Choose a Plan that Works for You
Check out the software types below and discover which may be best for you. If you would like to request a demo, click here
Starter
50/50 Split- 35/65 for the first 10 returns
- PTIN REQUIRED
- 3 ADDITIONAL USERS
- One Year IT Support for 1 Laptop/PC
- UNLIMITED FEDERAL RETURNS 1040, 1040NR, SCH C, 1099
- UNLIMITED FREE E-FILE
- UNLIMITED STATE RETURNS ALL 50 STATES(INCLUDING DC)
- $9,500 LOAN ADVANCES
- PREP FEES UP TO $1599
- CUSTOMER BUSINESS NAME
- UNLIMITED SOFTWARE TRAINING
- AUTO UPDATED SOFTWARE
- DIRECT MODE
- GUIDE ME MODE
- REFUND BANK PRODUCTS
- PAPERLESS OFFICE
- DOCUMENT MANAGER
- ELECTRONIC SIGNATURE
- QUICK TAX CALCULATOR
- AUDIT PROTECTION ($44.95 EXTRA PER RETURN)
- 1 FREE SUBSCRIPTION TO OUR 12 WEEK BASIC TAX TRAINING COURSE
Professional
70/30 Split- 35/65 for the first 7 returns to pay out
- 3 YEARS PRIOR ACCESS
- PTIN REQUIRED
- 5 ADDITIONAL USERS
- One Year IT Support for 1 Laptop/PC
- UNLIMITED FEDERAL RETURNS 1040, 1040NR, SCH C, 1099
- UNLIMITED FREE E-FILE
- UNLIMITED STATE RETURNS ALL 50 STATES(INCLUDING DC)
- $9,500 LOAN ADVANCES
- PREP FEES UP TO $1599
- CUSTOMER BUSINESS NAME
- UNLIMITED SOFTWARE TRAINING
- AUTO UPDATED SOFTWARE
- DIRECT MODE
- GUIDE ME MODE
- REFUND BANK PRODUCTS
- PAPERLESS OFFICE
- DOCUMENT MANAGER
- ELECTRONIC SIGNATURE
- QUICK TAX CALCULATOR
- AUDIT PROTECTION ($44.95 EXTRA PER RETURN)
- 1 FREE SUBSCRIPTION TO OUR 12 WEEK BASIC TAX TRAINING COURSE
Expert
80/20 Split- 35/65 for the first 5 returns to pay out.
- 3 YEARS PRIOR ACCESS
- PTIN REQUIRED
- 10 ADDITONAL USERS
- One Year IT Support for 1 Laptop/PC
- UNLIMITED FEDERAL RETURNS 1040, 1040NR, SCH C, 1099
- UNLIMITED FREE E-FILE
- UNLIMITED STATE RETURNS ALL 50 STATES(INCLUDING DC)
- $9,500 LOAN ADVANCES
- PREP FEES UP TO $1599
- CUSTOMER BUSINESS NAME
- UNLIMITED SOFTWARE TRAINING
- AUTO UPDATED SOFTWARE
- DIRECT MODE
- GUIDE ME MODE
- REFUND BANK PRODUCTS
- PAPERLESS OFFICE
- DOCUMENT MANAGER
- ELECTRONIC SIGNATURE
- QUICK TAX CALCULATOR
- AUDIT PROTECTION ($44.95 EXTRA PER RETURN)
- 1 FREE SUBSCRIPTION TO OUR 12 WEEK BASIC TAX TRAINING COURSE
Premium
90/10 Split- 3 YEARS PRIOR ACCESS
- PTIN REQUIRED
- UNLIMITED USERS
- One Year IT Support for 1 Laptop/PC
- UNLIMITED FEDERAL RETURNS 1040, 1040NR, SCH C, 1099
- UNLIMITED FREE E-FILE
- UNLIMITED STATE RETURNS ALL 50 STATES(INCLUDING DC)
- $9,500 LOAN ADVANCES
- PREP FEES UP TO $1599
- CUSTOMER BUSINESS NAME
- UNLIMITED SOFTWARE TRAINING
- AUTO UPDATED SOFTWARE
- DIRECT MODE
- GUIDE ME MODE
- REFUND BANK PRODUCTS
- PAPERLESS OFFICE
- DOCUMENT MANAGER
- ELECTRONIC SIGNATURE
- QUICK TAX CALCULATOR
- AUDIT PROTECTION ($44.95 EXTRA PER RETURN)
- 1 FREE SUBSCRIPTION TO OUR 12 WEEK BASIC TAX TRAINING COURSE
What you Get by Joining
Starter
Start Your Own Tax Preparation Business with No EFIN! This is our most affordable package! Designed for the tax preparer just getting into the tax preparation business or simply wants to save on start up cost. We will provide you an EFIN to help jump start your tax business.
Professional
For the beginner tax professionals. You will benefit and find security in having your tax returns be reviewed for quality assurance before the tax return is electronically filed through our E-filing Service. No EFIN? No Problem? We’ll provide you with one. Are you ready to get started?
Expert
You know the ropes, but we will help take your business the next level through software training, marketing strategy, customer support, bank products, audit protection services, and professional tax software. The package was tailored for you.
Premium
You’ve been here before and you know the ropes. We can help take your business the next level through software training, marketing strategy, customer support, bank products, audit protection services, and professional tax software. The package was tailored for you.
