1. Premium Cloud-Based Tax Software

Get everything you need to prepare taxes confidently and professionally—no extra modules, no hidden fees.

✔ Access to all years back to 2018

✔ Unlimited Federal & State E-Filing

✔ All States Included — No Paywalls

✔ Secure Client Mobile App (Upload, Chat, Track Refunds)

✔ Built-In Digital Signatures

✔ Dedicated Support Team & Onboarding

✔ Bank Product Ready (Refund Advance Options)

2. All-in-One CRM + AI Marketing Engine

Turn leads into paying clients and automate your entire front office with one powerful platform.

✔ Smart Client CRM: Texts, Emails, Appointments, Pipelines

✔ Google Review Automation Tools

✔ Missed Call Recovery Automation

✔ Social Media Scheduler & Content Tools

✔ Built-in Booking Automations

✔ AI Website Chat/Booking Assistant & AI Receptionist option available

✔ Cancel All Those Extra Apps — It’s All Here

3. Bank Product Integrations

Offer clients flexible options to file their taxes and receive their funds..

✔ Offer "No Money Paid Upfront" option.. you can just take it out the check

✔Offer Refund Anticipation Loans of up to 7K-a Path Act workaround

✔ Create a competitive advantage instantly

4. Premier Tax Pro Business Growth Resource Hub

Level up your skills and team with an ever-growing training vault designed to help you scale fast.

✔Virtual Tax Prep Bootcamp: Software training + team exercises

✔ Irresistible Offer Frameworks: Attract & convert higher-paying clients

✔ Systemized 10X Referral Plan

✔Automated Google Review System

✔ Client Nurture System: Year-round texts/emails to boost retention

✔ Constantly Updated with Templates, Tools, and Campaigns

• BONUSES:

  • Exclusive Collective Community: Connect and collaborate with fellow tax pros (Valued at $197/month).

  • Integrated Financial Services Referral Platform: Automatically offer valuable services within your CRM and earn commission splits.

  • Done-For-You Outreach Templates: Pre-installed in your CRM for seamless communication.