Holder-Only Access Holder-Only Access
Build smarter with essential tools.
/ season
Everything an independent ERO needs to prepare returns and file with absolute confidence.
Package Core
Essential tools Quick setup Core support Choose Starter Included Capabilities
Full 1040 Individual Tax Software All 50 States Included with Free E-Filing Online Cloud Access To Software 24/7 Seamless Conversions From Prior Programs IRS-Compliant Digital E-Signatures Mac & PC Cross-Platform Compatibility Preparer Training & Onboarding Standard Email & Ticket Support Holder-Only Access Move faster with integrated workflow.
/ season
Designed for scaling offices requiring advanced automation, integrations, and priority analyst care.
Package Core
Advanced features Integrations Priority support Choose Pro Included Capabilities
Everything in Starter, plus: Custom-Built Integrated Tax Office CRM One-Tap Zoom Live Analyst Video Support Mobile Link Remote Smartphone Filing Funded Automated Referral Platform Pre-Season Loyalty Advance Capital Mass SMS Broadcast & Client Messaging Intelligent Call Tracking & Audio Routing Full Suite Holder-Only Access
Scale with confidence across all offices.
/ season
The complete enterprise ecosystem with custom white-labeling, sub-licenses, and executive VIP support.
Package Core
Full suite Custom setup VIP support Choose Elite Included Capabilities
Everything in Pro, plus: Corporate & Entity Software (1120, 1120S, 1065, 990) Custom White-Label Portal & Firm Co-Branding Unlimited Reseller Sub-Licenses Multi-Branch Master Bureau Dashboard Executive Business Strategy Coaching Dedicated VIP Support Queue & Account Analyst Complete Custom Setup & Bank Registration Holder-Only Access: Exclusive Pricing for Verified EROs & EFIN Holders
All packages include free federal & 50-state electronic filing with 24/7 cloud software access. Licensing terms, bank products, and funded referral platform access are confirmed during your consultation.
