Build Your FinTech-Powered Tax & Funding Business

UnityTech Global is your all-in-one FinTech ecosystem for tax software, CRM, automation, credit-building tools, and business funding access — so you can launch, grow, and scale like a real financial technology company.

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What UnityTech Global Offers

A complete FinTech suite for tax professionals, EROs, funding partners, and service bureau owners.

Tax Software & Service Bureau

Cloud-based tax software with unlimited users
PTIN / EFIN assistance & IRS “official” setup
Paperless office workflows and client portal
Bank products & refund advance programs

UTG CRM & Automation

Client & lead management in one portal
Phone • SMS • Email follow-up tools
Pipelines & workflows for your office
Referral & team-building systems (Elite)

Business, Credit & Funding

Business formation & basic compliance tools
Access to credit-building & funding resources
Templates for docs lenders request (P&L, intake, etc.)
Guidance on using your tax business to leverage funding

UnityTech Packages

Choose the plan that matches your goals for software, automation, and funding readiness.

Starter Suite

Cloud tax software (single office)
PTIN help & basic training
Starter CRM portal for client tracking
Simple intake forms & document upload
Basic funding readiness checklist

Pro Launch System

Everything in Starter Suite
EFIN guidance & business structure support
Enhanced CRM with intake pipeline
Branded business emails (multi-user)
Access to select credit & funding partners

Elite Service Bureau Suite

Everything in Starter & Pro
Full CRM automations & power dialer
Recruiting & referral agent systems
Coaching & strategy sessions included
Priority access to funding resources & docs support

UTG Academy – Training & Education

Train your team on tax preparation, business setup, credit/funding preparation, and how to use the UnityTech ecosystem to operate like a 6–7 figure firm.

Tax & Business Basics

Tax preparer & ERO training
PTIN / EFIN walk-throughs
How to set up your tax office correctly

Systems & Automation

Using UnityTax software
Working inside the UTG CRM portal
Basic automations for follow-up & retention

Marketing, Credit & Funding

Client acquisition & referral systems
Positioning your business for lenders
Using tax season revenue to build assets

Business Tools & Resources

Alongside the UnityTech ecosystem, we also recommend additional tools that help entrepreneurs, agencies, and service providers grow faster.

Go High Level – All-In-One CRM for Any Business

If you run a business outside of tax preparation — or you want a stand-alone CRM for your brand, agency, coaching program, or service company — Go High Level is one of the best all-in-one platforms available.

Use the link below to get a 14-day free trial. If you stay on a paid plan, UnityTech Global may receive a commission at no extra cost to you.

Get Go High Level (14-Day Free Trial)

Bonus: After you sign up with our link, contact UnityTech Global for info on starter funnels and basic CRM templates.

Ready to Talk About Your Tax, Credit & Funding Setup?

Whether you're just getting started or ready to build an Elite service bureau, UnityTech Global can help you put the right software, systems, and funding preparation in place.

📧 Email: [email protected]
📞 Phone: 713-337-4202
📍 Based in Albuquerque, NM – serving clients nationwide.