Boost your office with bank integration.
Prime Tax Software LLC connects your tax software with bank products, and our team has you covered for a smooth, worry-free season.
Connectivity that keeps your office moving.
Integrated bank products help your office work efficiently, with our team supporting you every step.
Integrated bank products
Connect your tax software to bank products, so your workflow stays efficient from start to finish.
Set up for you
Not tech-savvy? Our support team guides you through the process, stress-free.
Support all season
Real people for questions and seasonal needs, so your team keeps filing without interruption.
From first call to connected, in four steps.
Tell us your needs
Share your office and the bank products you want.
Choose your platform
We match you with the right tax software.
We connect it
Our team sets up the bank integration with you.
File with support
Our team stays beside you all season long.
One partner, every leading platform.
Bank integration works with the professional tax software we offer. Need something else? Just ask.
More returns handled per season by clients using efficient workflows and integrated bank products.
Software options from industry-leading platforms at competitive rates.
Expert technical support and training through the season.
Equip your tax office with the very best.
Tell us what you need and we will return with the right software and bank integration.
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