Our Story

We dropped the suits, ties, non-sense and got down to business. We are a group of tax software professionals with a combined 35 years of tax industry experience.

We felt like there was a huge gap in the industry when it comes to pricing of software, bank products, and the quality of service for the average size tax business. For the businesses that do over 10k bank products, all is good. However, for everybody else, this industry is tough to get a fair deal in. Not anymore…RightWay has put together a buying group that has given us the power of 100K bank products to negotiate with.

Now everybody gets a “Great Deal”.

We know you, your Tax Business and your customer. We also know the unique challenges you face whether you’re a single office tax business, multi-site tax business, or a Service Bureau. We have the tools to make your life easier while helping you make more money.

We are NOT a “Service Bureau”… We are a true “Buying Group.”

To sum it up… “We do Business the RightWay."


The RightWay Approach

You’re probably asking yourself… So, what’s in it for me? Keep reading!

  • The RightWay Team has negotiated pricing for its members that reflects 100,000+ combined bank products. In doing so, the software cost per tax office and the cost per bank product for our members is much lower than market rates…we pass that savings on to you, which enables you to increase your bottom line.

  • Being a part of the RightWay Community allows you flexibility in the way you setup your fees. For example, you are provided additional fee buckets previously unavailable to the average tax business. You will have increased Add-On limits and increased Tax Preparation fee limits ($999). In addition to that, you will have a service bureau fee bucket for YOU to use. You can put up to $99 in this bucket and this fee is deposited to your account as the returns fund.

  • Our Customer Service approach delivers the VIP experience in the areas where it counts: software support, customized software training, marketing assistance, preferred treatment with the bank and last but not least; the best all inclusive tax software solution in the industry.

  • The RightWay approach is more than simply offering tax software, but rather a Tax Business Solution. Our team has had the good fortune of observing how business is done across the country and we want to share what we have learned.

The RightWay Team

The RightWay Team is comprised of tax software professionals that have developed unique skill sets through a combined 35 years of Tax Industry experience.

The RightWay Team has worked with thousands of Tax Businesses across the nation on business development, localized and nationwide marketing campaigns, customized software and sales training for single office, multi-office and nationwide franchise tax businesses.

We have found that when tax professionals are connected and given the forum to exchange ideas about best practices, additional products, and marketing tactics…Great things begin to happen for ALL involved.


Learn more about the advantages of being a

RightWay Member!



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