Pricing options

Description

  • 1040 tax software with all forms included 
  • Corporation, Partnership, Estate / Trust modules also included (Forms 1120, 1120S, 1065, and 1041)
  • Personalized, 1-on-1 installation support             
  • Help converting from prior tax software
  • Help importing past year client data
  • Top-rated tech support team, CLUTCH reps!   
  •  Unlimited e-file (NO per return e-file fee)            
  • All states included at no extra cost 
  • Access to past year tax software programs all the way back to 2004 at no extra cost                      
  • Add users at no extra cost (as long as all returns e-filed from same location)                               
  • We provide you with suggested per form prices to make sure your fees are optimized
  • Extensive software training walking you through using the software, including practice tax returns
  •  setting up bank products and training on how to use bank products to increase your tax earnings
  • Step-by-step training video showing you EXACTLY how to set up pro-level email marketing for your clients
  • "Plug and play" email marketing sequence to attract new clients (10 "ready to go" emails, plus full step-by-step training on how to set up your FREE email marketing system)
  • "Plug and play" Tax Marketing Power Pack created by our professional graphic designer, including flyer, business card, retractable banner sign, and referral coupon.  All materials in both English and Spanish! (NOTE: we provide the designs, you pay for your own materials, printing, or other production costs.)  
  • "Low Cost, Effective Facebook Advertising for Tax Professionals" training


Comes with a Rock Solid 14-Day Money Back Guarantee from the date of purchase.

Course curriculum

  • 01

    Getting Started

    • Before You Start, PLEASE READ THIS!

    • Getting Started Quiz

  • 02

    Training Resources

    • Your Software's Only Good If You Put it to Use!

    • Drake Software Training Resources

    • Email Marketing Resources

    • Email Marketing System Set Up Training Video

    • Email Money Machine Training Video

    • Tax Year 2022 Suggested By the Form Prices

    • Plug and Play Marketing Power Pack from Our Graphic Designer

    • Facebook Advertising for Tax Professionals Training Video

  • 03

    Support Resources

    • Support Contact Information

    • 5 Minute Feedback