CHOOSE YOUR PATH TO SUCCESS
TAX PROFESSIONAL
$499.00 USD
PTIN REQUIRED
BANK PRODUCTS ACCESS
TAX PREPARATION TRAINING
TAX SOFTWARE (E-FILING)
SPLIT OPTIONS 40% | 30% | 20%
TECHNICAL SUPPORT
ERO PACKAGE
(INCLUDES ACADEMY+ BOOTCAMP+TRAINING)
$699.00 USD
PTIN | EFIN REQUIRED (OPTIONAL ADD ON FEES)
USE BRANDED SOFTWARE
REFERRAL AND MARKETING STRATEGIES
BANK PRODUCTS ACCESS
TECHNICEL SUPPORT
SERVICE BUREAU
$1,500.00 USD
SERVICE BUREAU LICENSE
KEEP 100% OF SERVICE BUREAU FEE
REBATE $5 PRE FUNED RETURN AFTER 500
ADD ON PRODUCTS
1 ON 1 TRAINING
LEVEL UP YOUR SKILLS
SMART FINANCIAL TAX ACADEMY
75.00 USD
A step-by-step training program that gives you the foundation of tax preparation, client setup, and business essentials so you can confidently start working as a tax professional, attract real clients, and begin building a consistent income during tax season.
SMART FINANCIAL TAX BOOTCAMP
$50.00 USD
A fast-track training program designed to quickly teach you the essentials of tax preparation and industry basics so you can eliminate confusion, understand the process clearly, and take immediate action toward starting your tax career.
Get Started Today
Streamline Your Workflow with Smart Financial Software’s User-Friendly Interface — Because Your Success Is Our Mission.
E-Filing Made Easy
Securely submit federal and state tax returns to the IRS and state agencies with a fast, reliable e-filing system that saves time and reduces errors.
Advanced reporting
Generate clear, detailed client reports in seconds to improve accuracy, insights, and professional service delivery.
Multi-Office Management
Easily manage multiple locations and preparers from one dashboard to increase efficiency and scale your operations with ease.
Streamline Your Workflow With
's
User-Friendly Interface & Advanced Functionality
E-Filing Made Easy
Submit tax returns electronically to the IRS and state agencies, with a fast and secure e-filing process.
Advanced reporting
Generate in-depth reports for clients with just a few clicks, providing detailed insights into their tax returns.
Multi-Office Management
Monitor and manage your multi locations with the simple click of a button to increase your efficiency.
Prepare And File Anywhere, Anytime
Cloud-Based Tax Preparation Software
Smart Financial Software cloud-based software allows you to prepare and file tax returns from any device, providing flexibility and convenience to both you and your customer.
Fast And Easy Refund Disbursement
Integration With Top Bank Products
Smart Financial Software integrates with leading bank products to help you quickly and easily disburse refunds to clients, reducing wait times and improving client satisfaction.
Provide Convivence To Your Customer
We're Your Mobile Tax Office Solution
Make it as easy as possible for your customers to submit their paperwork. With Smart Financial Software you’ll get a custom branded mobile app your customers can download. They’ll be able to snap a picture of their paperwork, sign and upload it directly from their mobile device saving both you and your customer valuable time.
Prepare And File Anywhere, Anytime
Cloud-Based Tax Preparation Software
's cloud-based software allows you to prepare and file tax returns from any device, providing flexibility and convenience to both you and your customer.
Fast And Easy Refund Disbursement
Integration With Top Bank Products
integrates with leading bank products to help you quickly and easily disburse refunds to clients, reducing wait times and improving client satisfaction.
Provide Convivence To Your Customer
We're Your Mobile Tax Office Solution
Make it as easy as possible for your customers to submit their paperwork. With you’ll get a custom branded mobile app your customers can download. They’ll be able to snap a picture of their paperwork, sign and upload it directly from their mobile device saving both you and your customer valuable time.
Your All-In-One Solution For Tax Prep
Discover the full suite of powerful features in Smart Financial Software, designed to streamline your tax preparation process, elevate your game, and help you provide expert service to your clients.
Error Checking
Automatically preform error checks and calculations in real-time, ensuring accurate and error-free tax returns every time.
Forms & Schedules
Access over 2,000 federal and state tax forms, schedules, worksheets, and more, all in one place in our form library.
Audit Assistance
Comprehensive audit support & access to audit representation to help you and your clients navigate any potential audit issues.
Cloud Reporting
Easily manage and report on client data from anywhere, providing a streamlined workflow and improved efficiency.
Customizable Reports
Our built-in reporting tools allow you to generate custom reports for your clients, providing detailed insights into their tax returns.
Technical Support
We're here to assist you with any questions or issues you may have, ensuring that you always have the support you need.
