TaxSmart Pro Partner Portal
This is your private resource hub for support, training, rebate details, and tools to help your office operate smoothly all season long. Bookmark this page, everything you need is here.
Software Tech Support Contacts
OLT Pro Software Support (Software Only)
📞 877-658-4776
TaxSlayer Pro Software Support (Software Only)
📞 516-586-0586
Hours: Monday–Friday, 9AM–6PM EST
Submit a Support Ticket
Need direct assistance or strategy support?
Book a one-on-one call with our TaxSmart Pro team for personalized help.
We can assist with:
Software setup and configuration
ERO/bank setup review
Team onboarding
Fee setup and pricing
Business growth and client management
Bank Product Rebates
Our rebate program rewards active partners who process bank products through TaxSmart Pro.
Rebate Overview (example structure):
Rebate Overview (example structure):
Volume bonus:
25–49 products: $10 bonus
50–99 products: $20 bonus
100+ products: $30 bonus
Payout: End of Season
Eligibility: Must be an active ERO in good standing and compliant with bank guidelines.
Weekly Training & On-Demand Access
Weekly Live Trainings
Wednesdays — Tax Preparation Training
8:00 PM EST
Learn tax law updates, due diligence procedures and advanced filing tips.
Thursdays — ERO Coaching & Business Growth
8:00 PM EST
Join live coaching with Shanta and the TaxSmart Pro team. We cover ERO management, pricing strategies, marketing, and how to grow your office efficiently.
Contacts Us
📩 Email Support: [email protected]
📞 Partner Support Line: 321-321-7141
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