New to the tax business? Our courses are the launchpad you’ve been searching for.
Embark on the journey of starting your own tax business with ease through our Partnership Packages. Crafted for individuals entering the tax industry or seeking independence from established companies like H&R Block, Jackson Hewitt, or Liberty Tax, our tax preparation partnership program requires no EFIN and is an excellent starting point for both newcomers and industry veterans.
Building a reputable tax business has never been simpler. We’ve designed our Partnership Packages to make the process smoother for those aiming to establish their presence in the tax industry. This program isn’t just an offering; it’s a golden opportunity for aspiring entrepreneurs to confidently launch their tax business.
If the idea of transitioning from a salaried position with major industry players feels daunting, rest assured. Our promise is straightforward: we’ll be by your side every step of the way, ensuring your success in a thriving and lucrative tax business. You can leverage top-tier tax software, ensuring efficiency and accuracy while avoiding common pitfalls in the tax industry.
Our packages prioritize flexibility, offering revenue splits from 60/40 to a favorable 90/10. Whether you’ve been contemplating how to start a tax business or seeking a platform that combines advanced tools with award-winning tax software, we’re here to guide you on the path to success from day one.
Put $99 Down! Get Free Demo Today!
Ideal for new tax preparers or those looking to save on startup costs.
Only PTIN required to jumpstart your business.
Includes software training, marketing strategy, limited customer support, bank products, audit protection services, and professional tax software.
Put $199 Down! Get Free Demo Today!
Perfect for tax preparers entering the industry or seeking cost savings.
Only PTIN required to kickstart your tax business.
Offers software training, marketing strategy, limited customer support, bank products, audit protection services, and professional tax software.
Put $299 Down! Get Free Demo Today!
Tailored for tax preparers starting a tax business or minimizing startup costs.
Only PTIN required to jumpstart your tax business.
Provides software training, marketing strategy, limited customer support, bank products, audit protection services, and professional tax software.
Must be paid in full.
Ideal for those with a large clientele.
Includes software training, marketing strategy, customer support, bank products, audit protection services, and professional tax software.
Must be paid in full.
No split
Ideal for those with a large clientele.
Includes software training, marketing strategy, customer support, bank products, audit protection services, and professional tax software.
| Beginner | Intermediate | Pro | Expert | Elite | |
|---|---|---|---|---|---|
| Package Cost | $299 | $499 | $799 | $2,499 | $2,999 |
| Deposit required | $99 | $199 | $299 | Must be paid in full | Must be paid in full |
| Revenue Split | 60/40 | 70/30 | 80/20 | 90/10 | No Split |
| PTIN Required | Yes | Yes | Yes | Yes | Yes |
| Prior Year Access | 3 Years | 3 Years | 3 Years | 3 Years | 3 Years |
| Additional Users | 3 Additional Users | 5 Additional Users | 7 Additional Users | 10 Additional Users | 10 Additional Users |
| Unlimited Federal Returns1040,1040NR, Sch c, 1099 | |||||
| Unlimited Free E-File | |||||
| Unlimited State Returns All 50 States (including DC) | |||||
| $6,000 Loan Advances | |||||
| Prep Fees up to $999 | |||||
| Custom Business Name | |||||
| Unlimited Software Training | |||||
| Auto Updated Software | |||||
| Direct Mode | |||||
| Guide Me Mode | |||||
| Refund Bank Products | |||||
| Bank Product Rebates | |||||
| Paperless Office | |||||
| Document Manager | |||||
| Electronic Signature | |||||
| Customizable Mobile App | |||||
| Quick Tax Calculator | |||||
| Audit Protection ($25 extra per return) | |||||
| Knowledge Base | |||||
| Keystone Tax School access | |||||
| Marketing Email templates | |||||
| Marketing Flyer templates |
Provide quick estimates to your clients in under 2 minutes.
Locate all client return information efficiently.
Choose between Direct Input for advanced preparers and Guide Me mode for beginners.
Enjoy a built-in signature pad for seamless tax prep and paperless office operations.
Our Clients About Our Software
4.7
Carmela Woodfork
Hello,I am the owner of Cash Cow Tax and Credit and I utilized Keystone software products this year and I totally recommend them. They sent out payments on time and their customer service is top tier. I will be using Keystone again this year because they are amazing! They also give you free products when you are a returning customer!
Toni Pratt
This is my first year with Keystone Tax and I felt at ease and comfortable with this company. Customer service is excellent and always responsive to my needs. Polite and informative. The software is easy to use and functions well. Thank you and I will definitely be using you for the upcoming year.
Africa Hill
This coming tax season will be my third time using Keystone Tax Solutions. They are great. I love their customer service. Their response time is awesome. Even when the season ends, they have been available to assist me with any issues. I give them a five star rating.
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