OmniRise 360 Tax Office Launch Box
Your Software. Your Office. Your Next Level.
More than tax software. Get professional tax preparation software, essential business resources, customizable compliance-support templates, and software onboarding assistance all in one package designed for experienced tax professionals.
OmniRise 360
Ready to Run Your Tax Office With More Confidence?
Whether you're an experienced tax preparer preparing to open your own office or an established tax business owner looking for better systems, the OmniRise 360 Tax Office Launch Box provides professional software and practical resources to help you get organized and prepare for tax season.
For experienced tax preparers and established tax office owners
ONE PACKAGE. FOUR ESSENTIAL SYSTEMS.
OmniRise 360 Tax Office Launch Box
OmniRise 360 Tax Office Launch Box
Professional Software • Business Resources • Software Support
$499
Tax Software (1040, Sch C, etc.)
Standard Operating Procedures (SOP)
Customizable Business Plan Template
Bank Products Integration
Access to available tax-industry loan options, subject to third-party approval
Client Intake Forms
IRS due-diligence checklist
Tax Organizer Template (for clients to submit info in an organized way)
Monthly Q&A email access, limited to one email per month
The $499 package price covers the OmniRise 360 Tax Office Launch Box and its listed services. A separate $99 service bureau fee applies to each funded return processed through the software.
Four Essential Systems. One Launch Box.
SYSTEM 1: The Elite OmniRise 360 Software System
Professional tax software supporting Form 1040, Schedule C, and other supported forms
Software setup assistance
Software navigation training
Bank product integration, subject to third-party approval
Access to available tax-industry loan options, subject to third-party approval
SYSTEM 2: The Ultimate Tax Office Operations Blueprint
Customizable business plan template
Standard Operating Procedures (SOPs)
Client intake form templates
Tax organizer template
Office workflow resources
SYSTEM 3: The Compliance-Ready Tax Office Resource Vault
Customizable WISP template
IRS due-diligence checklist
Tax preparation checklist
Tax review checklist
Preparer agreement template
Additional templates are being finalized and will be delivered when available. These customizable educational resources do not guarantee IRS or regulatory compliance.
SYSTEM 4: The Tax Pro Success Support System
Initial software setup and onboarding assistance
Software navigation training
Monthly Q&A email access, limited to one email per month
Everything You Need to Prepare, Manage & Grow
Professional tools and support designed to help you manage your tax business from client intake through e-file.
Professional Tax Preparation
Prepare individual and business tax returns with a streamlined professional workflow.
E-File Management
Track return status, submissions, acknowledgments, and rejected returns in one place
Client Management
Keep important client information and tax activity organized throughout the season.
Preparer & Office Management
Manage multiple preparers or growing tax operations more efficiently.
Bank Product Options
Access to available bank product options, subject to third-party approval.
Setup & Support
Get guidance with getting started so you’re not left figuring everything out alone.
Why Choose OmniRise 360?
Built on Real Tax Office Experience.
Behind OmniRise 360 is over a decade of hands-on tax industry experience, including operating a brick-and-mortar tax office, managing tax preparers, implementing office procedures, and preparing for tax season.
We understand that running a tax business requires more than knowing how to prepare returns.
That’s why the OmniRise 360 Tax Office Launch Box combines professional tax software with business operations resources, customizable templates, and essential software support.
Guided Setup
Initial software setup and onboarding assistance to help you get started.
Training & Support
Software navigation training and monthly Q&A email access, limited to one email per month.
Practical Office Resources
Business planning templates, SOPs, intake templates, and workflow resources to help organize your office.
Customizable Compliance Resources
Educational templates and checklists to support your processes—not a guarantee of IRS or regulatory compliance.
WHAT CLIENTS SAY ABOUT SMJ TAX SERVICES
Built on Trust, Knowledge & Professionalism
"I keep going back for a reason"
“This makes year number three for me, and I keep going back for a reason... just trust me!”
SMJ Tax Firm and Associates will always be my first choice. I didn’t have to worry about being defrauded or having forms done wrong because they’re knowledgeable and strictly by the book.
— Damion M.
"you’ll never be in fear — only in control."
“One of the most pleasant and professional tax services I’ve experienced.”
SMJ helps you remove assumptions and face taxes head-on by keeping you informed year-round. When you understand the rules and follow them, you’ll never be in fear — only in control.
— Millie S.
"thorough, professional, and consistent!"
“Excellent service.”
SMJ is thorough, professional, and consistent!
— Demario L.
STILL NOT SURE?
Frequently Asked Questions
What is the OmniRise 360 Tax Office Launch Box?
Our signature $499 package combines professional tax preparation software, business operations resources, customizable compliance-support templates, and software onboarding assistance. It is designed for experienced tax preparers and established tax office owners. Resources still being finalized will be delivered when available.
Is there an additional fee for funded returns?
Yes. The $499 price covers the OmniRise 360 Tax Office Launch Box and its listed services. A separate $99 service bureau fee applies to each funded return processed through the software.
Do I need an EFIN before purchasing?
You can purchase before your EFIN is approved. The Launch Box includes software setup and onboarding assistance; EFIN application assistance is not included in the listed package. You are responsible for obtaining and maintaining the credentials required for your tax business.
Does purchasing OmniRise 360 guarantee approval for bank products or tax-industry loans?
No. Access to available bank products and tax-industry loan options may be provided, but approval is determined by the applicable third-party provider and is not guaranteed by SMJ Tax Firm & Associates LLC.
Who is the Launch Box designed for?
The OmniRise 360 Tax Office Launch Box is designed for experienced tax preparers ready to open their own offices and established tax office owners looking for professional software, practical business resources, and software support.
Ready to Get Started With OmniRise 360?
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