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.