Curated Tax Software Packages for Different Skill Levels
Easy Tax Co. offers a range of tax software packages designed for different tax preparation skill levels. Whether you’re a beginner seeking to learn the basics or a tax professional looking to level up your knowledge, we have you covered.
Curated Tax Software Packages for Different Skill Levels
Easy Tax Co. offers a range of tax software packages designed for different tax preparation skill levels. Whether you’re a beginner seeking to learn the basics or a tax professional looking to level up your knowledge, we have you covered.
Banking Partners
Refund Advantage
Refund Advantage’s mission has always been to empower independent tax professionals to stay competitive in an ever-changing market. Last year alone, their platform supported over 30,000 tax offices and helped issue more than $1 billion in advance loans to taxpayers. With seamless integration into over a dozen leading tax software programs, switching to Refund Advantage is simple, efficient, and designed for your success.
Refundo Bank
Refundo Bank offers a powerful, cost-effective bank product processing platform that helps tax professionals grow their business. Through strategic partnerships with top financial institutions, they make it easy for your clients to cash refund checks nationwide at a low, flat fee. Their intuitive dashboard streamlines your workflow, boosts productivity, and saves valuable time during the busy tax season. It is also packed with smart tools and features to help you succeed.
Santa Barbara Tax Product Group (SBTPG)
Founded in 1991, SBTPG provides tax-related financial products and services for consumers nationwide. Now a Green Dot company proudly headquartered in San Diego, CA, SBTPG is committed to delivering value-driven solutions that are fairly priced and designed to meet real consumer needs. Their products are offered through a wide network of tax preparation franchises, independent tax professionals, and online platforms.
Easy 1: Beginner Tax Software Package
Start your tax career with confidence — no experience needed. This package is designed for aspiring tax professionals looking to join Easy Tax Co. as tax preparers.
Note: While you can take the first step toward becoming a trusted tax preparer under our guidance with no prior experience required, you’ll need to have a valid Preparer Tax Identification Number (PTIN) first.
Package Highlights
- Perfect for Individuals Who Are New to Running a Tax Business
- Entry into Our Revenue Share Program for Just $197
- 60% Commission on the Tax Preparation Fees You Charge Clients
- Year-Round Support from Seasoned Tax Professionals
- Access to User-Friendly, Cloud-Based Tax Preparation Software
- Professional Review of Each Tax Return You Prepared Before Submitting It to the IRS
Easy 2: Intermediate Tax Software Package
Launch your own tax business with the tools and support you need to succeed. Whether you’re new to the industry or transitioning into full-time tax preparation work, the Intermediate Tax Software Package equips you with the resources and guidance to grow a successful business. This option is our most popular package.
Note: This tax software package requires an Electronic Filing Identification Number (EFIN). If you don’t have one, Easy Tax Co. can walk you through alternative solutions.
Package Highlights
- Perfect for Those Starting Their Own Tax Preparation Business
- Full Training and Support in Setting Up and Running Your Tax Office
- Guidance on Business Growth Strategies and Client Acquisition
- Access to Cloud-Based Tax Software
- Real-Time Support and Business Mentorship
Easy 3: Experienced Tax Software Package
Build your own tax enterprise and lead a thriving team with this tax software package. This option is designed to provide experienced tax professionals aiming to establish a full-scale tax business with the support, tools, and training needed to grow successfully.
Note: The Experienced Tax Software Package requires both a valid EFIN and PTIN.
Package Highlights
- Perfect for Seasoned Tax Professionals Ready to Scale Their Operations, Build a Brand, and Lead a Team of Over 300 Tax Preparers
- Comprehensive Training on Growing a Tax Business and Developing a Strong Team
- Tools and Strategies for Branding, Marketing, and Client Retention
- Resources for Training and Managing Your Team Effectively
- Ongoing Education and Expert Support
- Access to Advanced Tax Software with Multiuser Capability
- Marketing Materials and Business Growth Consultation
Easy 4: Advanced Tax Software Package
Lead at the highest level and build a national presence as a leader in the tax industry. This software package is designed for experienced tax professionals ready to take their business to the next level by launching their own large-scale operations with a team of over 2,000 tax professionals.
Note: The Advanced Tax Software Package requires both an active PTIN and EFIN.
Package Highlights
- Perfect for Professionals Ready to Launch and Grow Their Own
- Service Bureau
- Expert Guidance on Branding, Marketing, and Recruiting Tax Professionals
- Comprehensive Strategies for Team Development and Performance Management
- Tools to Attract and Support Sub-Offices and Independent Preparers
Scalable Software Solution with Multiuser and Service Bureau Capabilities - Executive and Team Training Programs
Take the First Step Toward Your Tax Business Success
Let Easy Tax Co. guide you on your journey to starting a career in the tax industry and leveling up to become a tax professional and tax business owner. Schedule your onboarding today.