Partnership Packages
Choose the Right Partnership Package to Grow Your Tax Business
Whether you’re launching your first tax office or expanding an established business, our partnership packages provide the tools, technology, training, and support you need to succeed. Find the perfect solution that matches your goals and budget.
Build Your Tax Business with Confidence
Starting a successful tax business requires more than just software—it requires the right partnership. Our partnership packages are designed to provide everything you need, including professional tax software, business support, training, and ongoing technical assistance.
No matter your experience level, we help you launch, manage, and grow your tax preparation business with confidence.
A Partnership Designed for Long-Term Success
As your business grows, your technology and support should grow with you. Our flexible partnership packages are built to meet the needs of independent tax preparers, multi-office operations, and service bureaus.
From onboarding and software setup to marketing resources and dedicated support, we provide the tools that help you stay competitive throughout every tax season.
Choose the Partnership Package That Fits Your Business
Whether you’re just getting started or managing multiple locations, we offer scalable partnership solutions designed to support every stage of your business growth.
Beginner
Perfect for New Tax Preparers
$299
Ideal for individuals entering the tax industry who need essential software, training, and support to start serving clients with confidence.
- Professional Tax Software
- Federal & State E-Filing
- Basic Training & Onboarding
- Technical Support
- Client Management Tools
- Automatic Software Updates
- Secure Cloud Access
- Electronic Filing
Intermediate
Grow Your Business with More Features
$499
Designed for growing tax offices looking for additional tools, increased flexibility, and enhanced business support.
- Business Return Support
- Bank Product Integration
- Advanced Reporting
- Marketing Resources
- Priority Technical Support
- Paperless Workflow
- Client Status Tracking
- Multi-User Access
Pro
Built for Growing Tax Businesses
$799
Perfect for professionals managing higher client volumes while maximizing productivity and efficiency.
- Multi-Office Management
- White Label Branding
- Advanced Diagnostics
- Electronic Signature Support
- Business Growth Consultation
- Enhanced Security Features
- Premium Training
- Dedicated Account Assistance
Expert
Complete Business Solution
$2,499
Built for established tax firms that require advanced management tools and enterprise-level performance.
- Unlimited Office Support
- Performance Analytics
- Staff Management
- Business Development Resources
- Custom Software Configuration
- Premium Marketing Assistance
- Faster Response Support
- Workflow Optimization
Elite
The Ultimate Partnership Experience
$2,999
Our most comprehensive package for businesses seeking maximum flexibility, personalized support, and long-term growth.
- Dedicated Success Manager
- VIP Technical Support
- Customized Business Solutions
- Advanced Training Programs
- Priority Software Enhancements
- Strategic Growth Planning
- Exclusive Partner Resources
- Enterprise-Level Assistance
Not Sure Which Package Is Right for You?
Our team is happy to help you choose the partnership package that best fits your business goals.
Packages Comparison
Beginner
Intermediate
Pro
Expert
Elite
Package Cost
$299
$499
$799
$2,499
$2,999
Deposit required
$99
$199
$299
Must be paid in full
Must be paid in full
Revenue Split
60/40
70/30
80/20
90/10
No Split
PTIN Required
Yes
Yes
Yes
Yes
Yes
Prior Year Access
3 Years
3 Years
3 Years
3 Years
3 Years
Additional Users
3 Additional Users
5 Additional Users
7 Additional Users
10 Additional Users
10 Additional Users
Unlimited Federal Returns1040,1040NR, Sch c, 1099
Unlimited Free E-File
Unlimited State Returns All 50 States (including DC)
$6,000 Loan Advances
Prep Fees up to $999
Custom Business Name
Unlimited Software Training
Auto Updated Software
Direct Mode
Guide Me Mode
Refund Bank Products
Bank Product Rebates
Paperless Office
Document Manager
Electronic Signature
Customizable Mobile App
Audit Protection ($25 extra per return)
Quick Tax Calculator
Knowledge Base
Keystone Tax School access
Marketing Email templates
Marketing Flyer templates
Powerful Software Built for Tax Professionals
Our advanced software is designed to simplify tax preparation, improve accuracy, and increase productivity through innovative features that support businesses of every size.
Additional Features That Add Even More Value
Discover powerful tools included with your partnership package that help streamline your workflow and enhance the client experience.
Refund Calculator
Quickly estimate client refunds with a built-in calculator designed for faster consultations.
Client Status Tracking
Monitor return progress, filing updates, and client activity from one convenient dashboard.
Data Entry Modes
Choose between direct data entry and guided interview modes for faster and more accurate return preparation.
Electronic Signature Support
Collect secure digital signatures and complete the filing process without unnecessary paperwork.
Testimonials
Trusted by Tax Professionals Nationwide
Thousands of tax professionals rely on our partnership solutions to power their businesses. Our commitment to innovation, support, and reliability has helped partners succeed year after year.
Start Your Tax Business with the Right Partnership
Take the next step toward building a successful tax preparation business with flexible partnership packages designed for growth, efficiency, and long-term success.