Our Software Packages are designed for tax professionals who have already obtained their EFIN or are in the process of obtaining an EFIN.
The Individual Software Package is designed for smaller tax offices or those just breaking into the tax business with minimal experience. If you are a one person office or only have 1-3 employees this package is for you. All 1040, Sch C, and State forms are included. Enjoy unlimited returns in all 50 states, add up to 3 additional users, and 2 prior year return access. This is our most affordable software package. Our professional tax software prices and customer service are unbeatable.See More
The Business Software Package is most popular among Accountants, CPAs, and those who clientele have more complex tax returns. If your clients are formed as partnerships, C corps, or S corps, this is the perfect fit for your tax office. This professional tax software package includes all 1040, Sch C, State, and Business/Corp Forms are included (1041,1065,1120,1120S, 2290, 5500, 720, 709, 706, & 990). Enjoy unlimited returns in all 50 states and D.C, add up to 10 additional users, and 5 prior year return access. This package is designed for small and medium tax offices.See More
The Ultimate Software Package is for large tax offices with multiple offices and many employees. This package is most popular for tax offices that has 100-500 clients. . This professional software package also includes all 1040, Sch C, State, and Business/Corp Forms are included (1041,1065,1120,1120S, 2290, 5500, 720, 709, 706, & 990). Enjoy unlimited returns in all 50 states and D.C, add an unlimited amount of additional users, and 7 prior year return access. Don’t miss out on this deal!See More
|Prior Year Access||2 Years||5 Years||7 Years|
|Additional Users||3 Additional Users||10 Additional Users||Unlimited Users|
|Unlimited Federal Returns 1040,1040NR, Sch c, 1099|
|Business/Corp Forms 1041,1065,1120,1120S, 2290, 5500, 720, 709, 706, & 990|
|Unlimited State Returns All 50 States (including DC)|
|24/7 Customer/ Tech Support|
(During Tax Season)
|Tax & Software Training|
|Auto Updated Software|
|Refund Bank Products|
|Bank Product Rebates|
|Quick Tax Estimator|
Seemlessly view the e-file statuses of all of your clients.
Your dashboard will allow you to see statuses, filter and sort, check for rejections, checks ready to print, and appointments .
The Quick Estimator tool allows you the ability to give your clients an estimate in under 2 mins.
The manage return screen allows the tax preparer to locate all information pertaining to a client’s return, saving you valuable time.
(Personal details, payment details, preparer notes, schedule appointments, return details, history details, return status, and letters are all located on this page)
Direct Input is for the advance tax preparers that know the required forms for each client.
Keystone Tax Software allows you to choose between two entry modes:
Direct and Interview input
Interview mode is for beginner tax preparers and for those who are not comfortable with direct input.
Keystone Tax Software has a built in signature pad that allows just one signature for both the tax preparer and your client. As a preparer of Keystone Tax Software you will create your signature once allowing your signature to populate on each and every return. This feature saves time during the tax prep process while simultaneously allowing your office to go paperless and save money.
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