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Customer Benefits

IntelliTax serves our customers as trusted business partners and provides "one stop" service for tax preparation, financial offerings, business management and growth. Partner with IntelliTax and discover how easy it is to:

  • Switch to IntelliTax with free 1040 conversions
  • Offer financial services including RALS through our bank partners
  • Manage your account, report on your business and stay up to date, even during the hectic filing season, through our Customer Portal
  • Claim great prizes just for taking care of business with IntelliRewards, our customer reward program
  • Train your employees online and market your business with tools provided in our Business Tools Portal
  • Grow your business through additional revenue streams, manage your time and run your office more efficiently with IntelliTax products and services


It's all yours as an IntelliTax customer!

For More Information

Contact an Account Manager at: 800.377.3337



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