TaxCred Plus Partner Packages

Run your tax office on software built for tax offices

TaxCred Plus gives new and established preparers the software, systems, training and support to file this season — with or without your own EFIN.

Find my package Compare all three

Three ways to partner

Same software underneath. What changes is the EFIN requirement, the prep-fee split, and the price.

Starter Partner

$297
  • No EFIN required — you file under TaxCred Plus
  • Prep-fee split: 70% TaxCred Plus / 30% you
  • Software, systems, training and support

Best if you are opening your first office this season.

Choose Starter
Step up your split

Elite Operator

$697
  • No EFIN required — you file under TaxCred Plus
  • Prep-fee split: 60% TaxCred Plus / 40% you
  • what else Elite includes

Best if you are already filing volume and want to keep more of every fee.

Choose Elite
Your own EFIN

Pro Partner

$1,597
  • Your own EFIN is required
  • No prep-fee split — you keep 100% of the preparation fee
  • Software, systems, training and support

Best if you already have your EFIN and you are building your own book.

Choose Pro

What you pay beyond the package price. For applicable partner packages the current fees are a service bureau fee of $69 per return and a software fee of $45 per month.

Pricing may decrease based on volume. As a partner’s client and return volume increases, service bureau and/or software fees may be reduced.

What every partner gets

The software

Professional tax preparation software.

Training

Training on the software and the office workflow.

Support

Support from the TaxCred Plus team through the season.

Systems

The office workflow, from client intake through to return delivery.

No EFIN? No problem

Starter and Elite partners file under TaxCred Plus, so you can open this season.

Room to grow

Move up a package, or on to your own service bureau, when the volume is there.

Who this is for

This fits you if

  • You are opening your first tax office.
  • You already prepare returns and want better software and support.
  • You have an EFIN and want to keep 100% of your preparation fees.
  • You want to build a book of clients, not just file your own returns.

This is not for you if

  • You only need your own personal or business return prepared — that is our tax preparation service.
  • You want to build your own branded software company and recruit your own tax offices — that is the Service Bureau Start-Up.

Questions people ask before they choose

Do I need an EFIN?

Not for Starter Partner or Elite Operator — with those you file under TaxCred Plus. Pro Partner requires your own EFIN, which is what lets you keep 100% of the preparation fee.

How does the prep-fee split work?

Your package sets the split. Starter is 70% TaxCred Plus / 30% you, Elite is 60% / 40%, and Pro carries no split at all — you keep 100% of the preparation fee.

What are the ongoing costs?

A service bureau fee of $69 per return and a software fee of $45 per month. Pricing may decrease based on volume.

When can I start filing?

We go through timing with you on your partner call.

Can I upgrade later?

Yes. Move up a package when your volume is there — we go through the path and the pricing on your partner call.

Not sure which one fits?

Six questions, about a minute. We will point you to the package that matches your EFIN status, your volume and your team — and tell you why.

Find my package Rather talk it through

No cost, and no obligation to enroll.

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TaxCred Plus partner packages are a business-to-business software, training and support offering for tax preparation offices.