
Streamline your tax preparation process with our professional-grade Service Bureau partnership. Designed for tax professionals who demand efficiency, compliance, and growth.
Our professional-grade tax software and Service Bureau support are designed to help you manage your tax practice with ease. With 16 years of tax industry experience, we understand the challenges you face and have built solutions that address your specific needs. Whether you're managing multiple locations or running a small independent practice, our partnership helps you increase revenue by leveraging technology to serve more clients with greater efficiency and compliance.
If you're a tax professional, it's time to celebrate. We've built a partnership program that will make your work significantly easier and more profitable! We understand that tax preparation is challenging, and even the smallest error could have significant consequences for you or your clients. That's why we've created a Service Bureau solution that prioritizes accuracy while maximizing efficiency.
Everything You Need to Launch and Grow a Compliant Tax Business.
Our clean, modern interface makes navigation simple and reduces the learning curve. You’ll be productive from day one.
Access all federal and state tax forms, with automatic updates when tax laws change. Our software supports individual, business, partnership, corporate, and non-profit returns.
Easily scan your database to find clients, check return status, and access customer data quickly and securely. All information is protected with industry-leading encryption.
Say goodbye to paper jams! Our software allows you to stay paperless by capturing signatures and important data electronically, saving time and reducing environmental impact.
Make it extremely easy for your customers to submit their paperwork with our customizable mobile app. Your clients can snap pictures of their documents and upload them directly from their mobile devices, saving both you and your customers valuable time.
Eliminate calculation errors with our powerful tax engine that automatically computes all values based on entered data, ensuring accuracy and compliance.
Submit returns electronically with our integrated e-filing system, allowing for faster processing and quicker refunds for your clients.
Built-in automated features keep your business in front of your valued clients so they keep filing with you and only you, year after year.
Our software is regularly updated to reflect the latest tax law changes, ensuring you always have the most current tools at your fingertips.
We offer two comprehensive packages designed to meet you where you are in your tax preparation journey. Both packages provide access to our professional-grade tax software, but the Premium Package includes additional compliance and infrastructure support to help you launch and grow your practice with confidence.
New preparers or those with a small client base who already have their EFIN and PTIN in place.
Professional Tax Software Access
All Core Software Features
Basic Training & Support
E-filing Services
Access to Knowledge Base
Growing preparers who need full compliance and infrastructure support to launch or expand their tax practice.
All Base Features PLUS:
EFIN Assistance & Setup (save time and avoid hassle)
P10 Assistance (PTIN Registration support)
Advanced Compliance Training (IRS Due Diligence)
Dedicated On-Demand Support (priority assistance when you need it)
Priority Technical Assistance
We don't just provide software we provide a partnership. Our comprehensive training and support resources ensure you have everything you need to succeed in your tax preparation business.

Get up to speed quickly with our detailed training resources, including video tutorials, documentation, and live webinars hosted by tax experts.

Our support team is available via phone, email, and live chat to help you resolve any issues quickly and efficiently.

Access our extensive library of articles, FAQs, and troubleshooting guides to find answers to common questions and solutions to technical issues.
The Base Partnership includes access to our professional tax software and basic training and support. It's ideal for tax preparers who already have their EFIN and PTIN and just need reliable software. The Premium Package includes everything in the Base Partnership PLUS EFIN assistance, PTIN registration support, advanced compliance training, and dedicated on-demand support. It's designed for those who need help with the infrastructure and compliance side of launching or growing their practice.
The EFIN application process typically takes 45 days from the time you submit your complete application to the IRS. However, processing times can vary depending on the time of year and IRS workload. With our Premium Package, we guide you through the entire application process to ensure your paperwork is complete and accurate, which can help avoid delays.
Yes! Both the Base Partnership and Premium Package include comprehensive training resources, including video tutorials, documentation, and access to our knowledge base. Premium Package members also receive advanced compliance training and priority access to live webinars.
Absolutely! You can upgrade from the Base Partnership to the Premium Package at any time. Simply contact our support team, and we'll help you make the transition. You'll pay the difference between the two packages and gain immediate access to all Premium features.
Both packages include email support and access to our knowledge base. Premium Package members receive dedicated on-demand support with priority response times via phone, email, and live chat. Our support team is here to help you resolve technical issues, answer compliance questions, and ensure your practice runs smoothly.
Security is our top priority. All client data is protected with industry-leading encryption, both in transit and at rest. Our software is hosted on secure servers with regular backups, and we comply with all IRS security requirements for Electronic Return Originators (EROs). Your clients' sensitive information is safe with us.
Experience the difference our Service Bureau partnership can make for your practice. Contact us today to schedule a demo or learn more about launching your business.
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