The #1-Rated Tax Software for Tax Professionals
Your All-in-One Solution: Software + CRM + Training + Bank Products
Limited Time Pre-Season Price: $149 (Regularly $799)
If you’re a tax pro with an IRS-issued EFIN, you’re eligible — start using powerful software that does more than prepare returns. Get the CRM, the ERO training, the tax-prep course, and best-in-industry bank product partnerships included.
Why Choose The Firm Solutions Tax Software
Cloud-based, accessible from any device — work from office, home, or on-the-go.
Unlimited 1040 program: no per-return limits. (Based on feature list from similar software)
Supports all states and free unlimited federal + state e-filing.
Fully integrates with bank product solutions: refund advances, refund transfers, client pays-prep-fee from refund.
Mobile/remote friendly — prepare and file from multiple devices, any location.
Unlimited year-round top-rated support (chat/email) so you’re never stuck.
All-Inclusive Premium Value
What you get when you purchase now:
Access to the software (branded version built for small tax practices).
Full CRM (client relationship management) built-in: track leads, clients, follow-ups, tasks, reminders.
ERO (Electronic Return Originator) training for you + your preparer team – get certified, hit the ground running.
Tax prep training course: upskill yourself and your staff, reduce errors, increase speed and profits.
On-boarding support (chat/email) so you’re guided from day one.
Tax-bank-product partnerships: best-in-industry options so you can offer your clients prep-fee financing, refund advances, etc.
Optional “Tax-Bestie Hotline” add-on: live help for you & your team during tax season with info from IRS sources.
All this for $149 now (regularly $799) — over $4,000 of value in one bundle.
Top Tax Pros choose "The Firm Solutions"
Pre-season special:
$149 ( $799)
This is an over $4,000 value bundle (software + CRM + training + bank-product access + support).
This price is for a limited time only.
FAQs
Frequently asked questions that Tax Pros ask
Q: Who can purchase this software?
A: Any tax professional or small tax business that holds a valid IRS-issued EFIN (Electronic Filing Identification Number).
Q: What’s included in the training and CRM?
A: The CRM allows you to manage clients/prospects, schedule follow-ups, run tasks, view dashboards. The training includes ERO certification, team-member tax prep course, plus bank-product onboarding.
Q: What are bank-product options?
A: We’re partnered with top tax-industry bank-product providers so you can offer your clients: pay-prep fees from refund, refund advances, and other competitive options.
Q: Do I need additional modules or add-ons?
A: The $149 bundle includes the core software + CRM + training + bank product access. You may optionally choose the “Tax-Bestie Hotline” add-on for live support during tax season.
Q: What if I have fewer returns or am a small volume preparer?
A: Since the software includes unlimited filings, you’re not penalised for low volume — you’re ready to grow.
Q: How do I buy or try it?
A: Click “Try Demo Free” to test it out. Click “Buy Now” for the $149 offer. Or if you want to chat first, click “Schedule Discovery Call”.
Let’s Talk About Your Tax Business Goals... and How The Firm Solutions Can Help You Win This Season
If you’re serious about growing your tax business, this call is for you.
We’ll take a few minutes to learn about your goals and walk you through how our #1-rated tax software for professionals can help you get there — faster, smarter, and stress-free.
Book Your Discovery session today!
Testimonials
Jasmine Carter
Atlanta, GA
I’ve been in the tax business for 8 years, and this is hands down the best setup I’ve ever had. The Firm Solutions didn’t just give me software ... I got a CRM, training, and even help with my team onboarding. Everything runs smoother now, and I can finally focus on scaling my business instead of putting out fires
Marcus
Bell
Houston, TX
When I heard about The Firm Solutions’ pre-season deal, I figured I’d at least give it a try. I’m so glad I did. The setup was simple, the support team actually answers, and my clients love the refund advance options. It feels like they thought of everything a tax pro needs
Tasha Robinson
Chicago, IL
I’m new to owning my own tax business, and I was honestly overwhelmed trying to get all the pieces together. The Firm Solutions gave me the tools and the confidence I needed... software, CRM, training, and even help with my EFIN process. I made more this year than I expected and felt supported the whole way