Discover Our Tax Software Solutions

Cutting-edge tools designed for tax professionals and clients.

Our software empowers you to manage, file, and track taxes easily and securely—whether you’re a solo preparer or a growing firm.

TIER 1: BEGINNER TAX PROFESSIONAL

Designed for individuals who are new to operating a tax business and have no prior experience.
Every tax return is personally reviewed before IRS submission to ensure accuracy and compliance.
Includes training, technology support, and access to a personal coach.

TIER 2: INDEPENDENT TAX PROFESSIONAL

Also for those new to running a tax business, but allows more autonomy.
Tax returns are NOT reviewed before IRS submission—ideal for users who want to work independently but still need foundational support.
Includes training and technology support.

TIER 3: BUSINESS BUILDER

For tax professionals who are ready to grow beyond individual preparation and want to build a strong brand and team.
Offers guidance on expanding your business, team building, and leveraging team selling software.
Includes ability to resell Tier 1 and Tier 2 packages to your team.

TIER 4: SERVICE BUREAU BUILDER

For established professionals looking to build their own service bureau and scale their business.
Covers advanced topics: branding, client acquisition, team building, marketing and training mastery.
Includes ability to resell all tiers (1-4), and advanced business development tools.

TIER 1: BEGINNER TAX PROFESSIONAL

Designed for individuals who are new to operating a tax business and have no prior experience.
Every tax return is personally reviewed before IRS submission to ensure accuracy and compliance.
Includes training, technology support, and access to a personal coach.

TIER 2: INDEPENDENT TAX PROFESSIONAL

Also for those new to running a tax business, but allows more autonomy.
Tax returns are NOT reviewed before IRS submission—ideal for users who want to work independently but still need foundational support.
Includes training and technology support.

TIER 3: BUSINESS BUILDER

For tax professionals who are ready to grow beyond individual preparation and want to build a strong brand and team.
Offers guidance on expanding your business, team building, and leveraging team selling software.
Includes ability to resell Tier 1 and Tier 2 packages to your team.

TIER 4: SERVICE BUREAU BUILDER

For established professionals looking to build their own service bureau and scale their business.
Covers advanced topics: branding, client acquisition, team building, marketing and training mastery.
Includes ability to resell all tiers (1-4), and advanced business development tools.