Our Software Solutions
Three Powerful Packages Designed for Every Stage of Your Tax Business Journey
Whether you're just starting your tax career, ready to become an independent ERO, or planning to build your own service bureau empire, Prosperity Tax Software has the perfect solution for your needs. Our three-tier approach ensures you get exactly the tools and support you need at your current level, with clear pathways for growth and expansion.
Expert Business Tax Preparation Services
Maximize your deductions, minimize your tax liability, and ensure compliance with comprehensive business tax preparation services tailored to your industry and business structure.
Choose Your Path to Independence
Every successful tax professional started somewhere.
Our three distinct packages are designed to meet you where you are and take you where you want to go. From newcomers to the industry to experienced professionals ready to build their own tax software empire, we have the tools, training, and support to ensure your success.
Every successful tax professional started somewhere.
Our three distinct packages are designed to meet you where you are and take you where you want to go. From newcomers to the industry to experienced professionals ready to build their own tax software empire, we have the tools, training, and support to ensure your success.
Core Software Features
(Available in all packages)
Intuitive Interface Design
Streamlined workflow reduces training time by 40% compared to legacy systems.
Contextual help and smart navigation keep focus on clients, not software learning
Customizable dashboards with one-click access to frequently used functions
Maximizes productivity during busy tax season with efficient design
Over 5,000 current-year forms with automatic IRS updates
Complete coverage for individuals, businesses, partnerships, S-Corps, trusts, and estates
Specialty forms for non-profits and complex entity structures
Real-time form availability as new releases become available
Advanced Error Detection
AI-powered diagnostics catch over 99% of common filing errors
Real-time calculation validation and missing information alerts
Tax-saving optimization suggestions built into the review process
Proactive audit risk alerts help address potential red flags early
Secure Client Management
Military-grade encryption and SSAE 18 SOC 2 Type II certification
Integrated client portal for secure document upload and digital signatures
Automated backup systems with 24/7 security monitoring
Role-based access controls and comprehensive audit trails
Bank Product Integration
Military-grade encryption and SSAE 18 SOC 2 Type II certification
Integrated client portal for secure document upload and digital signatures
Automated backup systems with 24/7 security monitoring
Role-based access controls and comprehensive audit trails
PTIN PACKAGE - $197
Perfect for New Tax Preparers and Those Starting Their Own Business
Ideal For:
New tax preparers without an EFIN
Experienced preparers looking to branch out independently
Former employees of H&R Block, Liberty Tax, and other tax companies
Anyone wanting to start their own tax preparation business with minimal investment
Investment: Only $197 - No Splits Ever!
What's Included:
Complete Software Access
- 2024 Prosperity Tax Software Cloud-Based Platform
- Access to previous 3 years of tax software
- All states including Washington DC
- Mobile app for on-the-go access
- No downloading required - 100% cloud-based
Professional Training and Certification
- Comprehensive 2024 Tax Software Training
- Tax Preparation Course included
- Marketing Course to build your client baseAll states including Washington DC
- Schedule C class for business tax preparation
- 2 seats for AFSP/AFTR IRS Accreditation (valued at $300)
Business Development Support
- PTIN Application Assistance
- One-on-One Coaching Sessions with successful tax professionals
- Weekly Mentorship Meetings throughout tax season
- Customer Relation Management Tools Training
- Marketing strategy development
Advanced Features
- Digital Document Storage & Encrypted Tax Document Delivery
- Return Review for Accuracy & IRS Compliance
- Electronic signature capabilities
- Customer portals for client communication
- Bank product integration
- Tax prep fee deducted from taxpayer's refund
- Offer advances up to $6,000
Ongoing Support
- Exclusive Facebook Support Group with thousands of members
- Weekly Pay-outs during tax season
- Preseason & In-season Weekly Affiliate Trainings
- Direct access to experienced mentors
Special Benefits for PTIN Package:
- We provide you with an EFIN to jump-start your tax business
- Operate as a T & T Tax Independent Preparer
- Every return reviewed by experienced professionals before e-filing
- Full IRS compliance guarantee
- Start and run your business like a major franchise for a fraction of the cost
EFIN PACKAGE - $599
For EFIN Holders Ready for Complete Independence
Ideal For:
Current EFIN holders wanting their own software
Experienced tax preparers ready for complete independence
Professionals seeking maximum profitability with low overhead
Those wanting professional-grade software without franchise fees
Investment: $599 - Software Only Purchase, No Ongoing Splits!
Co-Branding Available: Add your custom branding for an additional fee
What's Included:
Professional Software Suite
- Choice of 2 different web-based tax software programs
- All states including Washington DC
- Prior year access for 3 years
- No downloading required - 100% cloud-based
- IRS compliant with compliance review option
Advanced Features
- Direct Input or Guide Me Mode options
- Unlimited users (PTIN & Data Entry Users)
- Electronic Document Storage & eSignature capabilities
- Customer Portals for seamless client communication
- Audit Protection & Identity Theft Products
- Mobile app access for flexibility
Bank Product Integration
- Choose from SBTPG, Refund Advantage, and Republic Bank Products
- Your tax prep fee deducted from taxpayer's refund
- Offer advances up to $7,000 to clients
- Competitive backend fee structure that decreases with volume
Training and Support
- Comprehensive Tax Software Training
- Weekly affiliate training and webinars
- Exclusive Facebook Support Group
- Access to experienced mentors and successful practitioners
- 2 seats for AFSP/AFTR IRS Accreditation
Backend Fee Structure (Decreases with Volume)
- 0-99 Verified Bank Product Returns: $85.00 per return
- 100-199 Verified Bank Product Returns: $70.00 per return
- 200-299 Verified Bank Product Returns: $55.00 per return
- 300+ Verified Bank Product Returns: $40.00 per return
Bank Rebate Program
- 300-549 Funded Returns: $3 per return
- 550-799 Funded Returns: $5 per return
- 800-1049 Funded Returns: $7 per return
- 1050-2049 Funded Returns: $10 per return
- 2050+ Funded Returns: $12 per return
Service Bureau PACKAGE - $2,500
Build Your Own Tax Software Empire
Ideal For:
Entrepreneurs ready to build a tax software business
Experienced tax professionals wanting multiple revenue streams
Those seeking to create year-round income opportunities
Ambitious individuals ready to scale beyond individual tax preparation
Investment: $2,500 - Unlimited Earning Potential!
Co-Branding Available: Add your custom branding for an additional fee
What's Included:
Complete Service Bureau Platform
- Choice of 2 different web-based tax software programs
- Brand the software with your personalized name and logo
- Custom color schemes and complete visual customization
- Service Bureau Dashboard to manage all operations
- Create unlimited offices under your bureau
Advanced Features
- Resell software to other ERO holders
- Custom branded demo capabilities
- Offer custom mobile apps to all acquired offices
- Unlimited customization options for maximum productivity
- Complete white-label solution
Revenue Generation Opportunities
- Earn from tax software sales
- Volume incentives - larger incentives as your group grows
- Bank product commissions
- Set your own pricing with no limitations
- Charge fees for various services:
- Tax return preparation
- E-filing services
- Consultation services
- Training and support
- Custom services based on your expertise
Support and Training
- Dedicated Support Specialist assigned to your account
- Service Bureau Survival Guide with comprehensive lessons
- Marketing strategies specifically for service bureaus
- Business development training and ongoing consultation
- Priority access to new features and updates
Technical Capabilities
- View and assist with any return your clients are working on
- Provide unlimited support to your customers
- Complete administrative control over all offices
- Advanced reporting and analytics across all locations
- Centralized billing and payment processing
Bank Rebate Program
- 300-549 Funded Returns: $3 per return
- 550-799 Funded Returns: $5 per return
- 800-1049 Funded Returns: $7 per return
- 1050-2049 Funded Returns: $10 per return
- 2050+ Funded Returns: $12 per return
Exclusive Benefits
- Cut out the middleman - deal directly with software providers
- Create multiple income streams that work year-round
- Build a business that can be scaled infinitely
- Develop passive income through software licensing
- Create your own tax preparation franchise without franchise fees
| Feature | PTIN Package ($197) | EFIN Package ($599) | Service Bureau ($2,500) |
|---|---|---|---|
| Target Audience | New tax preparers | EFIN holders | Entrepreneurs |
| Software Access | ✓ Cloud-based platform | ✓ Choice of 2 platforms | ✓ Choice of 2 platforms |
| All States Included | ✓ Including DC | ✓ Including DC | ✓ Including DC |
| Prior Year Access | ✓ 3 years | ✓ 3 years | ✓ 3 years |
| AFSP Certification | ✓ 2 seats | ✓ 2 seats | ✓ Unlimited |
| Bank Products | ✓ Up to $6,000 advances | ✓ Up to $7,000 advances | ✓ Up to $7,000 advances |
| Training Included | ✓ Comprehensive | ✓ Professional level | ✓ Advanced + business |
| One-on-One Coaching | ✓ Included | ✓ Available | ✓ Dedicated specialist |
| Facebook Support | ✓ Access | ✓ Access | ✓ Priority access |
| EFIN Provided | ✓ We provide | ✗ Must have own | ✗ Must have own |
| Custom Branding | ✗ Not available | ✓ Available (extra fee) | ✓ Complete branding |
| Unlimited Users | ✗ Limited | ✓ Unlimited | ✓ Unlimited |
| Reseller Rights | ✗ Not included | ✗ Not included | ✓ Full reseller rights |
| Service Bureau Dashboard | ✗ Not included | ✗ Not included | ✓ Complete dashboard |
| Create Multiple Offices | ✗ Single office | ✗ Single office | ✓ Unlimited offices |
| Year-Round Income | Tax season focused | Tax season focused | ✓ Multiple revenue streams |
| Backend Fees | Included in package | Volume-based pricing | Volume-based pricing |
| Best For | Getting started | Independence | Building empire |
TESTIMONIALS
Real Results from Real Clients
PTIN Package Success
"I was working at a chain tax office making $12/hour. With the PTIN package, I made $35,000 in my first season working part-time. The training and support made all the difference."" I went from making $15/hour at a chain tax office to earning over $80,000 in my first season with Prosperity Tax Software. The training and support made all the difference."
Jennifer Martinez, California
EFIN Package Success
"I had my EFIN but was struggling with expensive software and poor support. Prosperity Tax Software cut my costs in half and doubled my profits. I processed 800 returns last season and earned over $95,000."
Robert Chen, Texas
Service Bureau Success
"The Service Bureau package changed my life. I started with 3 offices and now have 15 locations across two states. I earn over $300,000 annually and work year-round, not just during tax season."
Maria Rodriguez, Florida
Frequently Asked Questions
Can I upgrade from one package to another ?
Absolutely! Many of our most successful clients started with the PTIN package and upgraded as their business grew. We'll credit your original investment toward any upgrade.
What if I don't have an EFIN ?
The PTIN package includes EFIN provision - we help you get set up with everything you need to start your tax business immediately.
Are there any ongoing fees or splits ?
No! Unlike franchises or other tax companies, we never take a percentage of your earnings. The package price is your only investment - everything you earn is yours to keep.
What kind of support do you provide ?
All packages include comprehensive support, but the level varies. PTIN package includes group coaching, EFIN package includes professional support, and Service Bureau package includes dedicated specialist support.
How quickly can I get started ?
Most clients are up and running within 48-72 hours of purchase. We provide immediate access to training materials and begin the setup process right away.
What's the difference between the software options ?
We offer two different web-based platforms, both professional-grade and IRS compliant. During your consultation, we'll help you choose the one that best fits your working style and client needs.
Ready to Choose Your Package?
Schedule a free, no-obligation consultation with one of our package specialists. We'll:
Assess your current situation and goals
Explain each package in detail
Help you choose the perfect solution
Answer all your questions
Provide a personalized demo
Create a custom success plan for your business
We are here to help you get your financial share of the pie
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