Tax Software

Partnership Packages

Basic Package (Regular Price $199.00)

Start Your Own Tax Preparation Business with No EFIN! This package is designed for the beginner who does not have any experience with tax preparation and desires each and every tax return to be reviewed, in its entirety, before the tax return is electronically filed through our E-filing Service. We will provide you an EFIN to help jump start your tax business. Revenue share is a 70/30 split in favor of the partner. Start your tax business today and keep the majority of your money. Run your tax business like a major tax business.

We provide:

  • Software training
  • Marketing strategy
  • Customer support
  • Bank products
  • Audit protection services
  • Professional tax software
  • PTIN Protection Plan

Advanced Package (Regular Price $325.00)

Starting a tax preparation business has never been easier. Start your tax business with NO EFIN required! This by far our most popular package. The Advanced Package is designed for the tax prep business entrepreneur who, generally, has some experience or exposure with the tax preparation business or is otherwise confident about their ability to prepare tax returns without the necessity of each and every return being reviewed. Revenue share is an 80/20 split, in favor of the partner. Run your tax business like a major tax business.

We provide:

  • Software training
  • Marketing strategy
  • Customer support
  • Bank products
  • Audit protection services
  • Professional tax software
  • PTIN Protection Plan

100% CLOUD BASED SOFTWARE!

Basic Package
$199

Advanced Package
$325

Revenue Split

70/30

80/20

PTIN Required

Yes

Yes

EFIN Required

No

No

Prior Year Access

3 Years

3 Years

Additional Users

2 Additional Users

3 Additional Users

Audit Protection ($25 extra per return)
Automatic Updated Software
Customized Business Name
Document Manager
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Basic Package
$199

Advanced Package
$325

Electronic Signature

Knowledge Base

Paperless Office

Preparation fees up to $750.00

Refund Bank Products

Audit Protection ($25 extra per return)
Unlimited Federal Tax Returns
Unlimited Free Efile
Unlimited Software Training
Unlimited State Returns
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