Cloud‑based professional tax preparation, licensed to your firm and branded in your name, with a seat for every preparer on your team and a companion app on every seat. Your clients never see a vendor.
Every partner gets all five Systems Apps — tax, audit, accounting, insurance, and financial services — not only the one that matches the practice today.
This is the system your season runs on. It is licensed to your firm, carries your branding end to end, and is maintained, updated, and supported by us so you are never the IT department.
Your name and logo on the platform your preparers work in and on everything the client touches. No third‑party brand between you and your client.
Every preparer on your team works in the same system, on the same client records, wherever they are sitting. Seasonal staff come on and off without a re‑install.
Each licensed seat comes with the companion app, so the work does not stop when a preparer steps away from the desk.
Nothing to install, nothing to patch, no server in a closet. Updates and support are ours to handle.
The same client record carries into audit, accounting, insurance and financial services work without re‑keying anything.
White‑label rights are available, so the software can go out under another firm’s brand with you keeping the spread.
Every new return you file puts $425 of preparation revenue straight onto your bottom line. The audit, accounting, insurance, and financial services programs sit on top of that — for a practice at the U.S. average of $114,000, the four together are worth roughly $28,500 a year.
per return, to you
Based on the 2026 national average blended preparation fee across individual and business returns. Your 50% revenue share applies for the life of the client relationship, with no cap and no expiration.
| At this volume | Revenue to you |
|---|---|
| 25 new returns a year | $10,625 |
| 50 new returns a year | $21,250 |
| 100 new returns a year | $42,500 |
Illustrative, using published average engagement values and the 50% partner share. Not a guarantee, forecast, or earnings claim; what you earn depends on your client base, your market, and how many referrals you actually make.
If one of these is you, this is the page that launches your practice.
Built for a practice whose core service is preparation. The software is the foundation; the program is everything that keeps the practice full and earning after April.
The Tax Systems App branded to your firm, a seat for every preparer, the companion app on every seat, and the other four Systems Apps included.
Branded website, funnels, content, local search presence, and AI voice and chat coverage so calls in season do not go to voicemail. Entry tier or fully managed.
EIN and entity formation, audit protection, identity and credit protection, bank and refund products, and the cross‑industry referral programs.
Pricing, client acquisition, staffing, and expansion strategy, plus mentorship from operators who have run what you are running — available when you want it, never required.
When your volume outgrows your calendar, the Service Bureau track lets you license the same platform to other offices instead of hiring more preparers.
Pricing is set on the call. Every practice comes in at a different size, a different volume, and a different mix of service lines, so we price the partnership against yours rather than publishing a number that will not fit you. Bring the output from the calculator and we will work from your figures.
Your filing‑season client is a notice in June, books in August, a policy review in October, and a plan in December. The other four apps are how you keep that work instead of referring it away.
Run your own practice through the calculator, or book a 30‑minute fit call and we will do it with you.