ARE YOU A TAX PROFESSIONAL IN SEARCH OF MORE THAN JUST TAX SOFTWARE?

Our exclusive Membership Club provides a comprehensive suite of benefits and features designed to take your tax practice to the next level.

Ready To Take Your Tax Office To The Next Level?

Become a member of our Tax Membership Club and access unparalleled discounts on premium tax software brands. Retain all of your fees, pay ONE FLAT FEE of $99.95 per return including bank product and you keep the rest, benefit from effortless bank enrollments, incorporate unlimited preparers into your team, choose to receive backend fees as an extra revenue source for your office, and enhance your brand with a personalized landing page.

UNLOCK THE POWER OF MEMBERSHIP

Streamline your business processes and efficiency

  • Cloud Based Tax Software

  • Paperless Office

  • Unlimited Marketing Tools

  • Unlimited Software Training

Stay ahead in your business with dependable integrated client management tools.

  • Custom Landing Page

  • Custom Mobile App

  • Capture Unlimited E-signature

  • Client Portal

Boost your tax office operations with our comprehensive vault of editable templates.

  • Independent/ Preparers Contract

  • Non-Compete & Non Disclosure Agreements

  • Split Fee Agreement

  • Intake Forms

  • Mockup Flyers

  • Unlimited Practice Returns

MEMBERSHIP BENEFITS

  • No yearly renewals when you reach 100 bank funded returns

  • No waiting for software, less than 48 hrs access start preparing returns right away using cloud based technology

  • Maintenance free with nothing to download. Everything is stored in the clouds.

  • All updates are automatically done at each login

  • Easy-to-use tax software and accessible with internet connection from your tablet, phone or laptop

  • Access to your client information any time, anywhere

  • Your clients only are charge one flat fee of $99.95 per return all including bank product, the rest is yours!

  • Club Membership allows you access to corporate return software within certain plans at an affordable cost

  • Create multi-user office with locations anywhere

  • Reliable cloud base software for tax professional with many offices or preparers

  • Gain access to networking within our community with like minded professional and expand your tax knowledge

  • Top notch year round tech support

  • Lastly....

The Membership That Pays Its Members

Get Ready To Join The CLUB With Our Tailored Packages Designed Just For Your Office.

CLASSIC CLUB

TAX SOFTWARE

TAX SLAYER & TAX VISION

TO JOIN: 50-99 PRIOR YEAR BANK FUNDED

Keep 100% of your Tax Prep Fees!

  • EFIN Tax Software

  • Cloud Based/Paperless

  • $99.95 One Flat Fee include BP

  • 1040 Federal + All States + Schedules A-H ($12 Non-Bank Product E-File Fee for INDIVIDUAL)

  • Integrated Bank Products

  • Pre-Ack, Post-Ack Loans up to $6000

  • Bank Registration
    (TPG, Refund Advantage, EPS)

  • Due Diligence

    Training

  • Unlimited Team added

  • Unlimited E-Signature

  • Custom Landing Page

  • Custom Logo Mobile App

  • Marketing Training

  • Software Training

  • Marketing Training

  • Due Diligence Training

  • Adult Protection (TSP)

  • Defend My ID (TSP)

  • Private Tax Community

  • Access to Discount CE Courses

  • One Seat Access to Tax Academy (Additional seat available at discount)

  • Tax Vault of Editable documents (Contracts, Agreement, Flyers, Much More)

  • Top-Notch Year-Round Support

  • Rebate Incentive when you reach 50 or more above your year start volume

  • Membership requirement 50-99 PRIOR YEAR FUNDED BANK PRODUCT

  • Much, much more

    REGULAR PRICE - $499

    NOW WITH NEW MEMBERSHIP RATE$299 LIMITED TIME

THE MEMBERSHIP THAT PAYS ITS MEMBERS

ELITE CLUB

TAX SOFTWARE

TAX SLAYER & OLT PRO

TO JOIN: 100-199 PRIOR YEAR BANK FUNDED

Keep 100% of your Tax Prep Fees!

  • EFIN Tax Software

  • Cloud based /Paperless

  • $99.95 One Flat Fee include BP

  • 1040 Federal + All States + All Schedules A-H ($12 Non-Bank Product E-File Fee for INDIVIDUAL

  • Corporate 1065, 1120, 1120S, 1041 ($25 Non-Bank Product E-File Fee for Business)

  • Integrated Bank Products

  • Pre-Ack, Post-Ack Loans up to $6000

  • Bank Registration (TPG, Refund Advantage, Republic Bank)

  • Unlimited Team added

  • Custom Mobile App

  • Custom Landing Page

  • Unlimited E-Signature

  • Software Training

  • Marketing Training

  • Defend My ID(TSP)

  • Due Diligence Training

  • Private Tax Community

  • Access to Discount CE Courses

  • One Seat Access to Tax Academy

  • Tax Vault of Editable documents (Contracts, Agreement, Flyers, Much More)

  • Top-Notch Year-Round

    Support

  • Rebate Incentive when you reach 75 or more above your year start volume

  • Membership requirement 100-199 PRIOR YEAR FUNDED BANK PRODUCT

  • Much, much more

    REGULAR PRICE - $599

    NOW WITH NEW MEMBERSHIP RATE$399 LIMITED TIME

THE MEMBERSHIP THAT PAYS ITS MEMBERS

EXPERT CLUB

TAX SOFTWARE

CROSSLINK & DRAKE

TO JOIN: 200+ PRIOR YEAR BANK FUNDED

Keep 100% of your Tax Prep Fees!

  • EFIN Tax Software

  • Cloud based /Paperless

  • $99.95 One Flat Fee include BP

  • 1040 Federal + All States

  • Schedules A-H ($12 Non-Bank Product E-File Fee for INDIVIDUAL)

  • Corporate 1065, 1120, 1120S, 1041 ($25 Non-Bank Product E-File Fee for Business)

  • Integrated Bank Products

  • Pre-Ack, Post-Ack Loans up to $9500

  • Bank Registration (Refundo)

  • Unlimited Team added

  • Custom Landing Page

  • Unlimited E-Signature

  • Software Training

  • Marketing Training

  • Due Diligence Training

  • Private Tax Community

  • Access to Discount CE Courses

  • One Seat Access to Tax Academy (Additional seat available at discount)

  • Tax Vault of Editable documents (Contracts, Agreement, Flyers, Much More)

  • Top-Notch Year-Round Support

  • Rebate Incentive when you reach 100 or more above your year start volume

  • Membership requirement 200+ PRIOR YEAR FUNDED BANK PRODUCT

  • Much, much more

    REGULAR PRICE - $799

    NOW WITH NEW MEMBERSHIP RATE $599 LIMITED TIME

THE MEMBERSHIP THAT PAYS ITS MEMBERS

SWAG TOOL KIT

  • Membership Resource Manual

  • 30 Day PLAYBOOK to How to Gain New Tax Clients(FREE)

  • Marketing Planner for Tax Pros(FREE)

  • Software pocket cards

HAVE SOME QUESTIONS?

We Got Answers

Do I have to do bank products to join?

Yes, our membership structure requires that tax offices that join our membership club all ready offer bank products to their existing customers. This is one of many bases to qualify to join.

What if I don't offer all bank products as my business model under my tax office, but would still like to be apart of the Exclusive Membership Club? Do you still accept members?

Yes, you can still qualify. Here is how your membership will be determined. (a) Your software package will be determined based off your prior year's bank product funded report. (b) You are charged a per Non-Bank Product E-File Fee depending on the type of return you e-file. This is an out of pocket fee you will be billed for payment for all e-file transmitted through our software. These fees are as followed $12 for Federal & State /State Only/ Individual 1040 and $25 for Schedule C and Corporate Returns.

Am I charged yearly for membership?

Membership is free to its members when they reach 100+ bank funded returns during the tax season. If your office doesn't produce 100+ then you are subject to a renewal fee at the package level.

How many preparers can I add to my team?

Unlimited preparers can be added. Your office is responsible for managing and paying your team.

What is the Rebate Program and how does it work?

Our rebate program is a rewarding program we ask our members to participate in when joining our membership club.

The participation period starts on Jan 1 through April 15th. Your office is rewarded for all bank product produced during this time,

your office volume qualifies when you reach (50/ 75/ 100) over your start volume. These fees are paid in June of every year.

Can my office accept backend fees markups inside the membership club?

Yes, Our membership allows you to accept or take backend fees. You will be asked at registration if you want to opt in to receive these additional fees.

Once your bank application has been submitted these fees can not be changed. Depending on the fee type some are paid in real time while others are paid in July & December

What is a Non-Bank Product E-File fee?

The Non-Bank Product Electronic Filing Fee is paid to the software by the ERO as a software utilization fee for the convenience of not having to mail returns. These fees are $12 for 1040/ Federal or State returns without a bank application attached and $25 for Schedule C/ Corporate Returns

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