LEARN HOW TO GROW YOUR OWN PROFITABLE, TAX OR SERVICE BUREAU BUSINESS
The Tax Pro Software Team specializes in helping Tax Professionals and Service Bureau expand rapidly, and learn how to grow a massive business operation. We provide the systems, coaching and back in support to help you grow powerful network while keeping hundred percent of your tax preparation fees. As a partner with The Tax Pro Software Team , you have the ability to build a team of unlimited tax partners and unlimited service bureaus under your network, which allows you to scale production, increase revenue screams, and expand nationwide.
THE TAX PRO SOFTWARE ★ ★★★★ 5 STAR RATINGS ⇧ PROVEN RESULTS - THE TAX PRO SOFTWARE ★ ★★★★ 5 STAR RATINGS ⇧ PROVEN RESULTS - THE TAX PRO SOFTWARE ★ ★★★★ 5 STAR RATINGS ⇧ PROVEN RESULTS
YOUR JOURNEY TO FINANCIAL FREEDOM BEGINS HERE
With the Tax Pro Software team, you are supported by a full ERO support team that assist both you and your partners every step of the way. Our Support Team helps with onboarding, systems, training, ticket management, compliance, and day-to-day operational guidance. This ensures your business runs smoothly while you focus on growth and leadership. When your partners need help our team is there to provide quick and professional assistants, so you can continue to expand without being overwhelmed by support demands.
JOIN THE TAX PRO SOFTWARE TEAM
WHERE TO START
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STEP ONE:
Make a Payment To Secure Your Package
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STEP TWO:
Sign your Service agreement to Activate Your Account
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STEP THREE:
complete the account set up form, & your software will be sent to you
with login, credentials, & instructions
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STEP FOUR:
get access to our training and community to start building your business
The Tax Pro SoftwareTier 3 Package is designed for tax professionals who
want to launch and grow a profitable reseller business. You will learn how to resell
software, set up your operation correctly, attract clients, and manage a successful and
compliant office.
With this package, you can bring on unlimited PTIN & EROs tax preparers, and you
keep 100% of your prep fees, doc prep fees, e-file fees, audit fees, and earn a
percentage of the service bureau fee. You also gain access to our ERO Support Team
Portal to help you and your preparers throughout the tax season with training. EFIN and
PTIN are required to operate under this package.
A valid PTIN (Preparer Tax Identification Number) and EFIN (Electronic Filing
Identification Number) are required to operate as a tax professional with this package.
Our dedicated ERO Support Team is available to assist you through the PTIN and
EFIN application process, ensuring you’re set up for success quickly and efficiently.
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TIER 1
ONLY $89 WAS $199
The Tax Pro Sotware is crafted for tax professionals beginning their journey in the tax industry. Every tax return will be carefully reviewed before submission to the IRS, ensuring precision and compliance.
Join our revenue share program today for just $89! You’ll receive 70% of the fees from your client tax preparation, plus benefit from a thorough review of each return prior to IRS submission. Please note that a PTIN (Preparer Tax Identification Number) are required to operate. Equip yourself with the tools to confidently grow your tax business
TIER 2
ONLY $199 WAS $599
The Tax Pro Software Tier 2 Package is designed for tax professionals who
want to launch and grow a profitable tax business. You will learn how to set up your
operation correctly, attract clients, and manage a successful and compliant office.
With this package, you can bring on unlimited PTIN preparers, and you keep 100% of
your prep fees, doc prep fees, e-file fees, and audit fees. You also gain access to our
ERO Support Team Portal to help you and your preparers throughout the tax season
with software updates and training. EFIN and PTIN are required to operate under this
package.
A valid PTIN (Preparer Tax Identification Number) and EFIN (Electronic Filing
Identification Number) are required to operate as a tax professional with this package.
Our dedicated ERO Support Team is available to assist you through the PTIN and
EFIN application process, ensuring you’re set up for success quickly and efficiently.
TIER 3
ONLY $799 WAS $999
TIER 4 SERVICE BUREAU
ONLY $1,499 WAS $1,999
The Tax Pro Software is built exclusively for service bureaus who are ready to scale fast and operate with full control. This package allows you to keep 100% of your tax preparation fees, transmitter fees, document preparation fees, e-file fees, service, bureau fee, and audit fees, while building and managing a growing tax network with no limits.
With Tier 4, you have the power to bring on unlimited tax partners and unlimited service bureaus under your organization creating multiple revenue streams every tax season.
You maintain full control of all fees and have the ability to set maximum add-on fees, giving you complete flexibility and authority over your pricing and profits. This package is designed to help you structure, manage, and expand a successful service bureau operation with strong branding, proven recruitment systems, and ongoing operational support. From marketing strategies to team development, you will Learn exactly how to grow your partner network at a major scale while maintaining compliance and strong production performance.
A valid PTIN (Preparer Tax Identification Number) and EFIN (Electronic Filing Identification Number) are required to operate as a service bureau with this package. Our dedicated ERO Support Team is available to assist you through the PTIN and EFIN application process, ensuring you’re set up for success quickly and efficiently.
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WHAT YOU WILL GET FROM US
TRAINING & TECHNOLOGY
With The Tax Pro Software Team, you can successfully operate your own tax business backed by a trusted and established company. From day one, you receive the essential tools, technology, and instruction needed to build a profitable and scalable business.
ERO SUPPORT
We provide a dedicated ERO Support Team to assist you with software setup, bank product enrollment, EFIN compliance, client troubleshooting, and daily operational needs, ensuring smooth performance all season long.
SOFTWARE TRAINING
We offer consistent step by step training to help you master the system. From basic navigation to advanced return types, you will learn how to complete returns quickly and accurately to serve more clients in less time.
TAX EDUCATION & COMPLIANCE TRAINING
We keep you up to date with tax law changes, due diligence requirements, and proper documentation. Our focus is helping you operate efficiently, ethically, and with full compliance, protecting your business from day one.
SERVICE BUREAU TRAINING
For those scaling a team, we provide guidance on building a strong service bureau infrastructure including compensation options, onboarding systems, support processes, and leadership strategies to help your network grow successfully.
TEAM BUILDING & RECRUITING TRAINING
We teach you how to attract motivated partners and build a productive team. You will learn how to identify leaders, develop their skills, and create a winning environment that drives high performance and long-term growth.
BRANDING YOUR BUSINESS
We help you position your brand professionally and confidently in the marketplace. From marketing materials to branding guidance, our resources ensure your business stands out, builds trust, and attracts quality clients and partners.
MARKETING STRATEGIES
Client acquisition is the most important part of tax season success. With our proven marketing playbooks and daily strategy support, you will learn how to consistently bring clients in the door using advanced digital marketing and field marketing techniques.
WEEKLY GROUP TRAINING
You will receive weekly live training sessions on Zoom covering software, marketing, operations, and business development. These group trainings allow you to learn new skills, get questions answered, and stay motivated while growing your business alongside other professionals.
Our focus is, and has always been, on helping the independent tax professionals remain competitive in their markets. Last year, our system serviced more than 30,000 tax offices and issued more than $1 billion in advance loans to taxpayers. We also partner with and are integrated in more than a dozen tax software programs, making Refund Advantage an easy switch for most tax offices.
BANKING PARTNERS
Refundo provides tax professionals with a bank product-processing platform that minimizes your costs and facilitates new business. Refundo partners with leading financial institutions so customers can cash their checks nationwide for a low flat fee. The Refundo Dashboard allows you to be more productive and saves you time during tax season. It’s packed with tools and features
Founded in 1991, Santa Barbara Tax Products Group (TPG) became a Green Dot company in 2014. TPG serves consumers nationwide with tax-related financial products and services that provide value, are fairly priced, and satisfy consumer needs. TPG
offers tax-related financial products through a network of tax preparation franchises,
independent tax professionals, and online tax preparation providers. TPG is located in
San Diego, California.
