Our Pricing

Please review our various pricing packages to determine which one aligns best with your needs.

Get the features you need without overspending

Choose a plan that fits your goals and your wallet.

Try now

Have a detailed look

A pricing table assists users in selecting a suitable plan by simply and clearly differentiating product/service features and prices. Use this as supporting text for your plans.

SERVICE BUREAU
$1,999

✔️ 1040 Software
✔️ All States Included
✔️ Online Access To Software 24/7
✔️ Conversions From Other Tax Programs
✔️ Integrated CRM
✔️ One-Tap Zoom Support
✔️ Comprehensive Reporting
✔️ Unlimited Number Of Users
✔️ Unlimited E-Filing
✔️ Mobile App
✔️ E-Signature
✔️ Mac Compatible
✔️ Funded Loyalty Advance
✔️ Funded Referral Platform
✔️ Training
✔️ Onboarding
✔️ Mass Text Message
✔️ Call Tracking
✖️ Co-Branding
✖️ Unlimited Software Licenses
✖️ Corporate Tax Software
✖️ Multi-Tier Software Access
✖️ Service Bureau Training
✖️ Service Bureau CRM

Buy Now

SINGLE OFFICE

$999

✔️ 1040 Software
✔️ All States Included
✔️ Online Access To Software 24/7
✔️ Conversions From Other Tax Programs
✔️ Integrated CRM
✔️ One-Tap Zoom Support
✔️ Comprehensive Reporting
✔️ Unlimited Number Of Users
✔️ Unlimited E-Filing
✔️ Mobile App
✔️ E-Signature
✔️ Mac Compatible
✔️ Funded Loyalty Advance
✔️ Funded Referral Platform
✔️ Training
✔️ Onboarding
✔️ Mass Text Message
✔️ Call Tracking
✔️ Co-Branding
✔️ Unlimited Software Licenses
✔️ Corporate Tax Software
✔️ Multi-Tier Software Access
✔️ Service Bureau Training
✔️ Service Bureau CRM

Buy Now

NEED A CONSULTATION?

Our customer representatives will assist you to understand what we offer for your business goals.

Book Us

Some of the concerns we answer

Below are some of the biggest concerns we frequently hear about from clients. Take a moment to review them and click on the issue that best resonates with your current tax business situation. Once you click on it, you’ll see our approach to solving the problem.

Tax offers all our partners a way to retain the majority of their clients by providing a Loyalty Advance Program to their taxpayer clients. This program starts in December, before anyone else is even open, ensuring your clients receive exceptional value and remain loyal to your services.

Tax provides the most successful referral systems to help our clients grow their customer base. Our innovative solutions include an integrated CRM with tax software and referral funds for all owners, making the referral process efficient and streamlined. Encourage satisfied customers to bring in new clients, boosting your growth and ensuring sustainable business expansion.

If you own more than one office and are paying for each license separately, we can help you save a ton of money by purchasing our service bureau package. This package provides unlimited software licenses at no additional cost. Not only will you save on licensing fees, but we can also show you how to significantly increase your revenue through optimized operations and enhanced service offerings.

We offer the most innovative support channels in the tax industry. We believe in solving problems as quickly as they arise, which is why we provide One-Tap Zoom support. When you have an issue or any questions, just jump in and talk to a representative—it’s that easy! The link never changes, and support is always available. Additionally, we provide dedicated support to owners under our service bureau partners.