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1. Professional Tax Preparation Software
Explore software options designed to support tax return preparation workflows for independent preparers and tax offices. Depending on the selected platform and plan, capabilities may include:
- Federal and state individual return preparation
- Built-in diagnostics and return review tools, where available
- Electronic filing workflow and status tracking, where supported
- Desktop or web access options, depending on the platform
- Multiple preparer or office management, subject to plan
Available functionality varies by provider, subscription, and eligibility.
Discuss Software Options↗
2. Bank Product Information
Understand common tax-time payment options that may be available through participating bank partners and software platforms.
- Refund transfer and tax preparation fee disbursement options
- Direct deposit workflow information
- Refund advance program information, if offered by a provider
- Application steps, eligibility criteria, and provider terms
Bank products are offered by third-party providers. Approval, timing, fees, and availability are controlled by those providers and may change.
Ask About Bank Products⌘
3. Service Bureau & Reseller Packages
For business owners planning to support other preparers, we can discuss available software programs and the operational questions to resolve before launching or expanding a service bureau.
- Software package and access options
- Preparer onboarding and workflow considerations
- Questions about branding and reseller arrangements
- Support expectations and provider responsibilities
White-label, resale, and service bureau features are only available where expressly authorized by the software provider.
Discuss a Bureau Package◎
4. Training & Business Setup Guidance
Build familiarity with tax software workflows and the responsibilities involved in operating a tax preparation business.
- Software orientation and workflow training
- Preparer onboarding and office processes
- General information about PTIN and EFIN requirements
- Tax-season preparation and business planning topics
Training is educational and does not replace official IRS guidance, required credentials, or individualized professional advice.
Ask About Training