All-in-one practice system

Prepare the
return. Run
the business.

Tax Ninja 360 gives you the owner training and systems to set up your practice, while Dock supports the business operations around the tax work.

Owner-only
training & guidance
Set up a clear
client workflow
Manage intake,
follow-ups & files
Five tax professionals collaborating in a modern office

Owner training and proven frameworks help the purchaser set up a tax practice with clarity, repeatable systems, and confidence.

Dock Pro supports the business around the tax work—workflows, clients, communications, tasks, and documents in one place.

The tax software prepares the returns. Dock Pro runs the business around them.

Everything you need

Everything you need. All in one.

Owner Training

Training and guidance for the purchaser so the system can be set up and used with confidence.

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Practice Systems

Ready-to-use templates, checklists, and resources that support a professional tax practice.

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Client Experience

Streamlined workflows and communication for a more organized client experience.

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Practice Software

Professional tax software prepares returns while Dock supports practice operations around them.

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How it works

Training. System.
Software. Together.

Get owner-only training to set up your system, then use the tools and Dock to manage client and everyday operations—so your practice stays organized and efficient.

  • Owner-only training and guidance
  • Set up a clear client workflow
  • Use Dock to manage intake, follow-up, and organization
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Tax-business owner reviewing training at a laptop

1. Train the Owner

Learn the system and set up your practice with confidence.

Three tax professionals planning a practice workflow

2. Set Up the Practice

Build your workflows, templates, and client process.

Dock Business operations around your tax work

3. Manage in Dock

Use Dock Pro to manage intake, follow-up, tasks, and files in one place.

Limited-time offer

Owner Program Access

Get purchaser training beginning in October, practice systems and resources, and the software foundation for operating with confidence.

  • Owner-only training and guidance
  • Lifetime access to systems and templates
  • Individual and business tax returns
  • Unlimited returns and preparers under the purchaser's EFIN
  • No additional per-preparer software fee or service bureau fee
One-time payment

Owner Program Access

$1,497

Price increases to $1,999 on October 1, 2026.

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Instant program accessOne-time payment
Tax Ninja 360

Built for tax professionals

Built around real practice needs.

01

Practice Setup

Owner-focused training and practical resources help create a clearer foundation for the practice.

02

Client Operations

Workflows support intake, communications, tasks, documents, and follow-up across the client journey.

03

Business Organization

Tax software prepares the returns while Dock Pro organizes the business activity around the work.

FAQ

Common questions

Ready to build a more organized
and efficient tax practice?

Get owner training and the tools to run your practice with confidence.