Software Packages

Choose the plan that fits where you are right now.

PTIN Only

No EFIN Required

$99 DownTotal package $499

Remainder taken from first drop in February

Ideal for beginners who don't have an EFIN and less than 100 returns

No EFIN Required

$250 DownTotal package $1,499

Remainder taken from first drop in February

Ideal for those with large clientele but no EFIN — 100 returns required

No Revenue Share & Daily Payments from Bank Straight to Your Bank Account
Offer Refund Advances Starting January 2
Professional Tax Software
Includes Tax, Software, Marketing & Customer Service Training
Private Community for Accountability
Ability to Add Preparers — We'll Train Your Team in 6 Week PTIN Training beginning October
Ability to Offer Vacation Vouchers, Giveaways, and More

ERO/EFIN Holder

$250 DownTotal package $1,499

Remainder taken from first drop

Perfect for those building a team of preparers and ready to scale without being the only one producing

No Splits or Revenue Share
Daily Payments from Bank Straight to Your Bank Account
Choose between Tax Slayer Pro, OLT Pro, Taxwise, or Crosslink Software
We Train Your Team: 6 week complimentary unbranded preparer training
Growth Portal (May 2026 – April 2027): on-demand trainings, resources, and ready-to-brand items for teams
Private Community for Accountability
Transparent Software Pricing: $45 Service Bureau Fee + $48 Transmitter Fee
You keep 100% of your prep fees, efile fees, and document prep fees (after the bank takes their deduction)
You keep 100% of your add-ons for audit protection & Defend My ID (optional)
Rebates/Volume Based Incentives in Fall once you reach Volume Requirements

Special Pricing

$799Special today only

Become your own software company

Perfect for those who would like to become their own software company