Choose Your Next Step.
Select the software and operational package tailored to your location model and business growth goals.
Single Office
One location. A focused foundation.
Package Inclusions
- One Location
Configured specifically for your single office site.
- Software
Professional cloud tax software for one location.
- Training
Foundational education on tax basics and software navigation.
- Launch Kit
Starter operational guides and preparation materials.
Multiple Office + Service Bureau
Support your plans for a broader operation.
Package Inclusions
- Multiple Offices
Setup and administrative tools for multiple locations.
- Reseller / Bureau Rights
Ability to serve as a service bureau for sub-preparers.
- Team Training
Group onboarding and administrative workflow guidance.
Contact us to confirm package scope, billing terms, eligibility, and applicable agreements. Franchise inquiries are handled separately from package purchases.