AffordaTax Biz-in-a-Box, Inc. is designed for the aspiring or seasoned tax professional. Our Fully Integrated Tax Preparation, E-File and Bank Software suite has absolutely no upfront cost, no minimum requirement, no setup cost, free training, tech support and mobile e-signature capability.
Get Your Free Trial: Get your Free 30-Day Training on H. Business in a Box provides you with everything you need to run your business efficiently on the cloud. It includes a customizable CRM with ERP and accounting software built-in, a messaging and document collaboration platform, and complete bookkeeping services all under one roof. It’s specifically designed to equip you with all of the essentials. Business-in-a-Box is the perfect add-on to your preferred office suite. It is 100% compatible with Microsoft Office (2013, 2010, 2007, 2003, XP and 2000). It also comes with a built-in text editor. 9/10 (8 votes) - Download Business-in-a-Box Free. Business-in-a-Box is an application that includes a large amount of useful documents. With Business-in-a-Box you will have contracts and formal letters. Business-in-a-Box has more than 1,300 documents of all kinds that can come in very handy for.
The Free Package Includes Everything You Need
AffordaTax Biz-In-A-Box is designed for the price-conscious tax preparer who wants free tax software and tax training; and the ability to expand quickly and manage your virtual, home-based or retail tax office easily.
Web-Based Professional Tax Software
- Unlimited Logins
- Up to 4 prior tax years
- Interview or Forms Based
- How-To tax software training
Bank Product
Compete with the big-box tax offices
- Offer $150-$6,000 Cash Advance
- Tax prep fee deducted from refund
- Your tax prep fee deposited directy into your account
- Embedded in tax software
Web-Based Portals
- Online Client Tax Doc Portal
- Online SharePoint Portal
Marketing
- Personalized Webpage for Your Tax Office
- Business Cards & Postcard Design Templates
- Downloadable Vacation Vouchers
IRS-Approved Certified Tax Training
- 15 continuing eduation (CE) credit hours
- We report to the IRS and CE hours will show under your PTIN on IRS.gov website.
Fully-Automated
- Unlimited E-Filing of Federal Returns & All States
- Mobile Signature Feature
- App for Clients to Upload Docs
- Online Client Intake Form
No Credit Check
- Company Issued EFIN or Attach Your Own EFIN
- Automatic Approval – unless bank/tax/insur. fraud in your background. (background check required)
Customer Support
- Phone Support/Training for tax questions
- Marketing Training
- PTIN & EFIN Assistance
Hire Preparers Under Your Affiliate & Plug Them Into Our Remote Training for Passive Income
Earn Additional Passive Income
Once you sign up as an Affiliate Owner, we provide you a short Recruitment Video and Sign-Up Link to send your Hirees/Staff/ Affiliates. They can access their free AffordaTax Biz-in-a-Box portal as soon as they sign up.
You can access reports to see when they complete their online training. You can hire one or hunderds. Everything is automated, no extra work for you.
We pay you for all returns done under your affiliate. You decide the percentage pay of your hirees, and you pay them directly.
Automatic Approval to Offer Advance With Every Package
Free Download Business In A Box Software
Attract & retain more clients with Cash Advances that begin January 2nd until February 28th.
Apply with a click of a button (within the software) AND know approval status almost immediately.
Add-on Fees
(Embedded In Software & Rebated to You May 31st)
Automatic Approval to Offer Advance With Every Package
You can add up to $40 to the Audit Defense product and up to $30 to a Doc Fee (which is set at $0 by default). This is rebated to you in May.
Become an IRS-Authorized E-File Professional and get your turn-key tax business in a box. No Up-Front Cost & No Experience Required.
You get our tax software suite without paying anything upfront. You don’t have to pay for tax software licensure, tax training, bank integration, etc.
This game-changing way to buy tax software and tax training gives you everything you need to stay competitive and meet client needs.
Your Fully Integrated Suite of Services is 100% Automated, Online and Self-Paced.
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Being a Tax preparer with AffordaTax has changed my life!
Free Tax Software Trainings
Premium Options Available
Branded Tax Software | Business Startup Services | EFIN Application Assistance | Access to Prior Year Tax Returns | One-on-One Strategic Planning
With the Client Dispute Manager Software.
A Complete Business in a Box.
Over 1000 Credit Restoration Companies get Work done with the Client Dispute Manager Software
Business In A Box Software
Everything You Need To Run Your Credit Repair Business
Client Dispute Manager saves you time and money with our free training all in one place
Learn how to dispute fast with our free HD on-demand videos.
Get up and running fast with our free business training modules.
Learn how to get leads through our lead generation training.
Step 1: Your Start to Success...
• Exploring the software
Get started by reviewing the getting started videos in the software and booking a 30-minute walkthrough with one of our credit repair software specialists.
Business In Box Free Download
• Adding clients
Add yourself as a client, set your service price, software automations, and software on-demand check print before for your first launch.
• Business setup
Review the business training videos in the software to understand the basics of contracts, state, and federal laws before you take on your first client.
• Website
If you don’t have a website, we can help you get one or you can use your Facebook or LinkedIn page as your starting website until you can afford one
Business In A Box Templates
• Getting your first customer
The lead generation training videos in the software can help you get your first customer.
Step 2: Managing Your Business...
• Brand your portals
Set your color and logo for your affiliate and client tracking portal as your partner and customers will have 24/7 access to all updates through their portals.
• Setting up your merchant account
We have partnered with three companies that will assist you with getting approved to take credit directly through the software.
• Your credit monitoring affiliate link
Every customer needs a credit monitor report to get started and now you can get paid every time your customer signs up through your affiliate link.
• Start your nurturing system
The automated email nurturing system in the software is designed to stop customers from canceling. Make sure it is turned on.
• Lead capture pages
Make sure the easy to design lead forms in the software are integrated into your website to automatically capture new leads.
Free Business In A Box Software For Windows
We Are Here to Help You Grow
You Are never alone with the Client Dispute Manager Family
Step 3: Scale Your Business...
• Automation Integration
Step up your lead generation by using our Zapier integration to capture more leads.
• Automate Custom Signup
Use the software’s client auto signup lead generation form to capture unlimited leads while you sleep.
Software For Small Business Management
• Multiple pipelines
Utilizing the training from the lead generation academy, you can build multiple pipelines of leads.
• Business growth dashboard
Monitor your business income and growth with our simple and easy to use dashboard.
Business In A Box Software Reviews
• Expand your reach
Grow your business by securing affiliates and monitoring their commission and leads in the affiliate portal.
Live Chat
Daily Training
START USING THE CLIENT DISPUTE MANAGER SOFTWARE TODAY !
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Client Dispute Manager