For tax professionals and entrepreneurs
Start, grow or power your tax business with TaxCred Plus.
Whether you are opening your first tax office, growing an existing one, or you just need professional tax software, there is a TaxCred Plus path built for where you are today.
Apply Now Compare the two paths
How would you like to work with TaxCred Plus?
Option 1
I want to start or grow my tax business with TaxCred Plus
The complete partnership and business-building path.
- New tax office: the TaxCred Plus Hub walks you through business setup, PTIN and EFIN requirements where applicable, compliance, software setup and training, client intake, CRM and automation, marketing, lead generation and launch readiness.
- Existing tax office: you do not start from the beginning. A readiness assessment checks what you already have and you only complete what is still needed.
Option 2
I already have or am building a tax business and need tax software
TaxCred Plus tax software under the applicable software and service bureau fee structure.
- Credential assessment to confirm the fee structure that applies to you
- Software onboarding, setup and training
- Support and resources until you are ready to prepare returns
- Need more than software later? You can move to the partnership path.
TaxCred Plus remains the service bureau and platform. A partner builds and operates their own tax business using TaxCred Plus infrastructure, software, training, systems and services according to their selected partnership. Partners do not become a TaxCred Plus service bureau and do not white-label TaxCred Plus.
Software and service bureau fees may decrease based on client/return volume. Higher volume may qualify for reduced fees.
Apply
Tell us where you are today
Answer a few questions and we will send your next step: your TaxCred Plus Hub account and the onboarding that fits your situation.
We only ask whether you have a PTIN or EFIN. Never enter a PTIN, EFIN, EIN or Social Security number on this form.
Questions? Email [email protected]