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CRM & Marketing Suite
Engage your clients with automated text & email reminders, appointment scheduling, and marketing tools—all in one platform.
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Access cloud-based tax software with real-time updates, security, and flexibility from any device.
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Manage your tax business effortlessly with reporting, analytics, and essential integrations in one place.
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Launch your tax business with expert guidance, essential tools, and step-by-step resources to get started.
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Enhance your brand by co-branding with us—gain access to exclusive tools and professional support to grow your business.
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Invite others to join and earn recurring commissions with our affiliate program.
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Offer clients identity and credit protection services to add value and security to your tax business.
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Pricing

Tax Processors Plus Packages

Our package tiers offer powerful solutions to help grow your tax business and maximize your revenue. Increase your earnings with:

Low Bank Fees
Done-For-You Software Setup
EFIN & PTIN Assistance
Branded Mobile Apps
Social Media & Client Management Tools

Startup Cost As-Low-As $99 With Flexible Payment Options for All Packages

The Professionals Package

$499/yr

Branded mobile app

$6,000 preseason advances at no cost to the taxpayer

Professional tax software for all 50 states

Each return reviewed

Paperless office setup

PTIN and EFIN registration support

Tax preparer training

Year-round live support

Personal coach

Marketing strategy and materials

Built-in CRM and client messaging tools

English to Spanish translation

Electronic record storage

BUY NOW

Muti-Office Branded Package

$1,499/yr

Includes everything in The Professionals Package, plus:

Free logo design

No service bureau fees

Office start-up loan assistance

Five software licenses included

Software access for five prior years

Multi-office management

Revenue add-ons like software upcharges and e-file fees

Your logo added to software and materials

Advanced CRM tools for campaigns, referrals, and automation

Expanded marketing materials

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Branded Tax Franchise

(Sell Your Brand)

$4,449/yr

Includes everything in the Multi-Office Branded Package, plus:

Everything in the Multi-Office Branded Package

Unlimited software license

Full access to CRM, automation, and appointment tools

Control over service fees and income buckets

Expanded branding options

Fully customized marketing and business materials

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We’re All About Real Connections

Our mission is simple: strong relationships drive exceptional results. We don’t just provide tools; we invest in you and your business to help you thrive. Your success is our priority, and we go the extra mile to make it happen.