Professional tax software. Unlimited preparers. Bank setup. Office onboarding. Real support. Mentorship. Everything you need to launch and grow your tax business.
Everything you need to get your tax office set up and ready for the season.
Professional tax preparation software to prepare and transmit your clients’ returns.
Build your team without paying additional software seat fees.
Guidance with bank enrollment and getting your office ready to offer approved bank products.
Step-by-step guidance to get your office set up and ready to operate for tax season.
Ongoing guidance designed to help you operate, grow, and strengthen your tax business.
Get dependable support when you have questions about your software, office setup, or tax season operations.
You’re not just purchasing software. You’re gaining a support system designed to help you launch, operate, and grow a successful tax business.
Transparent pricing designed to help you build a profitable tax business without unnecessary software costs.
Get guidance with setup, bank enrollment, operations, and the questions that come up as your business grows.
Whether you’re opening your first office or building a team, you’ll have the tools and guidance to grow with confidence.
Getting started is simple. We’ll help you get your tax office set up and ready to operate.
Start your tax office for $99 and complete your office enrollment.
We’ll guide you through your software setup, bank enrollment, and office onboarding.
Add your preparers, build your client base, and get ongoing support as your business grows.
We understand that running a tax office takes more than access to software. You need the right setup, dependable support, guidance when questions come up, and a system that can grow with your business.
✓ Transparent, straightforward pricing
✓ Unlimited preparers
✓ Bank product setup support
✓ Office onboarding assistance
✓ Ongoing mentorship & guidance
✓ Support throughout tax season
Everything you need to know before getting your tax office started.
Your $99 setup includes professional tax software, unlimited preparers, office onboarding, bank product setup support, mentorship, and ongoing support.
No. Your office can add unlimited preparers without paying additional software seat fees.
Yes. We’ll guide you through the bank enrollment process and help you get your office set up to offer approved bank products.
Your office receives onboarding and ongoing guidance. Additional tax preparation training and educational programs may be available separately.
Yes. Our system is designed to support both new and experienced tax professionals with the tools and guidance needed to operate and grow.
You'll complete your office enrollment and begin the onboarding process so we can get your software, bank setup, and office ready for tax season.
Get the software, support, and guidance you need to launch your office and grow with confidence.
$99 Office Setup • Unlimited Preparers • Ongoing Support
Professional Tax Software • Office Support • Mentorship
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