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
Embark on the journey of starting your own tax business with ease through our Partnership Packages. Crafted for individuals entering the tax industry or seeking independence from established companies like H&R Block, Jackson Hewitt, or Liberty Tax, our tax preparation partnership program requires no EFIN and is an excellent starting point for both newcomers and industry veterans.
Building a reputable tax business has never been simpler. We’ve designed our Partnership Packages to make the process smoother for those aiming to establish their presence in the tax industry. This program isn’t just an offering; it’s a golden opportunity for aspiring entrepreneurs to confidently launch their tax business.
If the idea of transitioning from a salaried position with major industry players feels daunting, rest assured. Our promise is straightforward: we’ll be by your side every step of the way, ensuring your success in a thriving and lucrative tax business. You can leverage top-tier tax software, ensuring efficiency and accuracy while avoiding common pitfalls in the tax industry.
Our packages prioritize flexibility, offering revenue splits from 60/40 to a favorable 90/10. Whether you’ve been contemplating how to start a tax business or seeking a platform that combines advanced tools with award-winning tax software, we’re here to guide you on the path to success from day one.
Beginner
$299
Ideal for newcomers to the tax game looking for a wallet-friendly start
- Put $99 Down! Get Free Demo Today!
- Start your tax business affordably with a 60/40 revenue split.
- Ideal for new tax preparers or those looking to save on startup costs.
- Only PTIN required to jumpstart your business.
- Includes software training, marketing strategy, limited customer support, bank products, audit protection services, and professional tax software.
Intermediate
$499
Perfect for those taking the first leap into tax preparation
- Put $199 Down! Get Free Demo Today!
- A budget-friendly package with a 70/30 revenue split.
- Perfect for tax preparers entering the industry or seeking cost savings.
- Only PTIN required to kickstart your tax business.
- Offers software training, marketing strategy, limited customer support, bank products, audit protection services, and professional tax software.
Pro
$799
Tailored for the aspiring tax professional ready to step up their game
- Put $299 Down! Get Free Demo Today!
- An affordable option with an 80/20 revenue split.
- Tailored for tax preparers starting a tax business or minimizing startup costs.
- Only PTIN required to jumpstart your tax business.
- Provides software training, marketing strategy, limited customer support, bank products, audit protection services, and professional tax software.
Expert
$2,499
Crafted for seasoned tax experts and business leaders
- Must be paid in full.
- Boasts a 90/10 revenue split.
- Ideal for those with a large clientele.
- Includes software training, marketing strategy, customer support, bank products, audit protection services, and professional tax software.
Elite
$2,999
Crafted for seasoned tax experts and business leaders
- Must be paid in full.
- No split
- Ideal for those with a large clientele.
- Includes software training, marketing strategy, customer support, bank products, audit protection services, and professional tax software.
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
Revolutionary Software Features
Bonus Features
Choose the data entry method that best fits your workflow and prepare tax returns more efficiently.
Refund Calculator
Provide quick estimates to your clients in under 2 minutes.
Client Status
Locate all client return information efficiently.
Entry Modes
Choose between Direct Input for advanced preparers and Guide Me mode for beginners.
Signature Pad
Enjoy a built-in signature pad for seamless tax prep and paperless office operations.
Seize the opportunity to start and grow your tax business effortlessly.
Take advantage of a complete tax preparation solution designed to simplify your workflow, support your business growth, and deliver exceptional results.