Partnership Packages

Our Partnership Packages are designed for tax preparers who have not obtained their own EFIN. If you are new to the tax business or looking to branch off and start your own tax business this is a great package to start with. We offer 60/40, 70/30, 80/20 and 90/10 splits in favor of the partner with no EFIN required. Many of our current partners are former employees of H&R Block, Jackson Hewitt, Liberty Tax, and smaller tax companies looking to start their own tax preparation business.

Beginner

FREE

(60/40)
No Money Down! Get Free Demo Today.  Start Your Own Tax Preparation Business with No EFIN! This is our most affordable package! Designed for the tax preparer just getting into the tax preparation business or simply wants to save on start up cost. We will provide you an EFIN to help jump start your tax business. With this service, we revenue share 60/40 split in favor of the partner. Start your tax business today and keep the majority of your own money with little start up cost. Run your tax business like a major tax franchise for less. We provide software training, marketing strategy, limited customer support, bank products, audit protection services, and professional tax software.See More

Intermediate

$499

(70/30)
Put $199 Down To Get Free Demo Today. Pay The Rest Later. Start Your Own Tax Preparation Business with No EFIN! This package is designed for the beginner who does not have any experience with tax preparation and desires each and every tax return to be reviewed, in its entirety, before the tax return is electronically filed through our E-filing Service. We will provide you an EFIN to help jump start your tax business. With this service, we revenue share 70/30 split in favor of the partner. Start your tax business today and keep the majority of your money. Run your tax business like a major tax business. We provide software training, marketing strategy, customer support, bank products, audit protection services, and professional tax software.See More

PRO

$799

(80/20)
Put $299 Down To Get Free Demo Today. Pay The Rest Later. Starting a tax preparation business has never been easier. Start your tax business with NO EFIN required! This is far and away our most popular package and is designed for the tax prep business entrepreneur who, generally, has some experience or exposure with the tax preparation business or is otherwise confident about their ability to prepare tax returns without the necessity of each and every return being reviewed. With this service, we revenue share 80/20 split in favor of the partner. Run your tax business like a major tax business. We provide software training, marketing strategy, customer support, bank products, audit protection services, and professional tax software.See More

Expert

$2,499

(90/10)
Start your tax preparation business with no EFIN required and keep the majority of your money with this package. With this service, we revenue share 90/10 split in favor of the partner. Run your tax business the way you want. Generally those who have a large clientele choose this package. There is no deposit for this package. It must be paid in full. We provide software training, marketing strategy, customer support, bank products, audit protection services, and professional tax software.See More
Compare Your BEST Deals!
Beginner (FREE)Intermediate $499Pro $799Expert $2499
Revenue Split60/4070/3080/2090/10
PTIN RequiredYesYesYesYes
EFIN RequiredNoNoNoNo
Prior Year AccessTick3 Years3 Years3 Years
Additional Users3 Additional Users5 Additional Users10 Additional UsersUnlimited Users
Unlimited Federal Returns 1040,1040NR, Sch c, 1099TickTickTickTick
Unlimited Free E-FileTickTickTickTick
Unlimited State Returns All 50 States (including DC)TickTickTickTick
$5,000 Loan AdvancesTickTickTickTick
Prep Fees up to $999TickTickTickTick
Custom Business NameTickTickTickTick
Unlimited Software TrainingTickTickTickTick
Auto Updated SoftwareTickTickTickTick
Direct ModeTickTickTickTick
Guide Me ModeTickTickTickTick
Refund Bank ProductsTickTickTickTick
Bank Product RebatesTickTickTickTick
Paperless OfficeTickTickTickTick
Document ManagerTickTickTickTick
Electronic SignatureTickTickTickTick
Customizable Mobile AppTickTickTickTick
Quick Tax CalculatorTickTickTickTick
Audit Protection ($25 extra per return)TickTickTickTick
Knowledge BaseTickTickTickTick

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Bonus Features

Refund Calculator

The Refund Calculator tool allows you the ability to give your clients an estimate in under 2 mins.
Table
Table

Entry Modes

Direct Input

Direct Input is for the advance tax preparers that know the required forms for each client.
Direct Input
Entry Mode

Entry Modes

Keystone Tax Software allows you to choose between two entry modes: Direct and guide me input.Guide me mode is for beginner tax preparers and for those who are not comfortable with direct input.

Signature Pad

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.
Signature Pad
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