Why Choose Keystone?

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A Little About Us

Keystone Tax Solutions is a leader in the professional tax software industry with more than 15 years of experience offering online tax software and helping hundreds of tax professionals start their own tax business. We are able to bring award winning professional tax software to our clients for the most affordable prices in the industry due to our buying power and relationships we have built.

We serve two different clients. We help those clients who are veterans obtain affordable low cost quality software that ensure their business continues to grow, cut cost, and become more efficient. We also help those who are new to the tax business and do not know where to start. We help our clients get their business off the ground by providing EFIN services, software, tax training, software training, tech support, marketing strategy and much more.

Our Customer Service and extremely affordable quality software is what sets us apart from the competition. No more waiting on phone calls or replies to email. We pride ourselves on being there for our client no matter the time or day. During the tax season we can be reached via phone or email and we operate year round. We also have an intuitive self service knowledge base and user guide. The owners of our company have all worked for, operated, and owned their own tax firms. They know what it takes to start from nothing and grow a business to be successful. They combine for over 15 years of tax preparation experience. We know our success is based on your success.

We currently service over 2000 tax professionals in 35 different states across the US. We continue to grow and break in to new markets each year. Most of our clients are made up of small and large CPA firms, mom and pop tax offices, and home based tax preparation businesses.

Our Software Benefits

Why Online Tax Software?

Web-based tax software that is user friendly; yet provides comprehensive software for any tax office. Access your tax business anytime, anywhere, on any device. If you are a preparer on the go or just need tax software that is maintenance free with nothing to download, this product is for you! Create a multi-user office without the hassle or costs of a server, and start growing your business today!




Client Manager

Complete access manager to quickly and easily locate all information pertaining to your client’s return, saving you valuable time.

E-File Manager

Complete tracking system allows you to keep the most current status information during every stage of the e-file process. View status lists for:

Multi-User Preparer Manager

Ability to add additional users to your tax office with tools to help customize and optimize your business.


Run your office more effectively by generating valuable reports throughout the tax season. With over 50 standard reports to choose from, you can customize them specifically to meet your needs!

Professional Correspondence


Print professional mailing labels for your client letters and marketing material. Choose from many standard client status options to generate labels fast and efficiently.

Customized/Standard Letters

Choose from several pre-written letters or compose your own client letters. Upload the company logo to give your office a professional, polished look.

Time Management Tools

Ein and Zip Code Database

We understand how valuable your time is. These time saving auto-fill features will increase speed and accuracy to help run your tax office more efficiently!

Prior Year Import

Seamlessly pull forward all existing client information from the prior year.

Customized/Standard Letters

Manage and plan your time and your staff’s time months in advance! View
Want more information on our Tax Preparation Business’ Customer Cash Advance?

Don’t hesitate to contact us today at