Professional Services Platform –Tax Pro (PSP-Tax Pro) is the premier secure-cloud platform provider of cutting-edge tax preparation / tax outsourcing services, tax marketing services, and financial planning tools, designed specifically for financial services industry companies who need to match their nationwide networks of financial advisors together with a broad spectrum of tax professionals & tax related services.

Built upon a secure, state-of-the-art IT foundation, the PSP-TaxProplatform empowers registered investment advisors (RIAs) and broker-dealers (BD’s), to accelerate the business production growth of their nationwide network of financial advisors, while effortlessly maintaining bulletproof cyber security and regulatory compliance.

From comprehensive tax season marketing strategies and intensive sales training to an unmatched compliance framework that exceeds IRS, NAIC, FINRA, and all other industry standards, we provide the robust resources financial professionals need to thrive in an evolving Artificial Intelligence and regulatory landscape.