Beginner

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Most important, put more money in your
pocket while reducing client costs!

Beginner

$299 (60/40)
This package is designed for the tax professional who has little experience in the tax preparation business and desires each and every tax return to be reviewed, in its entirety, before the tax return is electronically filed through our E-filing Service.
Make a $99 deposit to Get Free Demo today. Pay the balance from your first pay out. 60/40 Tax Preparation Fee Revenue Split in favor of the Partner
PTIN REQUIRED
No EFIN Required
Partner will operate a tax preparation business and is solely responsible for preparing the tax returns for its tax preparation business.
Partner will have comfort knowing another set of eyes has reviewed the entire tax return before it was e-filed. No tax return will be e-filed which is not in full compliance with IRS rules and regulations.
Partner will also enjoy off-season support for its tax preparation business clients.

Features

POWERING YOUR BUSINESS JUST GOT EASIER! FEATURES
Revenue Split
PTIN Required
EFIN Required
Prior Year Access
Additional Users
Unlimited Federal Returns
1040,1040NR, Sch c, 1099
Unlimited Free E-File
Unlimited State Returns All 50 States (including DC)

$6,000 Loan Advances

Prep Fees up to $999
Custom Business Name
Unlimited Software Training
Auto Updated Software
Direct Mode
Guide Me Mode
Refund Bank Products
Bank Product Rebates
Paperless Office
Document Manager
Electronic Signature
Customizable Mobile App
Quick Tax Calculator
Audit Protection ($25 extra per return)
Knowledge Base
60/40
Yes
No
3 Additional Users