TAX SOFTWARE SOLUTIONS REQUEST FORM

Tax Software Solutions – Request Form
This form is for tax professionals and businesses interested in our tax software solutions. Please provide your information below so we can recommend the best option for your needs.
CONTACT INFORMATION
Name

First NameLast Name
Email
example@example.com
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Business Name:
SOFTWARE DETAILS
Are you a licensed tax preparer?
Years of Tax Preparation Experience
What type of tax returns do you plan to prepare?
How many returns do you expect to prepare this season?
What are you primarily looking for in a tax software solution?
DOCUMENT UPLOAD
Upload Supporting Documents

You may upload any relevant licenses, PTIN confirmation, EFIN letter, certifications, or documentation that will help us properly assess and configure your tax software solution.
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PAYMENT

Tax Software Solutions Fee
Amount: $299 (Starting Price)

This fee covers evaluation, software access options, and initial setup recommendations. Final pricing may vary based on software selection and service level.
Client Acknowledgment
ACKNOWLEDGMENT + SIGNATURE
Should be Empty:

Tax Software Solutions – Request Form