855-767-1040

 855-767-1040

 855-767-1040

You Won't Find Any

Restrictions Here...


ALL of our packages come with EVERY service we offer!

Great For Beginners

INTRO PACKAGE

The Intro package is ideal for someone newer to the business that wants to give a try. Backed with our team for support you won't be alone on this venture. We will review all of your files, provide you with bank products, refund advances and all the bells and whistles you would expect to get from a big box chain- without the $$ price tag. You can always upgrade your package the next tax season!


BASIC PACKAGE

The Basic package is far from "Basic". This package is designed for new to intermediate users looking to break into the business. Backed with the full support of our team you will learn how to market your business so you can advance to the next level. Complete with every feature of the bigger packages but at a lower entry point. You can upgrade to a higher package the next tax season.

Most Popular Package

PRO PACKAGE

Our Pro package is ideal for an individual to medium size office from home or retail location. This gives you the benefit of our E-file services (assigned EFIN) with file review. Complete with approved bank products, refund advance up to $6,000 and unlimited training for you AND your preparers.

 

For EFIN Holders

ELITE PACKAGE

 The Elite package is designed for experienced tax professional that already have an EFIN and are looking to expand their business by reselling and becoming a service bureau. Make money off of what your preparers are funding without the headache of managing employees. You will be able to resell our packages and offer all of the services we offer you to your "sub-offices". This also allows you to collect a service bureau fee and a % of the preparation fees of all offices you sign up.

Daily Payouts

Never wait for a weekly payout. If you have a funding you will have a deposit the same day!

Training

2022 Welcomes our new affiliate portal. Your VIP access to a private section with a complete training library, videos and updates so you won't miss a beat!

Software

Web-based, interview or direct input mode, Integrated mobile app. Cloud document storage. All states and prior years.

Custom Mobile App

Integrated mobile app with your business name and your logo.

Bank Products

Refund Transfer- your prep fees are deducted from your client's refund. Offer printed check, direct deposit or debit card.

$6,000 Refund Advance

Offer your clients up to $6,000 same day refund advance.

Promotions

Its all about the marketing! We provide you with up to 500 free vacations* to give away every month to help attract more business.

Additional Services

We have optional services you can offer year round like personal credit repair, business services and business credit & lending.

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