Most Popular
1040-SR
Powered by TaxSlayer — full-service 1040 preparation for growing practices, desktop install or in the browser.
- ✓Unlimited returns & e-file
- ✓TaxSlayer-powered platform
- ✓Desktop and web editions
- ✓Multi-state forms library
What's your effect?Enroll
The Tax EffectScale Your Tax Business
What's your effect?
Professional tax software for PTIN preparers and EFIN owners. Unlimited returns, year-round mentorship, and premium bank product integration.
Authorized Bank Partners
Refund Advantage
Santa Barbara TPG
Republic Bank
Refundo
Unlimited 1040 Returns
Software options
Three platforms. One standard.
Drake Professional
1040-DR
Powered by Drake Professional Tax Software — desktop power with remote signature and intake for preparers working across markets.
- ✓Unlimited returns & e-file
- ✓Drake-powered platform
- ✓Remote signature & client portal
- ✓Republic & TPG enabled
Enterprise
1040-TW
Powered by TaxWise — run your tax office on desktop or entirely in the cloud, any device, real-time team access.
- ✓Unlimited returns & e-file
- ✓TaxWise-powered platform
- ✓Desktop and web editions
- ✓Browser based, no install
Cloud Native
1040-OL
Powered by OLT Pro — browser-based 1040 preparation built for speed, with bank product integration and multi-user access.
- ✓Unlimited returns & e-file
- ✓OLT Pro-powered platform
- ✓Fully cloud based, no install
- ✓Refund Advantage & TPG enabled
Crosslink
1040-CL
Powered by Crosslink 1040 — desktop and cloud tax software with a deep form library and advanced bank product support.
- ✓Unlimited returns & e-file
- ✓Crosslink-powered platform
- ✓Desktop and cloud editions
- ✓Refundo & Republic enabled
Packages
Choose your effect
1The PTIN Effect
Preparer Start
Per season · PTIN holders
Starting
$199
- 1040-SR (TaxSlayer) desktop or web
- Unlimited returns & e-file
- Refund Advantage or TPG setup
- 70/30 preparer fee split
- Onboarding + software training
- Email & chat support
Popular
Preparer Pro
Per season · Most chosen
Starting
$399
- 1040-SR (TaxSlayer) desktop + web
- Unlimited returns & e-file
- 80/20 preparer fee split
- Refund Advantage + TPG bank products
- Weekly live training calls
- Year-round mentorship
- Marketing kit & client intake forms
2The EFIN Effect
Office Owner
Per season · EFIN required
Starting
$599
- Choose: TaxSlayer, TaxWise, Drake, OLT Pro, or Crosslink
- Unlimited returns & e-file
- Unlimited users
- All bank products + fee splits
- Back-office reporting dashboard
- Year-round mentorship
- EFIN application assistance
3The Service Bureau Effect
Popular
Service Bureau
Per season · Build your network
TaxSlayer$2,499
TaxWise$3,499
Drake$4,499
OLT Pro$2,999
Crosslink$3,799
- Unlimited returns & e-file
- Unlimited sub-offices & seats
- Set your own preparer pricing
- Override on every funded return
- Dedicated bank product liaison
- Private mentorship & recruiting playbook
- Priority season support line
- Tech support
- Co-branding & logo assistance
Bank products
Get your clients funded
Refund Advantage
Taxpayer advances, fee collection, and preparer fee advances.
Santa Barbara TPG
Fast Cash Advance, Pre-Season Advance, and refund transfers.
Republic Bank
Available on 1040-TW and 1040-DR with easy advance approvals.
Refundo
Refund transfers and preparer fee deductions across desktop and web software.
Republic Bank is available on the 1040-TW and 1040-DR platforms. Bank product approval is subject to each bank's underwriting.
Training & mentorship
Year-round, not just January
Every package includes access to our training library and live coaching. Off-season we build your skills and your book of business; in season we keep you funded and compliant.
- Live weekly classes from May through April
- Software walkthroughs and due-diligence training
- One-on-one mentor assigned to every preparer
- Season-long support line and group chat
- Marketing, pricing, and client retention coaching
Enrollment
Start your season
Tell us where you are — PTIN preparer or EFIN owner — and we'll match you to the right package and get your software and bank apps submitted.
1
PTIN Preparers
Low-cost entry for individual preparers working under shared EFINs.
2
EFIN Owners
Tailored packages for multi-office owners and bureau setups.