Professional Tax Software Packages For Every level
Whether you're starting with a PTIN, operating with an EFIN, building a reseller team, or launching a service bureau, compare Tax Boss Suite packages for professional software, training, business support, and growth systems.
PTIN to Profit Partnership
Start preparing taxes without having your own EFIN.
The Starter Suite is built for new PTIN holders who need professional tax software, practical training, return review, and business support.
Keep 70% of your preparation fees while learning how to serve clients accurately and build a structured tax business.
Best for: New tax preparers and PTIN holders.
ERO Scale Lab Partnership
Already have your EFIN? The Pro Suite is built for EROs ready to operate their own tax business with professional software, training, systems, and ongoing business support.
There is no revenue share. Keep 100% of your preparation fees while building and growing your independent tax office.
You built the business.
You brought the clients.
Now keep your money and operate like the boss you are.
Best for: EFIN Holders & established EROs
Tier 3: Elite Suite
Turn your EFIN, experience, and industry knowledge into a scalable reseller business. The Elite Suite provides professional tax software, reseller access, team - building training, and business - growth systems.
Keep 100% of your preparation fees while creating additional revenue by selling software packages and supporting other tax professionals.
Best for: EFIN holders ready to recruit a team and resell tax software.
Service Bureau partnership
Build beyond your own tax office. The Legacy Suite is designed for established tax professionals ready to launch or scale a service bureau, recruit partners, and support multiple tax businesses.
Receive service bureau-level strategy, professional software infrastructure, partner-development systems, and guidance for building a business that grows beyond your personal client list.
Best for: Established tax professionals ready to become service bureau owners.
Professional Tax Software Packages
Choose the Partnership that matches your next level
Explore four Tax Boss Suite partnerships designed for PTIN holders, EFIN holders, software resellers, and established tax professionals ready to build a service bureau.
Tier 1:
PTIN to Profit Partnership
Designed for new tax preparers who need professional software, training, return review, and support while building their business
Revenue share: 70/30
$99
Tier 2:
ERO Scale Lab Partnership
Built for EFIN holders ready to operate their own tax business with professional software and training, systems.
Returns will not be reviewed.
Revenue Share: NONE
$199
Tier 3:
The Reseller Wealth Lab Partnership
Built for experienced tax professionals ready to recruit a team, resell tax software, strengthen their brand, and create additional revenue.
Revenue Share: NONE
$799
Tier 4:
Service Bureau Partnership
Built for established tax professionals ready to lead a high-performing team and launch or scale their own tax service bureau
REVENUE SHARE: NONE
$1,499
Tax Software, Training & Business Support in One Suite
Tax Boss Suite combines professional tax software, practical tax education, compliance guidance, marketing resources, and business systems to help tax professionals launch, operate, and scale with confidence.
Tax Education & Compliance
Professional Tax Software
Tax Software Training
Tax Law Education
Annual Tax Law Updates
IRS Due Diligence Training
PTIN and EFIN Registration
Bank Product Enrollment Guidance
Business Growth & Operations
Team Recruitment Strategies
Tax Preparer Training Systems
Client Attraction Strategies
Referral Program Development
Payroll Setup Guidance
Live Event Planning
Business Coaching and Planning
sBranding, Marketing & Support
Marketing Tools and Resources
Brand and Logo Support
Website Support
Social Media Training
Client Forms and Templates
Business Blueprint
Technical Support
Features and support vary by partnership tier. Review each package for complete eligibility, pricing and benefit details.
Why Tax Boss Suite
More than software.
a partner for growth.
Tax Boss Suite is built for tax professionals who want more than a login and a support number. We combine professional tax software, practical training, business systems, and growth opportunities to help you operate with structure and scale with confidence.
Benefits
Professional Tax Software
Step-by-Step Software Training
Tax Education & Compliance Guidance
PTIN, ERO, Reseller and Service Bureau Pathways
Marketing and Team-Building Systems
Year-Round Community and Business Support
Tax Boss Suite
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