Set Up Your Tax Office For Success With The Right Software.

From single tax preparer to multiple team set up, this software will help you organize your tax preparation book of business, your team, and your clients.

Online client portal, e-signature collect, document uploads, client communications, all in a single platform!

Tax office goals

achieved with the

right Software

From start up to to experienced tax firm, our software can help you save time in the tax preparation processes and lower your costs.

FEATURES

Secure Cloud Based

Work anywhere anytime. This platform is securely made for productivity and accuracy.

Online Portal

No more having to send tax preps to clients. Clients get 24/7 secure access to their tax preps in their online portal.

Unlimited E-sign & E-File

Unlimited E-signs and E-Filing included in the software. No extra costs for e-signature collections or e-file transmissions.

Industry Leading Software

All software versions include:


Multi-user online tax preparations

Online data storage

Document Manager

Security Logging

Client Portal

E-signatures

Pricing

Software Program

$1497 / yr

1040 Tax Preps

Up to 5 users

Unlimited tax clients

Included Unlimited e-signs

Included Unlimited e-filings

Bank Product Options

3 Tax Year Software

1 EFIN per registration

ERO Program

$2477 / yr

The software program +

Business forms:


1120S

1120

1065

1041

990

720

706

2290

709

5500

8849

Up To 10 users

Membership Program

$497/ month

The ERO program +

Monthly Payment Option

EFIN Application Support

PTIN Application Support

Affiliate Opportunities

Questions? Send us an email

[email protected]

Contact

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