Tax Pro Starter
Start Your Tax Business
$97Value: $497+
Perfect for:New or independent tax professionals ready to start preparing returns professionally.
What’s included:
- Professional tax software
- Individual tax return preparation
- Secure client portal
- E-signature capabilities
- Document upload & management
- Client management tools
- Tax preparation training
- Software setup assistance
- Tax season resource library
- Basic marketing templates
- Community support
♔ Bonus: Tax Pro Launch Kit™
- New Client Checklist
- Tax Appointment Checklist
- Tax Preparation Workflow
- Social Media Starter Posts
- Client Intake Templates