Choose from our comprehensive cloud-based tax software packages designed for tax professionals of all sizes - from individual preparers to large practices.
Choose from our comprehensive cloud-based tax software packages designed for tax professionals of all sizes - from individual preparers to large practices.
Our professional cloud-based tax software provides tax preparers with the robust functionality, reliability, and advanced features needed to handle complex tax situations efficiently and accurately. Designed specifically for tax professionals.
With integrated e-filing, comprehensive forms library, and integrated bank products, our cloud-based software provides everything you need to run a successful tax preparation practice.
Package | Price | Users | E-Filing Fee | Best For |
---|---|---|---|---|
Affiliate | $299 | 2 included | No fee (we handle) | New preparers |
As-U-Go | $199 | 1 included | $20 per return | Work-from-home |
Bronze | $299 | 2 included | $20 per return | Small practices |
Silver | $399 | 4 included | $10 per return | Growing practices |
Gold | $599 | 6 included | No fee | High-volume practices |
Schedule a free consultation to discuss your practice needs and get personalized package recommendations.
No EFIN required (we handle all e-filing)
PTIN Required
Complete 1040 Program for All 50 States (Online version)
Mobile App for on-the-go access
Chat Support throughout tax season
Bank Products for additional revenue
All returns professionally reviewed before transmittal
Up to 2 users included ($50 for each additional user)
Requirements: Program Agreement, W9, and Direct Deposit setup
Best For: Tax preparers who want to focus on client service while we handle the technical aspects of e-filing and compliance.
EFIN Required / PTIN Required
Complete 1040 Program for All 50 States (Online version)
Bank Products and Chat Support
$20 per return e-filing fee
Up to 1 user included ($50 for each additional user)
Optional Compliance Review available at $10 per return
Best For: Individual preparers who want affordable entry into professional tax software with pay-per-use e-filing.
EFIN Required / PTIN Required
Complete 1040 Program for All 50 States (Online version)
$20 per return e-filing fee
Mobile App for flexibility
Chat Support throughout tax season
Bank Products for additional revenue opportunities
Up to 2 users included ($50 for each additional user)
Best For: Small practices that need professional features with predictable per-return costs.
EFIN Required / PTIN Required
Complete 1040 Program for All 50 States (Online version)
Reduced $10 per return e-filing fee
Mobile App for team flexibility
Chat Support throughout tax season
Bank Products for additional revenue
Up to 4 users included ($50 for each additional user)
Best For: Established practices with higher volume that benefit from reduced per-return costs.
EFIN Required / PTIN Required
Complete 1040 Program for All 50 States (Online version)
No e-filing fees (unlimited e-filing included)
Mobile App for maximum team flexibility
Chat Support throughout tax season
Bank Products for additional revenue
Training for up to 2 people included
Up to 6 users included ($50 for each additional user)
Best For: High-volume practices and those who want to include training for their team.
Professional review services to ensure your returns meet all compliance requirements and industry standards.
Complete setup as a tax service bureau, including all necessary registrations, agreements, and support to become an authorized tax software reseller.
Choosing the right software package is an important decision for your practice. Our team is here to help you select the package that best fits your current needs while providing room for growth.
Schedule a free consultation to discuss your practice needs and get personalized package recommendations.
Try our software with a free demo to experience the features and functionality before making your decision.
Our implementation team handles all setup requirements, from EFIN applications to user training, ensuring you're ready for tax season.
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