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.

Book a Free Consultation

Click to learn more about our services!

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)

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.