Compare Plans
Every plan now includes desktop install AND secure web portal — pick by volume, not delivery.
Pay-Per-Return
Occasional preparers and side-gig filers — no annual commitment
$299 signup + $20/e-filed return- Current 3 Tax Years Included
- Web Version only — Apple/Mac compatible
- All 1040 Forms & Schedules
- All State Tax Forms Included
- 1120-S & 1065 Corporate Returns Included
- Bank Product Integration
- Optional Service Bureau Fee (you set it)
- Pay only for returns you file
- No desktop install / other corporate forms not available
Essentials
Solo preparers and small offices — desktop + web included
$679 /year — unlimited 1040 e-filing- Desktop Install + Web Portal both included
- Current 3 Tax Years Included
- All 1040 Forms & Schedules (Free Unlimited e-File)
- All State Tax Forms Included
- Bank Product Integration
- Optional Service Bureau Fee (you set it)
- Install: Unlimited Networked Computers
- Install: Other Corporate Forms $45 each
- Web: 1120-S & 1065 Included / Apple & Mac Compatible
- Web Includes 3 Preparers
Professional
Multi-preparer firms and corporate filers — the full suite
$849 /year — unlimited all-form e-filing- Desktop Install + Web Portal both included
- Current 3 Tax Years Included
- Everything in Essentials, plus:
- Ez-Interview Mode & "What if?" scenarios
- Optional Service Bureau Fee (you set it)
- Install: All Corporate Forms Free — 1120/1120S/1065/1041/706/709/990/5500
- Install: Unlimited Networked Computers
- Web: 1120-S & 1065 Included / Apple & Mac Compatible
- Web Includes 10 Preparers
| Feature Comparison | Pay-Per-Return | Essentials | Professional |
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Desktop Install Work offline, full local control of returns |
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Secure Web Portal Access returns from any device, anywhere |
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1040 E-Filing Current 3 tax years, all 1040 forms and schedules |
$20 / return | ||
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Current 3 Tax Years Included Prior years available via Archive Version addon ($249, install only) |
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State Tax Forms All state 1040 forms and schedules |
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1120-S & 1065 Corporate Returns S-Corp and Partnership returns (available on Web Version) |
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Other Corporate Forms 1120, 1041, 706, 709, 990, 5500 (desktop install only) |
$45 each | ||
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Integrated Easy Interview Q&A-style entry to simplify preparing taxes |
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"What if?" Scenario Mode Test tax outcomes without saving changes (desktop) |
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Web Preparers Included Additional preparers $35/each on Essentials & Professional |
1 | 3 | 10 |
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Networked Computers (Install) Run on multiple computers in the same office |
Unlimited | Unlimited | |
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Automatic Cloud Backup Full secure online backup daily |
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Bank Product Integration Offer loans, prepaid cards, printed checks |
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Optional Service Bureau Fee You set your own rate — we don’t force one like competitors do |
You set it | You set it | You set it |
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Free Software Conversions Data conversions from other tax software |
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Apple / Mac Compatible Via web portal from any modern browser |
Frequently Asked Questions
Quick answers to the things prospects ask us most often.
Because we have been in good standing with our partners for so long, we receive incredible bulk discounts. Instead of pocketing those benefits we pass as much of the savings as possible down to our clients.
Yes. Being a Tax Service Bureau gives us benefits over traditional resellers. We offer services other resellers don’t — top-tier customer support, paperless client-portal integration, and aggressive discounts off full retail.
We’ve been in business since 2009. Our internal development team has over 20 years of software and web development experience, which lets us offer additional products and services tailored to our customers’ real needs.
Yes. It’s always best to pay in full earlier in the year to lock in the best possible rate, but we offer payment plans starting at $100 down. Call us and we’ll set up a plan that works for your business.
Every plan includes the current 3 e-filable tax years. For older years, the Archive Version addon is $249 and provides prior install-version years. (Archive is install-only; Pay-Per-Return customers cannot use it.)
You can push returns from your desktop install up to the web portal any time (great for cloud backup or filing from the web). Pulling returns from web back down to desktop is handled as an end-of-year import for $150.