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.
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
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