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Engage your clients with automated text & email reminders, appointment scheduling, and marketing tools—all in one platform.
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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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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

$699/yr

Branded mobile app

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

Professional tax software for all 50 states

Each return reviewed

PTIN and EFIN registration support

Paperless office setup

Built-in CRM and client messaging tools

Tax preparer training

Year-round live support

English to Spanish translation

Electronic record storage

BUY NOW

Muti-Office Branded Package

$1,499/yr

Includes everything in The Professionals Package, plus:

Two software licenses included

Free logo design

Service Bureau fee control

Office start-up loan assistance

Your logo added to software and materials

Software access for five prior years

Multi-office management

Advanced CRM tools for campaigns, referrals, and automation

Expanded marketing materials

Most Popular!

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Branded Tax Franchise

(Sell Your Brand)

$4,449/yr

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

Unlimited software license

Full access to CRM, automation, and appointment tools

Control over service fees expanded 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.