Side by side

Compare the three partner packages

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

  Starter Partner$297 Elite Operator$697 Pro Partner$1,597
Your own EFIN required No No Yes
Prep-fee split 70% TaxCred Plus
30% you
60% TaxCred Plus
40% you
None
You keep 100%
Service bureau fee $69 per return $69 per return $69 per return
Software fee $45 per month $45 per month $45 per month
Best for Your first season Growing volume You already have your EFIN
  Choose Starter Choose Elite Choose Pro

Starter Partner

$297
  • Your own EFIN required No
  • Prep-fee split 70% TaxCred Plus / 30% you
  • Service bureau fee $69 per return
  • Software fee $45 per month
  • Software access Professional tax preparation software
  • Training Included
  • Support Included
  • Marketing support Included
  • Preparer seats Discussed on your call
  • Best for Your first season
Choose Starter

Elite Operator

$697
  • Your own EFIN required No
  • Prep-fee split 60% TaxCred Plus / 40% you
  • Service bureau fee $69 per return
  • Software fee $45 per month
  • Software access Professional tax preparation software
  • Training Included
  • Support Included
  • Marketing support Included
  • Preparer seats Discussed on your call
  • Best for Growing volume
Choose Elite

Pro Partner

$1,597
  • Your own EFIN required Yes
  • Prep-fee split None — you keep 100% of the preparation fee
  • Service bureau fee $69 per return
  • Software fee $45 per month
  • Software access Professional tax preparation software
  • Training Included
  • Support Included
  • Marketing support Included
  • Preparer seats Discussed on your call
  • Best for You already have your EFIN
Choose Pro

What you pay, beyond the package price. Every partner package carries 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.

Still deciding?

Answer six questions and we will tell you which package fits your EFIN status, your volume and your team — and why.

No cost, and no obligation to enroll.

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