Pro Bundle

Pro Bundle

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Professional Tax Preparation Software

80/20 Revenue Split

EFIN Application assistance

Software + Tech Support

Training Resource center

Custom fee schedule

Client form library

Custom Business name

Tax Consultant/Coach


We created the Pro bundle with the experienced tax preparer in mind. A pro in our business model is a tax preparer that has experience, and an existing clientele. Our Pros may not need as much guidance, but more coaching to build or grow your existing business.

A minimum commitment of 25 processed tax returns required for this package.
Our pro bundle includes all the tools you will need to grow your already established clientele.
Whether you are in the tax industry or adding tax preparation service to an existing business. This is your bundle. Our process allows your to add a revenue stream seamlessly. Tax Prep School included.