EFIN holders only · Unlimited licenses for every tax preparer in your office
Free Professional Tax Software with Bank Product Use.
TaxWise or TaxSlayer Pro at no cost for EFIN holders processing 25+ bank products — with unlimited preparer licenses for your entire office. Keep 100% of the preparation fees you charge, plus bank rebates of $8–$18 per bank product paid back to your office.
Not an EFIN holder? PTIN preparers work under an EFIN holder and may use the software through that office only.
Choose Your Next Move.
Everything is explained and purchased right here — no other website to shop on.
Free Tax Software
For EFIN holders. No contracts, no monthly software bill, unlimited seats for your office.
Apply NowProfessional Tax Website
A complete professional tax-office website for a one-time $199 build. Your first month of hosting is included; after that, hosting is $39/month — month-to-month and you can cancel anytime.
Get My Tax WebsiteAI Tax Marketing Plans
- Generate tax advertisements
- Create social-media images
- Write tax-season posts (EN/ES)
- Tax blog posts on relevant tax subjects
- Save your logo, colors & contact info
- Auto-scheduling for AI social-media posts — coming soon
- Streaming TV ads from $75 — coming soon
Complete Package
Everything in one purchase — professional tax website with hosting, AI Tax Marketing Studio, and free tax software with bank product use.
Get the Complete PackageFrom the Founder
"We assist tax pros in growth to six and seven figures with expertise and care. If you're a success, we're a success — this is a team effort."
— Kristina, Love Your Tax Brand · Powered by Tax Brand Systems
The Cloud Tax Office.
A virtual, bilingual practice — with everything you need to grow. Every capability, one system.
Your Branded Office
The software carries your brand, not ours.
Bilingual by Design
60+ Spanish/English tax forms and full EN/ES support.
Cloud Tax Office
Client portal, eSignature and mobile app — work from anywhere.
Smart Workflow
Interview Mode and live diagnostics for faster, cleaner returns.
Unlimited E-Filing
Unlimited federal and state e-file, all states included.
Unlimited Office Seats
Add every preparer under your EFIN at no extra charge.
$7,000 Bank Loans
Pre-season bank loans plus the bank rebates paid back to your office.
24/7 Support
Live tech support and EFIN assistance whenever you need it.
Done-For-You Onboarding
We migrate your office, clients and team at no cost.
Auto Backup & Cloud
Automatic backups and real-time return tracking.
No Contracts
Month to month. Cancel anytime.
Our Main Priority
We Help Your Office Grow.
No monthly tax-software license fee, no seat licenses, no revenue splits. Low back end fees on all bank products, and bank rebates paid back to your office — including July rebates on qualifying usage.
Choose Your Platform
Elite Software. Free.
TaxWise Pro
Industry-leading speed and accuracy for high-volume offices. Cloud + desktop. Rock-solid e-file.
TaxSlayer Pro
Cloud-based simplicity with robust professional features. Unlimited e-file, paperless workflow.
Both include unlimited licensing for you and your entire office
Disclaimer: TaxWise® and TaxSlayer Pro® are not our products. We do not own, develop, or represent these platforms. TaxWise® is a registered trademark of Wolters Kluwer, and TaxSlayer Pro® is a registered trademark of TaxSlayer LLC. All product names, logos, and brands are property of their respective owners.
Who Qualifies
EFIN-PTIN Connect™
The free software offer is for EFIN holders only. PTIN preparers must work under an EFIN holder and may use the software through that office only — we match them with vetted EFIN offices.
- EFIN holders: free software with 25+ bank products
- PTIN preparers: placed with an EFIN office, plus mentorship
- Bilingual back-office support
Questions, Answered
How Bank Rebates Work
Straight answers on what your office earns back, why the amount moves, and what it means for you.
What exactly is a bank rebate?
Bank products (refund transfers and advances) are offered by third-party banks, and those bank programs pay an incentive on each funded product. We share that bank-product incentive back with your office as a rebate. It is not a fee charged to you, and it never comes out of the preparation fees you charge — you keep 100% of those.
How much does my office get back?
Typically $8 to $18 per funded bank product. Rebates accrue across the season on every product that actually funds, and the total scales directly with your bank-product volume.
Why does the amount vary between $8 and $18?
Because the underlying bank incentive varies. The bank you use, the product the client chose (refund transfer vs. advance), your office's total funded volume tier, and the bank's published terms for that season all move the number. Higher volume generally earns a higher rate per product.
What does this arrangement mean for my office?
It works like a volume-based rebate between business partners: the more funded bank products your office processes, the larger the incentive that comes back to you — on top of the prep fees you keep in full. It is fully disclosed, standard in the industry, and never a split of your client fees.
When do rebates get paid?
Rebates are reconciled after the bank program reports final funded volume for the season, and qualifying payments are generally issued in July by ACH or check to your business account on file. Cancelled, unfunded or charged-back products are removed before payment.
Is a bank product ever required for my clients?
Never. Clients always receive the bank's own fee disclosures and always choose freely whether to use a bank product. Rebates must never influence the advice you give or the accuracy of a return.
Do I need to qualify?
Yes. This program is for EFIN holders only: an active EFIN in good standing, an approved bank program enrollment, enrollment with us before products are transmitted, and 25+ funded bank products for the free software. PTIN holders do not qualify on their own — they must work under an EFIN holder and may use the software through that office only.
Where can I read the complete terms?
Our Bank Rebate Disclosure page lays out eligibility, the full calculation factors, payment timing, chargebacks and offsets, and the required regulatory language. Your signed enrollment agreement and the bank program's agreements control.
Full rebate terms, payment timing and required disclosures live on our Bank Rebate Disclosure page.
Ready to Upgrade?
Join The System.
Tell us a bit about your practice. We'll reach out to get you set up with free professional software, done-for-you onboarding, and a team invested in your growth.