STEP 1 of 2: Tax Prep Software Only
New Client Agreement
Tax Prep Software Access
ONLY $49 Per Month!
**ACTIVE EFIN REQUIRED**
As part of your membership, you’ll receive Monthly Tax Preparation Software Access with the following features:
6 Tax Years of Software in One Platform
Unlimited 1040 Federal & State Tax Returns
Unlimited E-Filing
Unlimited Team Members — perfect for growing firms
Client Mobile App Access for easy document collection and communication
Banking Products through Refund Advantage and TPG Santa Barbara
Software Setup & Navigation Training Videos
Dedicated Software Support Team for technical assistance
Banking products are optional and can be offered to your tax clients. If used, the bank product fee of $95.95 is charged to the client, not to your tax business.
This is a month to month subscription and can be cancelled at any time with notice to the Cents Savvy Team at [email protected].
The monthly fee is non-refundable and secures access to the end of the paid month. Access is terminated if membership fees are still unpaid AFTER 3 ATTEMPTS for payment over 48 hours and access to secure client data is terminated.
There are no hidden fees for the included software or resources.
I agree to terms & conditions provided by the company (Cents Savvy LLC) listed above. I will also sign the active member agreement during onboarding.