Budget friendly starter option with a 70/30 revenue split in favor of the partner
Perfect for new tax preparers entering the industry or looking to reduce startup costs
Kickstart your tax business with just PTIN required
Limited customer support to keep costs down
Guide Me Mode and Direct Mode available for flexible operations
No e-fin required, simple and easy to start
Software training video included
Professional Tax Software
Unlimited Users
Taxpayer Portal
Unlimited Returns plus all states supported for Personal and Business
Multi-user setup
Free Software Tech Support
Mobile App
Easy Remote Signatures
Banking Partner Integrations
Ability to choose Interview style or Direct input
BONUS: Tax Return Exercises For Team Training
Everything in the Standard package plus:
Custom branding with your own logo and business name inside the software
Branded client experience (logo visible on portal, documents, and interface)
Enhanced professionalism for firms looking to stand out
Ideal for scaling businesses and partnerships
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