Software Solutions
Reliable financial management that keeps your business organized, compliant, and stress-free
Tax Software Packages
For solo preparers with their own EFIN.
- Unlimited federal 1040 returns
- Use your own EFIN – full control & compliance
- Secure, cloud-based access from any device
- One user license included
- Upgrade anytime as your business grows
- Retain 100% of tax prep fees
- Branded client mobile app (iOS & Android)
Starter Pro – EFIN Edition (Solo) – $99
Premier Support Package (EFIN Holders) – $799
-
Best for small offices that need software + compliance support.
- Branded tax software license (office)
- Unlimited 1040 returns
- IRS e-file compliance support
- Ability to add PTIN users under your office license
- Retain 100% of tax prep fees
- Branded client mobile app (iOS & Android)
Executive Software Package (Full Support) – $999
-
Everything in Premier, plus:
- Onboarding assistance
- IRS compliance training
- Software navigation training
- Operational support to prepare for tax season
- Branded tax software license (office)
-Unlimited 1040 returns
-Ability to add PTIN users
- Keep 100% of fees
- Branded client mobile app (iOS & Android)
