The J&M Professional Tax team is committed to going the extra mile to get all your questions and concerns acknowledged.

We ensure that since you've invested, that we maximize your return on investment with the technical and product support you need to keep the competitive advantage.

Our goal is to ensure timely and expert delivery of support and tools you need so that your business has a successful tax season.

Partner Support

  • Bilingual Technicians
  • Technical Support
  • Screen share Technology
  • Resource center (24/7 access to training resources, industry news, and more)


  • Quick Start Guide
  • Software Tutorial (with practice returns)


  • Seasonal webinars
  • 1040 Walk-Through
  • In-Depth Program Features
  • Multi-Office Management
  • Tax Law & Industry Updates

Video Training Library

  • 1040 Walk-through
  • Setup & Configuration
  • Remote Signature
  • Paperless Office
  • Sch & Depreciation