs

More Than Just Software.

You need a clear process for bringing clients in, collecting documents, following up, and keeping your team on track. Backend Academy helps tax professionals put those pieces in place with tax software, backend systems, and practical mentorship.

Book a Discovery Call

Learn More

Get Your Tax Business

Organized Behind the Scenes.

Tax Software

Choose OLT or TaxSlayer, with onboarding and self-paced training videos to help you get started.

Backend Systems

Put a clear process in place for client intake, appointments, document collection, and follow-ups

Business Mentorship

Work with Alexis to identify what needs attention, set priorities, and build systems that support your tax business.

Get Your Software.
Know How to Use It.

Choose OLT or TaxSlayer with onboarding and self-paced training videos. Get familiar with your software so you can prepare for the season with a clear starting point.

Cloud-Based Tax Preparation

Never lose track of where you're at with your clients. Utilize our value-added services to ensure your clients are always satisfied and coming back year after year.

Stop Keeping Every
Next Step in Your Head.

Who still needs to upload documents? Who needs a reminder? What happens after someone books? We help you organize your intake, follow-ups, appointments, and communication so you can track what needs to happen next.

Your Mobile Tax Office Solution

Make it easy for your customers to submit paperwork. With TaxNitro, customers can snap a picture of their paperwork, sign and upload it directly from their mobile device.

Know What to Fix.
And Where to Start.

Work with Alexis to review how your business runs, identify what needs attention, and create a plan. Get guidance as you put your processes, SOPs, and systems in place.

Ready to Get Your Backend in Order?

Book a Discovery Call

The Processes Behind
an Organized Tax Business.

From the first inquiry to team training, we help you create clear steps for the work happening behind the scenes. Your build starts with what your business needs.

OLT or TaxSlayer

Choose the tax software you want to work with for the season, whether you’re running your own tax office or preparing to serve more clients.

Software Onboarding

Access over 2,000 federal and state tax forms, schedules, worksheets, and more, all in one place.

Self-Paced Software Training

Comprehensive audit support & access to audit representation to help navigate any potential audit issues.

Client Intake & Onboarding

Put a clear process in place for appointments, intake forms, document collection, and getting clients ready for preparation.

Automations & Follow-Ups

Build reminders and communication around missing documents, unsigned contracts, appointments, and the next steps in your process.

Pipelines & SOPs

Track where clients and prospects stand, and document how the work gets done so you and your team can follow a consistent process.

Fast Cloud-Based Software For Tax Pros

Get Started

Terms

TCPA