Supports All States
Prepare federal and state returns with reliable coverage for your clients.
Professional tax software starting at $297 annually — training,
support and CRM included.
Powerful. Affordable. Complete.
Professional Tax Software
Everything you need to operate and grow a successful tax business—professional software, unlimited e-filing, training, technical support and a powerful CRM system.
All States Supported
Unlimited Preparers
Training Included
Annual Price
$297
Everything Included
Built for tax professionals who want to grow
Get the software, tools and support needed to serve your clients and build a stronger tax business.
Unlimited Preparers
Add preparers and grow your office without unnecessary user restrictions.
Unlimited E-Filing
File returns throughout tax season without per-return e-filing limits.
Technical Support
Receive assistance from a support team that understands professional tax software.
Training Included
Learn your software and onboarding process before tax season begins.
CRM System Included
Manage leads, follow-up, appointments and client communication in one place.
Choose Your Platform
Select the software that fits your business
Our team can help you compare options and determine the best platform for your tax office.
OLT
- Cloud-based workflow
- Easy setup
- Great for growing offices
CrossLink
- Professional tax tools
- Bank product support
- Built for high-volume offices
TaxWise
- Trusted professional platform
- Flexible office options
- Experienced preparer workflow
TaxSlayer
- Online professional software
- Simple navigation
- Ideal for virtual offices
Annual Software Offer
Start your tax business with the right tools.
Professional tax software plus onboarding, training, technical support and CRM tools.
- Supports all states
- Unlimited preparers
- Unlimited e-filing
- Training included
- Technical support
- CRM included
- Quick setup
- Business growth tools
Simple Process
From interest to setup in four steps
Submit Your Information
Tell us about your tax business and software needs.
Speak With a Specialist
We help you compare software and confirm the best fit.
Complete Enrollment
Finish your payment and required onboarding documents.
Setup and Training
Receive software access, training, CRM setup and support.
Frequently Asked Questions
What tax professionals want to know
Which software programs can I choose from?
You can request OLT, CrossLink, TaxWise or TaxSlayer. A specialist will help you compare your options.
Is training included?
Yes. Training and onboarding support are included to help you prepare for tax season.
Do I receive a CRM system?
Yes. CRM tools are included for lead management, follow-up, appointments and client communication.
Can you assist with my EFIN?
EFIN guidance may be available. Speak with a software specialist about your current status.
How quickly can I get started?
Timing depends on your software selection, completed enrollment documents, payment and provider approval.
Ready to choose your tax software?
Call today or submit the form to speak with a software specialist.
Offer valid until September 1, 2026. Minimum 100 funded bank products required by March 31, 2027. Partner banks: Santa Barbara, Refundo, Refund Advantage, EPS.