We offer two distinct partnership models to accommodate tax preparers at every stage of their career. Review the options below to find the perfect fit for your business.
Our Revenue Share model is perfect for new tax preparers, those without an EFIN, or professionals looking to minimize upfront costs. We provide the software, training, and backend support, while you focus on building your client base.
Beginners with no EFIN looking for the lowest entry cost.
Growing preparers wanting to keep more of their revenue.
Established preparers transitioning to independence.
High-volume preparers wanting maximum profit retention.
Start your tax business with minimal upfront costs.
Apply for Revenue Share Program →Our Software-Only model is designed for established tax professionals who already have their own EFIN and PTIN. You keep 100% of your tax preparation fees while utilizing our industry-leading software and support infrastructure.
Independent preparers working solo.
Small tax offices with a few preparers.
Large tax offices or multi-location businesses.
Upgrade your tax office technology and keep 100% of your fees.
Purchase Software Package →Our cloud-based software is intuitive, fast, and accessible from anywhere.
Offer your clients the convenience of paying your fees directly from their refund.
We don't just sell you software; we provide the training and support you need to succeed.
Start with a revenue share and transition to a software package as your business grows.
Our systems are designed to keep you compliant with all IRS regulations and data security requirements.
No! If you choose one of our Revenue Share packages, you can legally prepare and file returns under our corporate EFIN. If you choose a Software Package, you must have your own active EFIN.
Yes, all tax preparers must have a valid Preparer Tax Identification Number (PTIN) issued by the IRS, regardless of which package you choose.
When your client's refund is processed and your tax prep fees are collected via bank products, our system automatically splits the revenue according to your package tier and deposits your portion directly into your bank account.
Absolutely. Many of our partners start with a Bronze or Silver revenue share package and upgrade to a higher tier or a Software-Only package in subsequent years as their client base grows.
Take the next step in your tax preparation career. Whether you're just starting out or looking to upgrade your current office setup, we have the tools and support you need.
Let's build your tax business together.
Modern Accounting
It is a long established fact that a reader will be distracted by the readable content of a page when looking at its layout. The point of using Lorem Ipsum is that it has a more or less normal distribution of letters.


It is a long established fact that a reader will be distracted by the readable content of a page when looking at its layout. The point of using Lorem Ipsum is distribution of letters.


It is a long established fact that a reader will be distracted by the readable content of a page when looking at its layout. The point of using Lorem Ipsum is distribution of letters.


It is a long established fact that a reader will be distracted by the readable content of a page when looking at its layout. The point of using Lorem Ipsum is distribution of letters.





It is a long established fact that a reader will be distracted by the readable content of a page when looking at its layout. The point of using Lorem Ipsum is distribution of letters.

It is a long established fact that a reader will be distracted by the readable content of a page when looking at its layout. The point of using Lorem Ipsum is distribution of letters.

It is a long established fact that a reader will be distracted by the readable content of a page when looking at its layout. The point of using Lorem Ipsum is distribution of letters.

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It is a long established fact that a reader will be distracted
by the readable content of a page at its layout.
It is a long established fact that a reader will be distracted
by the readable content of a page at its layout.
It is a long established fact that a reader will be distracted
by the readable content of a page at its layout.
It is a long established fact that a reader will be distracted
by the readable content of a page at its layout.
It is a long established fact that a reader will be distracted
by the readable content of a page at its layout.
It is a long established fact that a reader will be distracted by the readable content of a page when looking at its layout. The point of using Lorem Ipsum is that it has a more or less normal distribution of letters.
It is a long established fact that a reader will be distracted by the readable content of a page when looking at its layout. The point of using Lorem Ipsum is that it has a more or less normal distribution of letters.
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It is a long established fact that a reader will be distracted by the readable content of a page when looking at its layout. The point of using Lorem Ipsum is that it has normal distribution of letters.


text of the printing
Lorem Ipsum
text of the printing
Lorem Ipsum