Everything you need to run your tax business smoothly, from client management to e-filing, in one easy-to-use platform.
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Here's what you get:
2025 Professional Web-based Tax Software
Bank Products with SBTPG
➤ Offer advances up to $6,000 to your clients upon bank approval.
➤ Client pays no upfront preparation fees (deducted from refund amount).
➤ Auto-Collect
➤ Credit/Debit card processing for clients that pay tax preparation fees upfront.
➤ Marketing Materials
Tax Updates presented by Instructor in mid to late December
In-Season Return Assistance
Access to private Facebook group