Frequently Asked Questions

Your software package includes everything you need to run and scale your tax business: a professional tax preparation platform, client management dashboard, e-filing capabilities, refund transfer options, customizable reporting, and access to service bureau tools that allow you to build and manage sub-offices if desired.

Yes! Our software allows for custom branding so your tax office’s name, logo, and colors are front and center. Your clients will see your brand — not ours — when interacting with portals, forms, and communications.

We offer full onboarding support, including live setup assistance, video tutorials, and detailed help guides. Plus, our customer support team is available year-round via phone, email, and chat to answer any questions you or your team may have.

This varies based on your package (some tiers have unlimited users while some are limited). Please contact us for more information: [email protected]

Yes, our software seamlessly integrates with major banks offering refund transfers, refund advances, and check printing services. You’ll have access to competitive products to better serve your clients and maximize your revenue.

Absolutely. Our platform is updated annually to reflect all federal and state tax law changes. It’s also fully compliant with IRS regulations, including all necessary security and encryption standards.

Yes! As a service bureau owner, you can create sub-offices, manage their pricing, set fees, and even earn revenue from their activity. Our platform includes a Service Bureau Management Portal to track and oversee your network with ease.

Security is a top priority. Our software uses bank-level encryption, secure data centers, automatic backups, and multi-factor authentication (MFA) to protect your business and your clients' sensitive data. We are compliant with IRS Publication 4557 requirements.

We offer flexible pricing models, including one-time fees or payment plans. There are no hidden costs for e-filing or check printing — everything is transparent and designed to help you maximize your profits.

Yes. You retain full ownership of your client database. If you decide to move on, you can request an export of your client records and associated tax documents at any time.