Professional Tax Software for Growing Practices
Streamline your tax preparation process with our reliable and intuitive tax software solution built by active tax preparers for tax preparers.
CLAIM YOUR SEASONAL LICENSE →
Why Choose Our Tax Software?
10+ years of real-world tax industry experience means we understand your challenges.
More Efficient
Streamlined workflows save you time and allow you to serve more clients faster.
More Profitable
Integrated bank products boost revenue with seamless add-on fees.
More Reliable
No crashes during your busiest season. Built for stability and speed.
Perfect For:
Solo preparers looking to grow • Established practices wanting better systems • Anyone tired of complex, overpriced software
Key Features to Elevate Your Practice
Unlimited E-Filing
Prepare and file unlimited federal and state returns for one flat, seasonal price.
Full Service Bureau
Our integrated service bureau handles the compliance and banking relationships.
Bank Product Revenue
Increase your revenue by offering Refund Anticipation Checks (RACs).
No Long-Term Contracts
Enjoy the flexibility of a seasonal license with no annual lock-in.
Intuitive Interface
A clean, modern interface reduces the learning curve for you and your staff.
Client Management
A built-in portal to manage clients, track return status, and keep data secure.
U.S.-Based Support
Get help from real tax preparers with extended hours during tax season.
Mobile App for Clients
Clients can upload documents directly from their smartphones securely.
Join the Waiting List
Our software is currently in high demand. Join the waiting list to secure your spot.
See Your Potential Earnings
Example: If you charge a client a $300 prep fee and a $150 bank product fee:
(That's your full $300 prep fee + a $12 profit from the bank product!)
Understanding Bank Products & Service Bureau
We partner with PTS Tax, a trusted service bureau that handles all compliance, banking regulations, and risk management so you can offer refund advances without the headaches.
What PTS Tax Handles:
- Tax Software & E-Filing Access
- Banking Relationships
- Compliance & Regulatory Filings
- Risk Management & Fraud Prevention
- Client Funding & Disbursement
How Payouts Work:
1. Client chooses bank product.
2. You submit return with fees included.
3. IRS processes refund (8-21 days).
4. Bank receives funds.
5. You get paid within 1-2 days.
How It Works
Sign Up & Onboard
Purchase your seasonal license. Our specialists help you get set up.
Prepare & Offer
Use our software to prepare returns and offer bank products seamlessly.
Get Paid & Grow
We handle compliance. You get your profits deposited directly.
"As a solo preparer, Tax Software gave me enterprise capabilities without the complexity. The service bureau integration was seamless and doubled my bank product revenue in the first season."
— David R., Tax Office Owner