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.