Choosing the right plan is crucial for your business growth. We offer tailored plans that fit your current
needs and scale with your ambitions. Whether you're just starting, expanding your team, or leading a
large enterprise, we have a solution designed for you.
Perfect for individuals and small teams just getting started.
Ideal for growing teams and businesses needing more capabilities.
Designed for large teams and enterprises with advanced needs.
Choosing the right plan is crucial for your business growth. We offer tailored plans that fit your current needs and scale with your ambitions. Whether you're just starting out, expanding your team, or leading a large enterprise, we have a solution designed for you.
75/25 Revenue Split - Ideal for Beginners or Remote Preparers (NO EFIN & PTIN Required)
Branded professional tax software with training & tech support
Business essentials: custom name, IRS & bank registration, payroll setup
Tax education, law updates & client forms included
Ongoing coaching: one-on-one, weekly sessions & team building guidance
EFIN & PTIN Required - No Revenue Splits - Keep 100% of Your Earnings
Best for Established Tax Professionals
Branded tax software, business setup & compliance support
Tech support, tax loans, client forms & law updates
Business coaching: payroll, team building & leadership training
One-on-one mentorship plus weekly business & tax education sessions
EFIN & PTIN Required - No Revenue Splits - Keep 100% of Your Earnings
Best for Established ERO Tax Professionals
Complete pro tax software with business setup & registration support
Low backend fees, set your own pricing & earn bank rebate incentives
Access to SR bank reps, tax loans, client forms & law updates
Advanced coaching: payroll, team building & growth-focused training
Keep 100% of your tax prep fees
Live U.S. based support real people, not bots
Training included Walk you through strategy
Branded client portal look professional from day one
Website & forms done for you
Tax planning + bookkeeping add - ons
Coaching & accountability
Keep 100% of your tax prep fees
Live U.S. based support - real people, not bots
Training included - Walk you through strategy
Branded client portal - look professional from day one
Website & forms done for you
Tax planning + bookkeeping add - ons
Coaching & accountability so you don’t get stuck
1. Choose a Plan
From solo preparers to full-fledged firms, we have a package that fits your vision.
2. Get Set Up Fast
We help with installation, branding, forms, your client portal, and more — usually within 72 hours.
3. Launch with Confidence
Train with us. Grow with us. You’ll always have access to support and business tools that keep you winning year-round.
Any current or aspiring service bureau with tax-prep experience—or the determination to learn—can partner with us.
Between license sales, volume-based incentives, and bureau fees, resellers commonly recover their $2,500 package fee within the first filing season—and go on to scale from there
Absolutely. You get full U.S.-based support and live coaching throughout tax season and beyond