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

$299

(60/40)
Put $99 Down To Get Free Demo Today. Pay The Rest Later. 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 $299 Intermediate $499 Pro $799 Expert $2499
Revenue Split 60/40 70/30 80/20 90/10
PTIN Required Yes Yes Yes Yes
EFIN Required No No No No
Prior Year Access Tick 3 Years 3 Years 3 Years
Additional Users 3 Additional Users 5 Additional Users 10 Additional Users Unlimited Users
Unlimited Federal Returns 1040,1040NR, Sch c, 1099 Tick Tick Tick Tick
Unlimited Free E-File Tick Tick Tick Tick
Unlimited State Returns All 50 States (including DC) Tick Tick Tick Tick
$5,000 Loan Advances Tick Tick Tick Tick
Prep Fees up to $999 Tick Tick Tick Tick
Custom Business Name Tick Tick Tick Tick
Unlimited Software Training Tick Tick Tick Tick
Auto Updated Software Tick Tick Tick Tick
Direct Mode Tick Tick Tick Tick
Guide Me Mode Tick Tick Tick Tick
Refund Bank Products Tick Tick Tick Tick
Bank Product Rebates Tick Tick Tick Tick
Paperless Office Tick Tick Tick Tick
Document Manager Tick Tick Tick Tick
Electronic Signature Tick Tick Tick Tick
Customizable Mobile App Tick Tick Tick Tick
Quick Tax Calculator Tick Tick Tick Tick
Audit Protection ($25 extra per return) Tick Tick Tick Tick
Knowledge Base Tick Tick Tick Tick
 

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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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