Premier Tax Pro CRM & Software Partnership Packages
Tax Business Essential
Great for
beginners
No EFIN required
TaxSlayer Pro
Web based, use on any computer
Individual & Schedule C Tax Returns
All State Returns
Free e-filing
Cash Advances Up to $7,000
File now, pay later options
70/30 Revenue Share
Free customer support
No hidden fees
Self-Paced
Comprehensive Training Program
Tax Business Growth
Done With You
Great for
NEW/Growing
Tax Offices and Preparers
EFIN Required
TaxSlayer Pro
Web based, use on any computer
Individual & Schedule C Tax Returns
All States Returns
Free e-filing
Cash Advances Up to $7,000
File now, pay later options
On-site check printing software
Tax Business CRM
Tax Business Website/Funnel
Sales Pipeline and Workflow
Tax Business Automations
Appointment Calendar
Social Media Planner
Client Forms
No hidden fees
Unlimited Users
Effective marketing strategies
Weekly on demand 1-on-1 coaching
Keep 100% of your revenue
Fees paid out directly to you
Tax Business Automator
Done For You
Great for SCALING
Tax Offices and Preparers
EFIN Required
Custom Built CRM
Dedicated Phone System (Calls and SMS)
Tax Business Website/Funnel
Sales Pipeline and Workflow
Tax Business Automations
Appointment Calendar
Social Media Planner
Client Forms
Payment Processor
Comprehensive Training Program
Marketing and Business Development Support
All States Returns
Free e-filing
Cash Advances Up to $7,000
File now, pay later options
On-site check printing software
Free customer support
No hidden fees
Unlimited Users
Effective marketing strategies
Weekly on demand 1-on-1 coaching
Keep 100% of your revenue
Fees paid out directly to you
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