Find the Right Package for Your Business
Explore our software packages designed to support tax professionals at every stage, from getting started to building and scaling a larger operation.
TIER 1: Beginner Software Package
Now $149 — Regularly $599
A starter package for tax professionals beginning their own business, with professional software, training, marketing support, mentorship, and return review assistance.
TIER 2: Intermediate Software Package
Now $249 — Regularly $999
Designed for tax professionals ready to operate independently with their own EFIN, including professional software, business support, training, and year-round guidance.
TIER 3: Reseller Partner Package
Now $999 — Regularly $1,599
A growth-focused package for tax professionals looking to build and support a larger team, with advanced software, training, operational tools, and ongoing business support.
TIER 4: Service Bureau Partner Package
Now $1,999 — Regularly $3,499
Built for tax professionals ready to establish a service bureau, grow a large partner network, and access enhanced branding, recruiting, automation, training, and team support.
Professional Tax Software
Access the tools needed to prepare and manage tax returns with confidence.
Training & Support
Get software training, technical support, mentorship, and ongoing guidance.
Business Growth Resources
Benefit from marketing support, client forms, business coaching, and operational tools.
Flexible Growth Paths
Choose from packages for beginners, independent professionals, resellers, and service bureaus.
