Run tax season with confidence.
Get the professional tax software you already trust—co-branded for Financial & Business Solutions—with guided onboarding and a support team ready when you need us.
Stop paying more just because switching feels complicated.
You have clients to serve and a business to grow. You should not have to choose between dependable software, responsive help, and a price that makes sense.
Rising software costs
Keep more of what your tax practice earns without sacrificing the professional tools you need.
Support that disappears
Get real guidance for onboarding, questions, and technical issues—especially when tax season gets busy.
Switching uncertainty
Explore the system before you commit with a free demo and help getting your office up and running.
Professional tools. One confident tax season.
A full-featured platform for preparing, filing, and managing client returns—backed by a team that helps you use it.
Explore the software free →Individual tax preparation
Prepare federal, state, and local individual returns in a professional workflow.
Unlimited e-filing
File eligible returns without a per-return e-file charge from the software package.
Integrated bank products
Offer approved refund-related bank products and collect preparation fees through available partners.
Prior-year data pull-forward
Reduce repeat entry and start returning-client files with familiar information already in place.
All states included
Prepare supported state returns without piecing together separate state software packages.
Practice management tools
Keep clients, return status, e-file activity, and office reporting organized in one system.
You are not left to figure it out alone.
We help make the transition feel manageable—from installation and setup to the moments when a technical issue is slowing down your office.
Complete onboarding
Guidance setting up and activating your professional software.
Installation assistance
Help downloading, installing, and getting your workstation ready.
Remote technical support
Screen-sharing assistance to diagnose and resolve eligible software issues.
Questions and guidance
A support team available to help you understand the system and keep moving.
From curious to confident in
three steps.
Request your free demo
Use the professional software environment before making a purchase decision.
Explore the workflow
See how the tools, navigation, and return-preparation process fit your office.
Get set up with support
When you are ready, we guide onboarding so you can move into tax season prepared.
Powerful software.
A smarter price.
Secure professional tax software for your office before the November 1 deadline and save $405 compared with the regular $1,300 price.
- ✓ Desktop App & Web Portal Access
- ✓ Professional tax preparation tools
- ✓ Guided software onboarding
- ✓ Dedicated technical assistance
- ✓ Free demo before purchase
Know what you are getting.
Financial & Business Solutions provides an industry-leading, professional tax engine featuring both desktop and web portal access, fully supported by our dedicated service bureau team.
Yes. Use the free demo to explore the interface and workflow before deciding whether it fits your tax office.
Support includes onboarding, installation help, guidance with software questions, and eligible remote-access troubleshooting when technical issues arise.
It is built for professional tax preparers, CPAs, enrolled agents, new tax business owners, and established offices preparing returns for clients.
The current promotional price is available through November 1, 2026. Pricing and product terms are subject to the final enrollment agreement.
Choose clarity over costly guesswork.
Take the free demo, explore the software, and see what it feels like to have professional tools and personal support working together.