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Tax Suite onboarding

Let's set up your Tax Suite.

Choose your package, then share everything we need to configure your Tax Suite. Your one-time setup fee begins your project. Your monthly subscription starts separately once your system is completed and ready to use.

Business assets only. Please don't upload or enter tax returns, W-2s, 1099s, SSNs, IDs, banking records, or client financial information. Never share domain passwords or login credentials here.

Step 1 of 7 · Package

Your package

Your package

Are you a new or existing Tax Suite client? *

Which enhancements would you like included?

Choose neither, one, or both. Your package updates automatically.

Your selected package

Tax Suite Standard

Core Tax Suite, no enhancements

One-time setup

$99

Monthly after launch

$99

Your setup payment starts your project. Monthly billing is handled separately once your system is ready. Nothing is charged until you use the payment button after submitting.

By submitting you agree to our Refund Policy.