$300 setup (first month), then $75/month. Includes custom intake forms, lead tracking appointment calendar and automated workflows designed for tax professionals.

Includes intake forms, pricing guide, IRS compliance checklist, due diligence documents, content prompts, and startup checklists- all in one place to help you launch confidently.

Includes logo, tax business flyers, business card designs, and social media graphics to help you show up like a pro.

Learn tax preparation at your own pace with our flexible online courses. Perfect for beginners and experienced preparers alike, these self-paced classes let you study anytime, anywhere while earning IRS-approved Continuing Education (CE) credits.

✔ Start anytime – study on your schedule.

✔ Covers Individual and Business Tax Preparation from basics to advanced topics.

✔ Earn IRS-approved CE credits (credit hours vary by course).

✔ Includes quizzes and a certificate of completion. ✔ Available in English and Spanish.

Perfect For: New or seasoned tax professionals looking to grow their knowledge and meet IRS CE requirements at their own pace.

Stay compliant and stand out as a trusted tax professional with the Annual Filing Season Program (AFSP). This program helps you meet the IRS continuing education requirements and earn your Record of Completion, showing clients your commitment to providing quality service.

✔ Includes 18 hours of IRS-approved Continuing Education (CE):

• 6-hour Annual Federal Tax Refresher (AFTR) course • 10 hours of Federal Tax Law • 2 hours of Ethics

✔ Fully online and self-paced – complete at your convenience before December 31.

✔ Access to the latest tax law updates and compliance training.

✔ Certificate of completion included for IRS submission.

Perfect For: Non-credentialed tax preparers who want to participate in the IRS voluntary AFSP program and stay up to date for tax season.