Service Bureau

Lifetime License

One-Time Payment

Tax Software

Powered by TaxSlayer Pro

Trusted by Thousands of Tax Professionals.

  • Cloud-Based Individual & Business Tax Returns

  • Desktop Corporate Returns

  • Secure Client Portal & TaxesToGo™ Mobile App

  • Free Unlimited E-filing in All 50 States

  • Paperless Office & Digital Signature

  • Multiple User Access & Bank Enrollment

  • Year-Round Tech Support

  • And much more

Tax Software

Powered by OLT Pro

Built for Today's Tax Professional.

  • Cloud-Based Individual & Business Tax Returns

  • Cloud-Based Corporate & Returns

  • Secure Client Portal & TaxesToGo™ Mobile App

  • Free Unlimited E-filing in All 50 States

  • Paperless Office & Digital Signature

  • Multiple User Access & Bank Enrollment

  • Year-Round Tech Support

  • And much more

Service Bureau

Create Multiple Streams of Income Today.

  • Sell Tax Software Under Your Own Brand

  • Set Your Own Pricing & Fees

  • Keep 100% of Software Sales

  • Keep 100% of Annual Renewal Fees

  • Keep 100% of Service Bureaus

  • Keep Add-on to Transmitter Fee

  • Keep Add-on to Audit Protection

  • Keep Add-on to Identity Protection

  • Build Your Own Team of Tax Preparers

  • Earn a Percentage of Tax Preparation Fees

  • Get Volume Rebates & Incentives

  • And much more

All-In-One Marketing

Attract More Clients & Increase Your Income

  • Manage Your Business from One Platform

  • Marketing Tools to Help You Grow

  • Professional Website & Landing Page Builder

  • Business Phone System

  • Mass Text Messaging & Email Marketing

  • Social Media Posts & Lead Capture Forms

  • Generate More Leads & Convert More Clients

  • Chat Bot & Automated Follow-Ups

  • Contracts, Payments & Invoicing

  • Online Courses & Training Portal

  • Private Team Community

  • Hire a Virtual Assistant $5/hr

  • And much more

Frequently Asked Questions

Quick answers to the most common questions about our software, Service Bureau, training, and support.

How long does it take to get started?

Your Tax Software can usually be set up within 24 to 48 hours. Service Bureau accounts are typically completed within 7 to 10 business days due to the additional customization and setup involved. EFIN required.

What do I need to get started?

All you need is a PTIN, EFIN, laptop or desktop computer, reliable internet connection, and a phone. If you don't have a PTIN or EFIN. We'll help guide you through the process.

How do I qualify for Free Tax Software?

Getting started is more affordable than you might think. If you processed 100 or more bank-funded returns this tax season, you qualify for FREE Tax Software. If you processed fewer than 100 bank-funded returns, professional tax software starts at just $97.

Can I transfer my existing client files?

In many cases, yes. Client file transfer options vary depending on the tax software you're currently using. Our team will review your current software and help determine the best way to transfer your client files and make your transition as smooth as possible.

Can I prepare individual, business & Corporate returns?

Yes. OLT Pro is fully cloud-based and allows you to prepare individual, business, and corporate tax returns online. TaxSlayer Pro allows you to prepare individual and business tax returns through its cloud-based platform, while corporate tax returns are prepared using the desktop version.

Can I become a Service Bureau without an EFIN?

Yes. An EFIN is not required to become a Service Bureau. If you plan to electronically file tax returns, you'll need an EFIN.

Can I finance my purchase?

Yes. Flexible payment options and Buy Now, Pay Later financing is available, making it easier to get started today.

Can I receive one-on-one support?

Yes. Our dedicated specialists are here to answer your questions, provide personalized guidance, and support you every step of the way.

Choose Your Plan

TaxSLAYER PRO

$875

  • Software & Bank Integration

  • Mobile App Included

  • Keep 100% of your tax prep fees.

  • EFIN Required

  • Cloud-Based & Desktop Version

  • Training & Technical Support

OLT PRO

$875

  • Software & Bank Integration

  • Mobile App Included

  • Keep 100% of your tax prep fees.

  • EFIN Required

  • Cloud-Based includes Corporate Taxes

  • Training & Technical Support

sERVICE Bureau

TAXSLAYER PRO

$1,797

  • Lifetime License - One Time Investment

  • Resell Tax Software to Other Preparers

  • Year-Round Growth Opportunities

  • Multiple Streams of Revenue

  • Santa Barbara & Refund Advantage

  • Training, Onboarding & Tech Support

sERVICE Bureau

OLT PRO

$1,797

  • Lifetime License - One Time Investment

  • Resell Tax Software to Other Preparers

  • Year-Round Growth Opportunities

  • Multiple Streams of Revenue

  • Santa Barbara & Refund Advantage

  • Training, Onboarding & Tech Support

Tax Prep TRAINING

Course bundles start at $89

  • Accredited Tax Training

  • Beginner Friendly Self-Paced Learning

  • Beginner to Advanced Courses

  • Annual Federal Tax Refresher (AFTR)

  • Continuing Education Credits

  • Professional Development

MARKETING KIT

$1,595

  • Get Your Business Ready To Market

  • Professional website (3 pages)

  • Landing page

  • Lead Capture Form

  • Connect All Social Media Accounts

  • CRM Subscription Required

ALL-IN-ONE CRM

30 Day FREE Trial

+ FREE Live Bootcamp

  • Attract & Retain Customers

  • AI Tools & Marketing Automation

  • Website & Funnel Builder

  • Usage-based Mass Text & Email

  • Sell Under Your Brand

  • 24/7 Live Zoom Support

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