Pro Bundle

Pro Bundle

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Software est. Delivery date 12/15

Professional Tax Preparation Software

80/20 Revenue Split

EFIN Optional

Software + Tech Support

Software Training

Same Day Client Advance

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
100 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.