Choose the Right Setup for Your Tax Business
Every program includes the professional tax software, the client mobile experience, and support through the season. What changes is scale, and how much business material comes with it.
MayTax Pro programs
Split pay is available on every program in two payments. The split total is shown so you can see it up front.
- Professional tax software
- Electronic filing to the IRS and state agencies
- Return diagnostics
- The forms supported by your package
- Client mobile experience
- Standard reporting
- Technical support through the season
- Software credited back at 30 funded bank products
- Everything in Software
- Tax Office Marketing Kit
- Offers and promotions for your tax office
- Referral promotions
- Prospecting and list building
- Paid social advertising for tax offices
- Tax return exercises for team training
- Software credited back at 30 funded bank products
- Everything in the Success Kit
- The seven-module Tax Business Launch curriculum
- Tax business foundations, including PTIN, EFIN, and your written information security plan
- Business branding
- Mindset and goal setting
- Marketing your tax office
- Operations and sales
- Bonus module on tax advantages and record keeping
- Everything in Launch
- Unlimited locations, no per-EFIN licence fee
- Rollup reporting across every location
- Per-office fee configuration
- Location by location performance reporting
- Dedicated onboarding for each new office
- Software credit counted across your whole organization at 150 funded bank products
Programs are sold to independent tax businesses. Each office is an independent business that trades under its own name and files under its own EFIN, and is responsible for its own PTIN and licensing. Per-return and related service fees are set out in your service bureau agreement and confirmed in writing before you sign. Bank products and audit assistance packages are provided by third-party providers under their own terms and approval. Nothing on this page is a promise of earnings or of any particular return volume.
What every program includes
Every program includes the professional tax software, the client mobile experience carrying your branding, electronic filing to the Internal Revenue Service and the state agencies, return diagnostics, the form library supported by your package, and technical support through the season.
What changes between programs is scale: how much business material comes with it, and how many locations you run. If you are not sure which fits, book a demo and we will size it with you.
Pricing questions
How do I qualify for free software?
Fund 30 bank products and the software portion of your package is credited back. Maintain 30 each year and your software stays free for as long as you are with us. On Multi-Office the threshold is 150 funded bank products counted across your whole organization.
Are there per-return or transmission fees?
Yes. Per-return and related service fees are set out in your service bureau agreement and confirmed in writing before you sign. They are set per office, so we quote them with your program rather than publishing a single figure.
Do I need an EFIN?
Yes, to transmit returns electronically you need your own active Electronic Filing Identification Number. We walk you through the application during onboarding, but approval is between you and the Internal Revenue Service.
What if my EFIN application is still pending?
You can start onboarding while it is pending. You will not be able to transmit until it is active, so we sequence the rest of your setup around it.
Do I have to offer bank products?
No. Bank products are optional and are provided by third-party providers under their own approval and terms. They are how the software credit is earned, so an office that does not offer them pays for its software normally.
What happens at renewal?
Your program renews for the following season. If you maintained 30 funded bank products, your software stays free. Renewal terms are set out in your agreement.
Can I add locations mid-season?
Yes. Locations are added under your parent office so reporting reflects how your business is actually structured. Past five locations the Multi-Office program costs less than licensing each office separately.
What support is included?
Technical support for your preparers through the season, training material for new staff, and help with the setup work that has to be right before you start transmitting.
Let's size the right program with you.
Tell us how many returns you filed last season and how many locations you run, and we will tell you which program fits.