Professional Tax Software That Works As Fast As You Do
Compliant, modern, and actually easy to use. Prepare returns faster with built-in accuracy checks, bank products, and e-file—all in one place.
- IRS e-file compliant with automated error checks
- Bank products integrated (RAL, RAC) with disclosures handled
- Unlimited preparers and multi-office management included
The Problem
Clunky interfaces, hidden fees, and manual fixes steal your time. Training new staff is harder than it should be.
Our Solution
Modern interface, clear pricing, and guided review checks help you get accurate returns out the door—fast. Train a new preparer in a day, scale to multiple locations.
The Results
- Hundreds of accuracy checks before e-file
- Client portal + e-sign keeps documents moving
Everything You Need to File More Returns
Built for tax professionals who need speed, accuracy, and compliance without the headaches
Automated Error Checks
Hundreds of built-in validation rules catch mistakes before submission, reducing rejections and amendments.
Bank Products (RAL/RAC)
Offer refund advances and check options with integrated bank partners. All disclosures and compliance built-in.
IRS E-File Included
Submit federal and all 50 states directly from the software. Track acknowledgments and status in real-time.
Multi-User & Multi-Office
Unlimited preparers, role-based permissions, and location management. Scale from solo to franchise.
Client Portal & E-Sign
Clients upload documents and sign electronically. No printing, scanning, or chasing signatures.
US-Based Support
Talk to real tax software experts when you need help. Phone, chat, and email support during tax season.
Get Started in Minutes
From setup to first e-file in four simple steps
Sign Up & Setup
Create your account, add preparers, and connect your EFIN. Takes about 10 minutes.
Add Clients
Import from your old software or add manually. We handle data conversion for qualified plans.
Prepare Returns
Enter data or import. Our guided workflow and error checks keep you compliant.
E-File & Track
Submit with one click. Monitor status and get real-time updates on acceptances and rejections.
Pricing & Plans
All plans include updates, support, and accuracy checks. Bank product fees disclosed during enrollment as you grow.
Starter
Perfect for solo preparers
per season
- Up to 100 federal returns/season
- Unlimited state e-files included
- 1 preparer login
- Client portal & e-sign
- Email support
Pro
For growing tax businesses
per season
- Up to 500 federal returns/season
- Unlimited state e-files included
- Up to 5 preparer logins
- Bank products (RAL/RAC) enabled
- Priority phone & chat support
- Data conversion assistance
Enterprise
Multi-office & franchise
contact sales
- Unlimited returns
- Unlimited preparers & locations
- Advanced reporting & analytics
- Dedicated account manager
- Custom integrations & API access
- White-label options available
Trusted by Tax Professionals
See what preparers are saying about our software
"Switched from another provider and cut my return prep time by 30%. The error checks alone are worth it—haven't had a single rejection this season."
"I was nervous about switching mid-season, but the data import was flawless. Support walked me through every step. My clients love the portal."
"We run 3 locations now. The multi-office features and reporting are exactly what we needed. Training new preparers is way easier too."
Frequently Asked Questions
Everything you need to know about getting started
Yes—live onboarding plus tax training and software training included.
Yes. We’ll guide you through EFIN readiness and compliance steps.
Yes—through partnered banks, subject to eligibility and compliance. Disclosures provided during enrollment.
Most solo pros launch in days; small teams in 1–2 weeks depending on enrollments and data conversion.
Yes, in Pro and Multi-Office tiers.
No hidden fees. All costs are disclosed upfront—bank-product fees appear during enrollment.
We follow industry best practices (encryption, role-based access) and are IRS e-file compliant.
The Starter tier is designed for new or side-hustle preparers with simple workflows.
Yes—extended hours and priority routing for Pro and Multi-Office tiers.
No hidden fees. All costs are disclosed upfront—bank-product fees appear during enrollment.
Ready to file faster?
Join tax professionals who've streamlined their workflow with our modern, compliant software.
IRS e-file compliant • Bank-product options available with disclosures • No credit card required for trial