Process accurate tax returns faster, increase productivity, and help your clients maximize their tax refunds with TaxNest Pro.
TaxNest Professional Tax Preparation Software processes accurate tax returns faster, increases productivity, and helps your clients maximize their tax refunds with TaxNest Pro. TaxNest Pro is the gold standard in professional cloud-based tax preparation software. Our software uses industry-leading tools and award-winning training.
TaxNest Pro is the gold standard in professional cloud-based tax preparation software. Whether you’re just starting or expanding your tax services, our software provides everything you need to deliver exceptional service to your clients.
Software Editions Include 2-Year Licensing Renewals
1. TaxNest Pro Standard Edition (Non Branded - Software Only)
Price: $750 + Tax & Fees
Features:
2 years of licensing
Up to 500 returns per year
Basic tax preparation features
State tax preparation
Email support and priority email support
Basic reporting tools
Integration with popular accounting software
2. Private Label Edition (No Marketing, Agent Training, Materials)
Price: $5000 + Tax & Fees
Features:
All features of the Standard Edition + 1 Additional Year
You can add on Agent Training (5 Bundle + $500 or 10 Bundle + $800)
Customized with your company’s branding
4-6 weeks turnaround for customization
3. TaxNest Complete Solution (Private Label + Marketing + Agent Training) Price: $7000 + Tax & Fees
Features:
All features of the Standard Edition + 1 Additional Year
Up to 500 returns per year
Full suite of tax preparation features (Corporation + Business Tax Preparation)
You can add on Agent Training (5 Bundle + $500 or 10 Bundle + $800)
Training Workbook For Agents
Customizable tax preparation templates
Business management and planning templates
Marketing materials templates
Client intake and organization forms
Financial analysis and reporting templates
5-7 weeks turnaround for customization
4. TaxNest Business Suite (Private Label + Business Establishment + Marketing + Agent Training + Resell Rights)
Price: $10,000 + Tax & Fees
Features:
Includes everything in the TaxNest Complete Solution
Unlimited Returns
Unlimited Agents *Additional Training (If Needed) Will Be Based On Volume
Client intake form templates
Client email templates
Agent agreement templates
Automation Establishment
Website Creation + SEO
Social Media Creation + Content Calendar
Additional Licincing Opportunities (Bookeeping, Insurance, Credit) *Additional Fee To Set Up Services- We will help you to get licensed and ready to service clients.
Software resell rights
Business establishment services (State Incorporation, EIN, DUNS, NASIC, SIC, State DOR, IRS Tax Account, BOIR Report, 1-Year Registred Agent Services)
Business Credit Establishment (Business & Personal Credit Analysis; Ideal for business lending establishment)
EFIN Regristration Assistance
5 mentorship/coaching sessions
Ideal for entrepreneurs looking to launch and scale their tax preparation business
6-8 weeks turnaround for customization
TaxesToGo Mobile App Integration: Allows clients to securely transmit return information directly from their smartphones.
Unlimited Tax Agent Login Management: Manage login credentials for as many agents as you need, accessible from any internet-connected device.
Bank Products/Cash Advances: Offer clients cash back options up to $9,500 and allow your clients to pay out of their returns.
Ongoing Training: Receive continuous training throughout the tax season to stay updated on best practices.
24/7 Software Support: Our technical support team is available around the clock to resolve any issues.
CPA and Tax Attorney Support: Get expert advice and training directly from certified professionals.
Financing and Payment Plans Available
We offer flexible payment plans to suit your needs. Choose from a variety of options including Sezzle, Afterpay, PayPal, and Affirm to spread out your payments over time and get started without delay.
