Software Packages

Choose Your Package

Pick the plan that fits your business. No long-term contracts. No hidden fees. Just the tools you need to win.

New Preparers

Everything you need to get started in the tax business.

Web-based tax software

Basic training modules

Community access

Basic email support

Getting started guides

IRS resource access

For offices ready to scale with bank products and more.

Everything in Starter

Business returns

Bank products access

Marketing materials library

Priority support

Monthly training sessions

Compliance resources

Teams & Offices

Full-featured for larger offices and multi-preparer teams.

Everything in Growth

Multiple user accounts

ERO management tools

Office tracking & metrics

Full training portal access

Advanced support

Custom branding options

Dedicated success coach

Transparent Fee Structure

All fees are locked. No surprises. Fees are disclosed to taxpayers and may be deducted from refunds where applicable.

Fee TypeAmount

Transmission Fee$44.00

Service Bureau Fee$44.00

Bank Fee$39.95

Additional add-ons may apply. All fees must be disclosed to taxpayers per IRS requirements.

Stop paying high backend fees. Get the support you deserve.