The premier all-in-one solutions for small AND large established tax offices with 50+ clients.
THE BRONZE PACKAGE
3 Year Prior Access
Ask us about additional past years if needed
Min. 50 Bank Products
1 Year Contract
Low Fee Options
Up to $9,500 Refund Advances
Electronic Signature/Signature Pad
Low Fee Options
Package includes unlimited returns in all 50 states and D.C, add an unlimited amount of additional users, and 3 prior year return access
THE SILVER PACKAGE
3 Year Prior Access
Ask us about additional past years if needed
Min. 15 Bank Products
1 Year Contract
Low Fee Options
Up to $9,500 Refund Advances
Electronic Signature/Signature Pad
Low Fee Options
Package includes unlimited returns in all 50 states and D.C, add an unlimited amount of additional users, and 3 prior year return access
THE PLATINUM PACKAGE
Customizable Package!
Min. 50 Bank Products
1 Year Contract
Low Fee Options
For established preparers with clientele
Up to $9,500 Refund Advances
Electronic Signature/Signature Pad
Low Fee Options
Package includes unlimited returns in all 50 states and D.C, add an unlimited amount of additional users, and 3 prior year return access. Ask us about additional past years if needed.
3 Year Prior Access
No Min. Bank Products
1 Year Contract
Low Fee Options
Up To $10,000 Bank Product Rebates
Electronic Signature/Signature Pad
Low Fee Options
Package includes unlimited returns in all 50 states and D.C, add an unlimited amount of additional users, and 3 prior year return access
WHY US?
Reduce your liability and focus on generating clients.
REFUND CALCULATOR
CLIENT STATUS
SIGNATURE PAD
DOCUMENT MANAGER
Tax Training
Subject Experts
Self-Paced
Virtual Learning
No prerequisites required
Schedule C/self-employed tax returns basics
Learn to prep basic tax returns for most Form 1040 individual, non-business taxpayers
Learn the language of tax and its laws
In addition to the package above, You will become a part of The Network. This means your office will also gain access to training modules, tax tools, and expert consultation for your team to make sure that they are ready to tax season!