Here's what you get:

• Unlimited E-File: Personal & Business Returns (1040, 1065, 1120, 1120S)

• All States Included

• Client App for clients to share and receive documents

• Refund Advance Setup

• Secure Document Upload & E-Signature Tools

• 7-Day Live Technical Support

• No Renewal or Annual Fees – Lifetime License Included

• Self Paced Lessons available for you and your team

Your One-on-One Personal Consultant

Every Service Bureau receives a dedicated consultant— your personal business partner for success.

Your consultant will help you:

• Set up and customize your CRM and website

• Build and onboard your ERO team

• Connect and activate bank products (TPG & Refund Advantage)

• Market your brand and attract new clients

• Assist in setting up your email campaigns for the 1st month (up to 2 campaigns a week)

• Troubleshoot software, bank, or client issues directly

• Access exclusive updates, promotions, and growth strategies