Professional Tax Software
Choose Your Software Plan
Standard
$97
Recommended for experienced preparers that only require software (NO TAX PREP TRAINING)
EFIN REQUIRED
No Revenue Splits
Professional Software
Software Training
Bank Registration + Back-End Access
Done-For-You Office Operations Setup
Advance Tax Loans
Tech Support
Business Coaching
No contracts - cancel anytime
PLUS
$597
Recommended for beginners: new to the tax industry and growing tax offices looking to scale
EFIN Application Assistance
Professional Software
No Revenue Splits
Tax Prep Training (how to file taxes)
Tax Business Mastermind Training (how to run the business)
Software Training
Bank Registration + Back-End Access
Done-For-You Office Operations Setup
Advance Tax Loans
Tech Support
Business Coaching
No contracts - cancel anytime
CORPORATE
$797
Required to file Corporation taxes, S-Corp, Partnerships, Estates & Trusts, Non-profits, etc. (1120, 1120S, 1065, 1041, 990)
EFIN REQUIRED
No Revenue Splits
Professional Software
Software Training
Bank Registration + Back-End Access
Done-For-You Office Operations Setup
Advance Tax Loans
Tech Support
Business Coaching
No contracts - cancel anytime
Our Software & Banking Partners
EARN REVENUE WITHOUT PROCESSING RETURNS
Become A Software Reseller
Brand Your Own Business
Unlimited Software Licenses
Multi-Office Management Platform
Charge up to $99 Service Bureau Fee
Bank Incentives (volume required)
Competitive Rebates
Client Management System which allows you to:
Enroll Your ERO with Bank of Choice
Manage and Track eFile/Bank Transactions
Run and Print Detailed Reports
Need help deciding which plan is best for you?
Book A Discovery Call
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