top of page

Tax Software Packages

software page.jpg
Screen Shot 2023-08-12 at 4.29.12 PM.png

EFIN Holder Package - $199

A Plus Tax Evals  EFIN Holder Package is a Professional tax software for EFIN HOLDERS only. There are no additional fees with this software.

You will have the option to use Bank Products if you choose to expand your business in that direction.

 

This software is IRS compliant with a compliance review option available for an additional charge.  Minimal of 25 funded bank products is required.

 

This version of our software makes it affordable to you to grow your business with no additional fees allowing you to service your client and see a profit during the tax season.

The software comes with complimentary mentorship and training 

 

THIS IS FOR EFIN HOLDERS ONLY.

THIS IS A SOFTWARE-ONLY PURCHASE.

 

 

THE SOFTWARE FEATURES INCLUDE

  • All states including DC

  • Prior year access for 3 years

  • No downloading software

  • Mac compatible

  • Comes with a brandable mobile app

  • Direct Input or Guide Me Mode

  • Unlimited users (PTIN & Data Entry Users)

  • Audit Protection & Identity Theft Products

  • Electronic Document Storage & eSignature

  • Customer Portals

  • Tax Software Training 

  • Bank products are optional.

 

 

WE SET UP YOUR SOFTWARE, SET UP YOUR BANK ENROLLMENT, AND TRAIN YOU.

 

Once purchased, you will receive an email with the EFIN AND BANK ENROLLMENT FORM.

 

Please allow up to 24 hours for the delivery of this email. After the contract is signed, we will deliver your Elevation Tax Pro within 3-5 business days beginning in October 2023 for the following tax season.

 

Due to the nature of this type of product, all sales are final.  No refunds will be given.

Anchor 1
Screen Shot 2023-08-12 at 4.29.29 PM.png

PTIN Holder Package - $299

A Plus Tax Evals PTIN Holder package is a Professional tax software for PTIN HOLDERS. There are no additional fees with this software.

This software has bank Products if you choose to expand your business in that direction.  Minimal of 25 funded bank products is required.

This software is IRS compliant with a compliance review option available for an additional charge. This version of our software makes it affordable to you to grow your business with no additional fees allowing you to service your client and see a profit during the tax season.

The software comes with complimentary mentorship and training for the purchaser and a complete software setup.

THIS IS FOR PTIN HOLDERS ONLY.

THIS IS SOFTWARE-ONLY PURCHASE.


 

 

 

THE SOFTWARE FEATURES INCLUDE

  • All states including DC

  • Prior year access for 3 years

  • No downloading software Mac compatible

  • Comes with a brandable mobile app

  • Direct Input or Guide Me Mode

  • Unlimited users (PTIN & Data Entry Users)

  • Audit Protection & Identity Theft Products

  • Electronic Document Storage & eSignature

  • Customer Portals

  • Tax Software Training 

  • Bank products are optional.

  • Return Filing Compliance 

  • ACCESS TO TRAINING FOR YOURSELF 

WE SET UP YOUR SOFTWARE, SET UP YOUR BANK ENROLLMENT, AND TRAIN YOU.

Once purchased, you will receive an email with the EFIN AND BANK ENROLLMENT FORM.

Please allow up to 24 hours for the delivery of this email. After the contract is signed, we will deliver your Elevation Tax Pro within 3-5 business days beginning in October 2023 for the following tax season.

Due to the nature of this type of product, all sales are final.  No refunds will be given.

Anchor 2
Screen Shot 2023-08-12 at 4.29.45 PM.png

SOFTWARE ONLY - $899

A PLUS TAX EVALS software is Professional tax software for EFIN holders only. There are no additional fees with this software.

You will have the option to use Bank Products if you choose to expand your business in that direction.

This software is IRS compliant with a compliance review option available for an additional charge. This version of our software makes it affordable to you to grow your business with no additional fees allowing you to service your client and see a profit during the tax season.

There is no service bureau fee associated with this package.

The software comes with complimentary mentorship and training for the purchaser and a complete software setup.

THIS IS FOR EFIN HOLDERS.

 

 

THE SOFTWARE FEATURES INCLUDE

  • All states including DC

  • Prior year access for 3 years

  • No downloading software

  • Mac compatible

  • Comes with a brandable mobile app

  • Direct Input or Guide Me Mode

  • Unlimited users (PTIN & Data Entry Users)

  • NO SERVICE BUREAU FEE

  • ADDITIONAL SPLIT FEE CAPABILITIES

  • Audit Protection & Identity Theft Products

  • Electronic Document Storage & eSignature

  • Customer Portals

  • AFSP CE Training

  • Customized CRM

  • Tax Software Training 

 

 

WE SET UP YOUR SOFTWARE, SET UP YOUR BANK ENROLLMENT, AND TRAIN YOU.

Once purchased, you will receive an email with the EFIN AND BANK ENROLLMENT FORM.

Please allow up to 24 hours for the delivery of this email. After the contract is signed, we will deliver your Elevation Tax Pro within 3-5 business days beginning in October 2023 for the following tax season.

Due to the nature of this type of product, all sales are final.  No refunds will be given.

Anchor 3
bottom of page