Let's Get You Started

An active, IRS-approved EFIN is required in order to access and use professional tax software.

For ERO's Using Bank Products

What's Included With

Ultimate Tax Software System:

$111

Software System Only

  • TaxSlayer Pro Web or OLTPro

  • YOU Keep 100% Tax Prep Fees

  • YOU Keep 100% E-File Fees

  • YOU Keep 100% Doc Prep Fees

  • Individual 1040 & 1040NR

  • Business 1041 1065 1120 1120s 990

  • Unlimited E-Filing Fed & State

  • 5 Prior Years Access

  • Bank Enrollment Done For You

  • BP Volume Based Rebates

  • Low $29.95 Service Bureau Fee

  • Print Checks From Your Office

  • Offer $7,000 Refund Advances

  • Your Logo On Software (OLTPro)

  • Your Logo On Mobile App

  • Add Unlimited Tax Preparers

  • Digital Signature Compatible

  • Top-Rated Tech Support

Success Fast Track

Tax Business Accelerator

Business Growth Coaching

Only $444 Upgrade!

Add this upgrade and unlock the blueprint! Mentorship, tools, and proven growth systems that top earning tax pros use.

  • Tax Pro Marketing Playbook

  • Live Tax Season Q&A Support

  • Live Zoom Business Coaching

  • AI Business Marketing Course

  • "All Season Money" Course

  • Business Growth Tools

  • Tax Business Resource HUB

  • Social Media Templates

  • Website Templates (Canva)

    Done-For-You

    Essential Cognito Forms:

  • Engagement Agreement

  • Consent Forms

  • Client Intake Questionnaire

  • Due Diligence Questionnaire

  • Schedule C Questionnaire

No EFIN?

Let's Fix That!

Virtual Tax Business Start-Up

Only $111!

  • Building Business Foundation

  • Step-By-Step Course

  • IRS EFIN App Assistance

  • IRS PTIN App Assistance

  • Practice Tax Returns

  • TaxSlayer Demo Login

    BONUS If EFIN Approved:

  • TaxSlayer Pro Software

  • Bank Product Enrollment DFY

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SMART TAX SOFTWARE USAGE POLICY: Our tax software system is exclusively and specially designed for ERO's that actively use bank products such as: Refund Transfers and Refund Advances to keep our system efficient and aligned with our service model. We appreciate your understanding and partnership as we continue to support your success! We Respect Your Privacy & Information.