Flexible Solutions for Every
Stage of Your Tax Business
Whether you are just getting started or growing an established business, we offer affordable solutions designed to fit your needs and budget.
Pricing & Special Offers
Smart Savings for Tax Professionals
Take advantage of limited-time offers and flexible payment options designed to help you launch faster and keep more of what you earn.
You may qualify for FREE Tax Software with NO Annual Renewal Fees! If you or your team processed 100 or more bank funded tax returns during the previous tax season, you qualify for our FREE Tax Software program.
Compare Packages
Each package is designed to give you everything you need to run, grow, and scale your tax business.
Unlimited federal & state returns
Cloud-based individual & business
Desktop corporate returns
TaxesToGo® mobile app
White-label branding available
Unlimited cloud-based returns
All 50 states included
TaxesToGo® client portal
Free e-filing & support
White-label branding available
TaxSlayer Pro or OLT Pro
No annual renewal fees
Free e-filing included
Year-round support
Must meet eligibility criteria
Sell branded tax software
Keep 100% of eligible add-ons
Earn revenue from prep fees
Volume incentives on bank products
Year-round income potential
All-in-one CRM
AI automation & social tools
Website & funnel builder
Lead capture & follow-ups
Custom packages available
Sell branded tax software
Keep 100% of eligible add-ons
Earn revenue from prep fees
Volume incentives on bank products
Year-round income potential
Tax Business Startup Package
Everything you need to get your tax business up and running, from credentials and formation to branding, marketing, and technology.
Everything in Professional, plus:
Professional website
Landing page
CRM & marketing setup
AI automation setup
Social media setup
Business coaching session
Startup consultation
PTIN guidance
EFIN guidance
Business roadmap
Everything in Starter, plus:
Business formation assistance
EIN guidance
Business email setup
Initial branding consultation
CRM onboarding
Flexible Payment Options
Flexible payment plans make it easier than ever to get the tools you need without the large upfront investment. Start serving clients now and pay over time.
Questions?
Not sure which package is right for you? Speak with one of our specialists today.
Success & Empowerment.
Everything you need to launch, grow, and scale your tax business
— software, CRM, AI tools, virtual assistants, and
Service Bureau opportunities
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