Partnership Packages

Our Partnership Packages are designed for tax preparers who have not obtained their own EFIN. If you are new to the tax business or looking to branch off and start your own tax business this is a great package to start with. We offer 70/30, 80/20 and 90/10 splits in favor of the partner with no EFIN required. Many of our current partners are former employees of H&R Block, Jackson Hewitt, Liberty Tax, and smaller tax companies looking to start their own tax preparation business.

Intermediate

$499

(70/30)

Put $250 Down To Get Started Today. Pay The Rest Later.
Start Your Own Tax Preparation Business with No EFIN! This package is designed for the beginner who does not have any experience with tax preparation 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. We will provide you an EFIN to help jump start your tax business. With this service, we revenue share 70/30 split in favor of the partner. Start your tax business today and keep the majority of your money. Run your tax business like a major tax business. We provide software training, marketing strategy, customer support, bank products, audit protection services, and professional tax software.

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PRO

$799

(80/20)

Put $300 Down To Get Started Today. Pay The Rest Later.
Starting a tax preparation business has never been easier. Start your tax business with NO EFIN required! This is far and away our most popular package and is designed for the tax prep business entrepreneur who, generally, has some experience or exposure with the tax preparation business or is otherwise confident about their ability to prepare tax returns without the necessity of each and every return being reviewed. With this service, we revenue share 80/20 split in favor of the partner. Run your tax business like a major tax business. We provide software training, marketing strategy, customer support, bank products, audit protection services, and professional tax software.

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Expert

$1,499

(90/10)

Start your tax preparation business with no EFIN required and keep all of your money with this package. With this service, we revenue share 90/10 split in favor of the partner. Run your tax business the way you want. Generally those who have a large clientele choose this package. There is no deposit for this package. It must be paid in full. We provide software training, marketing strategy, customer support, bank products, audit protection services, and professional tax software.

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Compare Your BEST Deals!
Intermediate
$499
Pro
$799
Expert
$1,499
Revenue Split 70/30 80/20 90/10
PTIN Required Yes Yes Yes
EFIN Required No No No
Prior Year Access 2 Years 5 Years 7 Years
Additional Users 3 Additional Users 10 Additional Users Unlimited Users
Unlimited Federal Returns 1040,1040NR, Sch c, 1099 Tick Tick Tick
Free E-Filing Tick Tick Tick
Business/Corp Forms 1041,1065,1120,1120S, 2290, 5500, 720, 709, 706, & 990 Tick Tick Tick
Unlimited State Returns All 50 States (including DC) Tick Tick Tick
24/7 Customer/ Tech Support
(During Tax Season)
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$2500 Loan Advances Tick Tick Tick
Prep Fees up to $999 Tick Tick Tick
Custom Business Name Tick Tick Tick
Tax & Software Training Tick Tick Tick
Auto Updated Software Tick Tick Tick
Direct Mode Tick Tick Tick
Interview Mode Tick Tick Tick
Refund Bank Products Tick Tick Tick
Bank Product Rebates Tick Tick Tick
Paperless Office  Tick Tick Tick
Document Manager Tick Tick Tick
Electronic Signature Tick Tick Tick
Mobile App Tick Tick Tick
Quick Tax Estimator Tick Tick Tick
Audit Protection
($30 extra per return)
Tick Tick Tick
       

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Bonus Features

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Dashboard

Seemlessly view the e-file statuses of all of your clients.
Your dashboard will allow you to see statuses, filter and sort, check for rejections, checks ready to print, and appointments .

Quick Estimator

The Quick Estimator tool allows you the ability to give your clients an estimate in under 2 mins.

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Manage Returns

The manage return screen allows the tax preparer to locate all information pertaining to a client’s return, saving you valuable time.

(Personal details, payment details, preparer notes, schedule appointments, return details, history details, return status, and letters are all located on this page)

Entry Modes

Direct and Interview Input

Direct Input is for the advance tax preparers that know the required forms for each client.

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Entry Modes

Keystone Tax Software allows you to choose between two entry modes:
Direct and Interview input

Interview mode is for beginner tax preparers and for those who are not comfortable with direct input.

Signature Pad

Keystone Tax Software has a built in signature pad that allows just one signature for both the tax preparer and your client. As a preparer of Keystone Tax Software you will create your signature once allowing your signature to populate on each and every return. This feature saves time during the tax prep process while simultaneously allowing your office to go paperless and save money.

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Dedicated 24/7 Support

Our Support Service is always available 24 hours a day, 7 days a week.

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