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

Expert

10 Additional Users

Elite

Unlimited Federal Returns1040,1040NR, Sch c, 1099

Beginner

Intermediate

Pro

Expert

Elite

Unlimited Free E-File

Beginner

Intermediate

Pro

Expert

Elite

Unlimited State Returns All 50 States (including DC)

Beginner

Intermediate

Pro

Expert

Elite

$7,000 Loan Advances

Beginner

Intermediate

Pro

Expert

Elite

Prep Fees up to $999

Beginner

Intermediate

Pro

Expert

Elite

Custom Business Name

Beginner

Intermediate

Pro

Expert

Elite

Unlimited Software Training

Beginner

Intermediate

Pro

Expert

Elite

Auto Updated Software

Beginner

Intermediate

Pro

Expert

Elite

Direct Mode

Beginner

Intermediate

Pro

Expert

Elite

Guide Me Mode

Beginner

Intermediate

Pro

Expert

Elite

Refund Bank Products

Beginner

Intermediate

Pro

Expert

Elite

Bank Product Rebates

Beginner

Intermediate

Pro

Expert

Elite

Paperless Office

Beginner

Intermediate

Pro

Expert

Elite

Document Manager

Beginner

Intermediate

Pro

Expert

Elite

Electronic Signature

Beginner

Intermediate

Pro

Expert

Elite

Customizable Mobile App

Beginner

Intermediate

Pro

Expert

Elite

Audit Protection ($25 extra per return)

Beginner

Intermediate

Pro

Expert

Elite

Quick Tax Calculator

Beginner

Intermediate

Pro

Expert

Elite

Knowledge Base

Beginner

Intermediate

Pro

Expert

Elite

Keystone Tax School access

Beginner

Intermediate

Pro

Expert

Elite

Marketing Email templates

Beginner

Intermediate

Pro

Expert

Elite

Marketing Flyer templates

Beginner

Intermediate

Pro

Expert

Elite

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.

Trustpilot Reviews

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.