Dedicated Teams

We leverage an entrepreneurial spirit and deep technical and tax expertise to create long-term, collaborative and trusting relationships with our clients.

True Partners

We believe our biggest asset is our customers and strive to provide them with education, training and opportunities while also providing balance and fun.


Rapid technology changes have led to greater pressures to bring products to market faster to meet customer demands. Those demands we have it covered for you, always one step ahead of the technology.

For You

Our management team has a long history in the tax industry, we understand the demands that you are fetching for as an independent professional. Our program keeps it advanced and simple, offering features, revenue opportunities that will keep your business competitive. We always stand behind you on every implementations.

We are looking to keep as smooth and successfull business as possible not only on the Tax Season but all year round. Capturing leads and information on the industry to help you grow and keep the advantage on your side.

Keep one step ahead of your competition

All the neccesary tools for your success

Work With The Best Tax System and Major Banks in the Industry!

To all of our Tax Professionals

At JADEE, we will offer everything within our power to furfill your needs. Smooth transactions, actual reporting details, strong programs to keep you competitive in the industry and much more.

Refund Transfers

Offer refund transfer to your customers and allow them to pay their fees with their refund. Increase your revenue.
  • Low Fees
  • Get paid from their refund.
  • Earn points.
  • Available for green race.

Refund Advance

You know your clients need money fast. Put fast money in your clients hands within 24 hours. Quick, easy and low cost.
  • 90% Approval rate.
  • Available as quick as 15 minutes.
  • Earn points.
  • Attract customers.

Tax Preparation Software

Offer refund transfer to your customers and allow them to pay their fees with their refund. Increase your revenue.
  • Prepare and file tax returns quickly and accurately.
  • Stay up-to-date on tax laws and regulations.
  • Access your taxpayers information 24/7.
  • Receive the tax data even before taxpayer arrive.

ERO Tools

ERO tools can help to reduce errors and increase the accuracy of tax returns. This is because they often include built-in checks and validation processes that help to ensure that the information included in the tax return is correct.
  • Tax returns to be prepared and transmitted electronically.
  • Can be accessed from any computer with an internet connection, making it easy for taxpayers to file their returns from anywhere.
  • Attract and retain all your taxpayers with facilitating services at no-cost.
  • Attract customers.


Super friendly and easy!

Tax Office Loans

You have access to acquire a loan for cash-flow on your premises to utilize it agaist any of your need to help grow your business and shine at the very top list of all your competition.

Increased convenience

By offering electronic filing options, you can make it easier for your clients to file their taxes, increasing their convenience and improving their experience with your business.

Greater flexibility

Technology can allow you to work remotely and offer services to clients from anywhere, providing greater flexibility for your business.


By using technology to automate tasks and streamline processes, you can reduce your overhead costs and increase your profitability.

Service Bureau Capabilities

By accesing our CRM virtually anywhere you can access the data of your office and your sub-offices and stay up-to-date with all the transmissions and share it to your sub-offies or directly to the taxpayer without the hassle of having to be in front of a computer.

Competitive advantage

By staying up-to-date with the latest technology and offering a range of services, you can differentiate your business from the competition and attract more clients.

the Need to Know / Legal Stuff
  • 1The Refund Transfer is an optional tax refund-related product offered by Our Banking Partners, Members® FDIC. The Refund Transfer is not a loan. E-filing of tax return is required to be eligible for the product. Subject to approval. Fees apply. Please refer to our banking partner selected at enrollment for their terms and conditions.
  • 2The Refund Advance is an optional tax-refund related loan provided by Our Banking Partners, Members® FDIC (it is not the actual tax refund) at participating locations. Program availability and loan amounts may vary based on state the provider is located. The amount of the loan and applicable interest will be deducted from tax refunds and reduce the amount that is paid directly to the taxpayer. Fees for other optional products features may apply. Tax returns may be filed electronically without applying for this loan. Loans offered in amounts up to $6,000.00 (where available), and up to 75% of your expected tax refund from $250 – $6,000. Loans in the amounts of $250, $500, and $1,000 have an Annual Percentage Rate (APR) of 0.00%. Loans in the amounts of 25%, 50% or 75% of your expected tax refund have an APR of 36.0% with a minimum loan of $1,250. For example, $2,500 loan representing 50% of expected refund borrowed over 29-day term, total amount payable in a single payment is $2,571.51 including interest. Availability is subject to satisfaction of identity verification, eligibility criteria, and underwriting standards.
  • 3Certain Refund Advance Loans are available at no cost to tax preparers and taxpayers and Pre-Acknowledgement Loans (approved prior to IRS Acknowledgement) have a $75 Marketing Fee.
  • 4Office loan availability dependent on ERO application approval and eligibility criteria. Please refer to our banking partner selected at enrollment for their terms and conditions.

Reliable Tools Takes Many Forms



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