Empower Your Tax Practice with Elevation Tax Pro Software
Tailored solutions for every stage of your tax career.
Why Choose Elevation Tax Pro Software
At Elevation Tax Pro Software, we provide tax professionals with cutting-edge tools and resources to excel in their practice. Our comprehensive suite of software products is designed to meet the demands of tax preparers, accountants, and enrolled agents, offering specialized tools and features for various practice sizes and areas of expertise.
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Partnership Plans – Grow with Us
Perfect for: Newcomers entering the tax industry with a low-cost, low-risk option.
Launch Package
Features:
60/40 revenue split
Only a PTIN required
Software training & basic marketing guidance
Limited customer support
Access to bank products & audit protection
Professional tax software
Ascend Package
Features:
70/30 revenue split
PTIN required
Software training & marketing strategy
Limited customer support
Bank products & audit protection
Professional tax software
Perfect for: Aspiring tax preparers seeking a stronger foundation and more resources.
Perfect for: Intermediate professionals aiming to grow their clientele and income.
Momentum Package
Features:
80/20 revenue split
PTIN required
Enhanced software training & marketing support
Limited customer support
Bank products & audit protection
Professional tax software
Summit Package
Features:
100% revenue retention – No split
PTIN required
Exclusive software training & marketing strategy
Dedicated customer support
Bank products & audit protection
Professional tax software
Client Relationship Management (CRM) software)
Perfect for: High-volume professionals who want full ownership and autonomy.
Perfect for: Experienced tax experts with an established business and client base.
Pinnacle Package
Features:
90/10 revenue split
PTIN required
Comprehensive software training & marketing resources
Comprehensive customer supportBank products & audit protection
Professional tax software
ERO Packages
Empower Your Office
Essential ERO Package
Powered by: TaxSlayer Pro Web
Perfect for: Solo tax preparers or startup EROs looking for simplicity and affordability.
Features
No revenue share – keep 100% of your fees
Preparer & ERO setup included
IRS-compliant cloud-based software
Bank products & audit protection access
Basic onboarding/training resources
Client portal for easy document exchange
Elevation branding optional
Pro ERO Package
Powered by: OLT Pro Cloud
Perfect for: EROs who want mid-tier tools, more flexibility, and added resources.
Features
No revenue share – full fee control
Preparer & ERO setup included
Multi-user access
Secure client portal + e-signature tools
Bank products & audit protection included
Marketing & growth strategy templates
Elevation branding optional
Elite ERO Package
Powered by: TaxWise Online
Perfect for: EROs managing multiple preparers and high-volume returns.
Features
No revenue share – keep 100%
Preparer & ERO setup included
Multi-user software + team training
Built-in CRM & client communication tools
Bank products & audit protection included
Advanced marketing suite + business coaching
Branded client portal (optional)
GET THE PERFECT PACKAGE
Ready To Elevate Your Tax Business?
MOBILE TAX APP
Elevation Tax Pro uses the TaxesToGo® mobile app. This app allows your clients to send their tax information to you, the professional tax preparer from anywhere. There is no need for an office visit using this app! You can save time and get your client's taxes prepared quickly.
At Elevation Tax Pro, we are committed to providing comprehensive support to new tax professionals. From obtaining essential credentials to software training, technical support, marketing strategies, and ongoing education, we equip you with the tools and resources you need to thrive in the tax industry. Let us be your trusted partner as you embark on your journey to success.
Frequently Asked Questions
Do I need a PTIN to get started?
Yes
Do I have to share revenue on all plans?
No. Summit & ERO packages offer 100% retention.
Can I upgrade later?
Absolutely.
At ELEVATION TAX PRO SOFTWARE - we are committed to providing comprehensive support to new tax professionals. From obtaining essential credentials to software training, technical support, marketing strategies, and ongoing education, we equip you with the tools and resources you need to thrive in the tax industry. Let us be your trusted partner as you embark on your journey to success.
Blog & Tax Business Tips
Stay in the loop with guides, success stories, tax law updates, and marketing tips.
Add-On Services & Bundles
Want more? Ask us about:
Tax Academy Access
Automated Client Intake
Branded Client Portals
Business Coaching & Marketing Templates
Customer Reviews
What others are saying
"Loved everything so far"
"I started with the Launch Package and now I'm running my own office. The tools and support are amazing."
- Shantel M.
"My life changed forever"
"The Summit Package gave me full control. No splits, just real business ownership."
- Jason R.
"Highly recommend this"
"The Elite ERO software changed the game for my team. Everything we need in one place!"
- Lydia C.
Compare & Choose the Right Fit
Need help deciding? View our full comparison chart showing revenue splits, software capabilities, training depth, support levels, and CRM access across all packages.
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