YOUR RECOMMENDED PATH SOFTWARE LICENSE
Tier 1: Get the Professional Tax Software You Need
to Start & Grow
Whether you're new to the tax industry or already an experienced tax preparer, get the professional software, setup guidance, and ongoing support you need to confidently serve your clients.
Simple setup. Clear guidance. Reliable support throughout tax season.
YOUR RECOMMENDED PATH SOFTWARE LICENSE
Tier 1: Get the Professional Tax Software You Need to Start & Grow
Whether you're new to the tax industry or already an experienced tax preparer, get the professional software, setup guidance, and ongoing support you need to confidently serve your clients.
Simple setup. Clear guidance. Reliable support throughout tax season.
Whether you're preparing your first return or already serving clients, you'll have the tools and support you need to work efficiently and confidently.
Built For Your Tax Business Journey
Get started for $97 with a 70/30% revenue share opportunity, and the essential tools and support needed to build your tax business.
NEW TO TAX?
Get guided setup, IRS & bank registration support, client forms, and tax training to help you understand the process and get started.
PREPARE & SERVE CLIENTS
Access professional tax software, tax return review support, client preparation tools, and technical assistance to help you prepare returns efficiently.
Everything You Need to Start Smoothly
Professional Tax Software
Access the tools you need to prepare and manage tax returns professionally.
Guided Software Setup
Get step by step assistance so you
know exactly how to get started.
Client Preparation Tools
Everything you need to prepare and manage client returns efficiently.
Reliable Technical Support
Get help with software questions, updates, and important next steps.
Tax-Season Assistance
Stay supported when you need help throughout tax season.
Ongoing Business Support
Resources and guidance as your tax business continues to grow.
A Straightforward Software Solution
Software License
Investment
INSERT FINAL PRICE
$97
was $297
Payment Type
ONE TIME
Your Software Access Includes
70% revenue share
IRS & bank registration
Client Forms & Tax Training
Tax Return Review
Client Forms & Tax Training
Technical software support
Tax-season assistance
PTIN (Preparer Tax Identification Number) required.
Additional Fee Information
[INSERT ANY PER RETURN, TRANSMISSION, STATE, BANK PRODUCT, OR RENEWAL FEES]
All pricing and additional fees should be clearly shown before checkout.
Complete your purchase and receive your onboarding instructions by email.
Get the Tools to Keep Building
You already know the business. Now get the software and support that can help you serve your clients with more confidence.
Who is this package for?
This option is for experienced tax professionals who mainly need professional software and onboarding support.
Does this include business setup guidance?
No. This is a focused software package for professionals who already understand the setup process.
When will I receive access?
Your onboarding instructions and access details will be sent after your purchase is confirmed.
Is technical support included?
Yes. Support will be provided according to the final software package and support terms.
Can I upgrade later?
Yes. You can explore additional business setup support or mentorship as your needs grow.
Review the confirmed software details and complete your secure purchase.
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Disclaimer: This assessment tool provides educational recommendations based on user-submitted inputs regarding tax preparation experience, credentials, and software requirements. "Tax Advantage Pro" and Founder | CEO provide software licensing, business setup guidance, and mentorship. EFIN and PTIN approvals are subject to IRS suitability and compliance requirements.
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