1040 Tax Software + Training + Support Package
That Makes Your Life as a Tax Professional
Easier, More Profitable, and More Fun.
After working with 20,000+ tax pros, while also running our own "scrappy underdog" independent tax business, we've identified three main challenges that independent tax pros are facing right now:
1) Difficulty in consistently, reliably acquiring new clients.
2) Unacceptable cost structures! For newer tax pros, or if you're doing it part-time, the tools you need eat up too much of your limited income. Meanwhile, those of us who do grow end up paying out the nose as we grow (profit margins often decline even as we add more top-line revenue ... NOT FUN!)
3) Lack of support from trusted friends and colleagues, a.k.a. "I'm All Alone on Tax Preparer Island ... Again."
Guess what? Our exclusive tax software package helps you solve all three of these notorious pain points that have afflicted independent tax professionals for so many years! Alternatively, our online version provides the flexibility of accessing your tax software from any device with an internet connection. Enjoy the convenience of cloud storage, automatic backups, and real-time collaboration capabilities. Our online platform ensures you have the freedom to work on tax returns anytime, anywhere, while maintaining data security and seamless integration with e-filing options.
THIS OFFFER IS FOR 1040 TAX PREP SOFTWARE. IF YOU'D LIKE TO ALSO DO CORPORATIONS, PARTNERSHIPS, ESTATES, ETC., CHECK OUT OUR BUSINESS PACKAGE!
Built by Independent Tax Pros, for Independent Tax Pros.
Dare to Compare!
More Training & Support Than Any Other Software Package, By Far
Dare to compare this exclusive tax software package offer to all others! We only ask that you compare apples to apples because our packages contain WAY MORE training & support than any of our competitors. Check the specifics below and see for yourself! :)
Pronto Tax Systems Software + Training + Support Package
1040 tax software with all forms included
Personalized, 1-on-1 installation support
Help converting from prior tax software
Help importing past year client data
Top-rated tech support team, CLUTCH reps!
Unlimited e-file (NO per return e-file fee)
All states included at no extra cost
Mobile Phone App with your company name and logo at no extra cost
Outbound Text Message marketing tools built into the software at no extra cost
Access to past year tax software programs all the way back to 2005 at no extra cost
Add users at no extra cost (as long as all returns e-filed from same location)
Suggested per form prices built into the software ("plug and play" or customize)
Software training sessions walking you through using the software, including practice tax returns
Help setting up bank products and training on how to use bank products to increase your tax earnings
Step-by-step training video showing you EXACTLY how to set up pro-level email marketing for your clients
"Plug and play" email marketing sequence to attract new clients (10 "ready to go" emails)
"Plug and play" Tax Marketing Power Pack created by our professional graphic designer, including flyer, business card, retractable banner sign, and referral coupon. All materials in both English and Spanish! (NOTE: we provide the designs, you pay for your own materials, printing, or other production costs.)
"Low Cost, Effective Facebook Advertising for Tax Professionals" training
No need to update your software (Online version)
Works on Mac and PC (Online version)
Use it on a desktop, laptop, and tablet (Online version)
Allows you to prepare returns anywhere with real-time tax return query (Online version)
Paperless solution, file and store returns securely online (Online version)
All purchases protected by our Rock Solid 14 Day Money Back Guarantee from the date of purchase.
What Are Members Saying About this Package?
I don't know how you continue to exceed expectations and still be profitable but you inspire me to provide the level of service and support to my clients that you provide to me!
Fast Returns Income Tax
We used to pay thousands of dollars for tax software. This software is better, easier to use, and costs way less.
El Rey Express Tax Service
Long Beach, CA
I absolutely love this software package! I've used it for 2 years now and I love how it is so easy to use. It tells me exactly what errors I need to correct.
Cindy Bernal Bookkeeping & Tax Services
Frequently Asked Questions:
We have a limited number of licenses at this price, and we sell out every year.
Each tax year is different with different rules the software has to account for and help you navigate. Regardless of which software you choose, your tax business should account for investing every year on the updated software. In other words, each year of software is a separate purchase. Partnering with a solid software partner year after year at an affordable price is important and that's why we give you 15 years of past tax programs for the price of one year.
Excellent question! So in "Tax World," we are one year behind. Meaning in calendar year 2023, we'll be preparing 2022 tax year tax returns. If you purchase this software today, you'll be purchasing tax year 2022 software, meaning this is the software you'll need to use during calendar year 2023. Meaning once you purchase this software, you'll "all set" for next year!
The other good news is that we give you the past years of the software right away, as part of today's purchase; this way you can download your software right away! The new version of the software comes out around November. We send you a notice when the new software comes out!
Each year, the new version of the software comes out around November. This timing applies to all tax software companies because the programmers need to put in all the new tax laws that pass close to the end of the year.
If the software comes out in November, why would you buy now, right?
Simply because you will get the best pricing, and you'll make sure that you get a copy of this exclusive package. Prices go up as tax season approaches, and we sell out of this offer every year. We like to reward our returning customers by giving an "early bird" special offer, as a thank you.
Yes! Please contact our support team firstname.lastname@example.org to request a demo of the software and this way you can download the demo to your own computer and test it out.
We certainly understand you want to make sure this software is the right fit for your needs. Please watch the demo video at the top of this page to look at how the software flows.
Yes! Our tech support team will provide PERSONALIZED onboarding to convert your client database from you old software into your Pronto Tax Systems software. "Personalized" means that an actual human being will assist you step-by-step through the process.
Our tech support team will help you convert from your files contained in professional tax software programs. We can convert files from almost any professional tax software. We do not convert client files from TurboTax® or other "do it yourself" tax software programs. If you have questions about whether or not we can transfer from a particular software or not, please feel free to contact our support team.
You do not need an EFIN to purchase or use the software. You do need an EFIN to e-file returns to the IRS. If you do 10 or more tax returns professionally, you are required to e-file, unless you fill out an opt-in form. It normally takes about 45-60 days to get an EFIN from the IRS.
Every professional faces a choice at some point: to concentrate on being the cheapest, or to concentrate on being the best. We have made our choice to strive towards being the best, while also giving our Members GREAT prices.
Keep in mind you can also get an additional 25% off your software price if you're a Dream Team Member. Click here to learn about the 25% software discount and all the other Dream Team Membership benefits.
Meanwhile, consider a few of the exclusive "extras" we give you in this package, that you can't get anywhere else, such as:
If any other company can give you all that we give you for less than we charge, please contact us right away to let us know who that company is!
We will beat ANY price as long as they give you the same level of value we do. (We haven't seen another company beat our offer yet, but if they ever do, just contact us right away so that we can get it fixed.)
We are not in this game to just sell cheap tax software. We are here to propel independent tax pros to greater success and we have designed our exclusive tax software + training + support package with that goal in mind!
Having a full "suite" of tax software programs all the way back to 2005 is a HUGE benefit! This allows you to take jobs preparing "back taxes" which is one of the most lucrative types of work in today's tax industry. Over 14 million people are in collections with the IRS and many millions must file multiple years of unfiled returns. With our exclusive tax software package deal, you can do "back taxes" work, all for the cost of one year's software!
Email marketing remains a highly effective, extremely low cost method of getting clients. The problem is, you have to write the emails, and set up the system. We remove those barriers to entry by just giving you the emails! And we even show you, step-by-step, in detail, how to set up an easy and free email marketing system.
We paid our graphic designer to create a "marketing kit" for opening a new tax office, including flyer designs (available in English and Spanish), business cards, retractable banner sign, and referral coupon. You can use these designs and put your own company name on it. This gives you professional marketing materials at no cost to you.
Pronto Tax School VP of Marketing Jeff Dolan will show you how to set up a simple, effective, and SUPER CHEAP Facebook ad for your tax business.
Our exclusive tax software + training + support package includes the best email and phone tech support we know of in the industry.
Software Technical Support includes helping you install the software, migrate data, troubleshoot software issues, etc.
Yes, all forms that are attached to a Form 1040 tax return or individual states (including PR) are included in the Individual module.
Forms 1120 (C corporation), Form 1120S (S corporation), Form 1065 (Partnership), Form 1041 (Estate and Trust), and Form 990 (Non-Profit) are available with the Business module which is an add on (additional fee applies). If you would like to upgrade to add the 1120, 1120S, 1065, 1041, and 990 modules, please contact our support team.
No. You have unlimited e-file included.
No. You get all state forms included for the 1040 module.
Software supplier has added a $5 per signature charge, to use the e-signature / remote signature feature of the software. You are not obligated to use that feature and, if you don't want to pay the per e-signature fee, you can always obtain a third party e-signature tool and use that.
Yes. One of the main reasons we chose this software is because they are on the cutting edge of paperless technologies, including document archiving and digital signatures, ability for your clients to sign returns from their mobile phones, text messaging built into the software, and other cool stuff.
Great support, including straight up CLUTCH tax season support and personalized, one-on-one onboarding to help you get the software set up on your computer(s).
Unfortunately, we do not support Mac at this time.
Yes, you can put multiple users onto the software on a network. For instance, if you work with three other people, all of them could work off your software license, as long as all returns are e-filed from one central location.
Yes, you can.
The offer you see on this page is for the 1040 individual tax module. Schedule C (sole proprietor) businesses and Schedule E (rental income) are included in the regular 1040 module for the Standard Version.
The offer on this page does not include the corporation, partnership, estate, trust, or non-profit modules. It's 1040 only.
We are working now on our "business version" software + training + support package and expect to have that available soon. If you'd like to get on the waiting list, please contact our support team and this way we can send you a notice when the business version package comes out!
Our tech support team provides you with ongoing tech support via email and phone included. And that is included in this package.
If you want direct tax support, join our Dream Team Membership here. "Direct Tax Support" means that you can contact our Pronto Tax School Mentors to ask any questions about tax returns you're working on, how to grow your tax business, and anything else that's on your mind, as opposed to tech support which deals with software usage issues.
Joining the Dream Team Membership also gets you an additional 25% off your software price! Click here to see what all is included in the Dream Team Membership and, if it's right for you, join now.
If you use bank products (when a client pays your fee out of the tax refund), you have to pay charges to the bank that handles the transaction, the software company, and the service bureau.
These charges may vary depending on how many bank products you process, but average cost is about $90 per bank product.
These charges are standard in the industry anytime you use bank products and are very competitive to the bank product pricing offered by other software providers.
You are under no obligation to offer bank products.
There are no charges for regular e-filed tax returns.
There is a charge for the "e-signature" feature of the program: $5 per signature. You are welcome to use any third party e-signature tool you like, or use the one that's built into this software for $5 per signature.
Yes. We are happy to provide you with a money back guarantee anytime within 14 days of purchase (no refunds after 14 days). No hassle and 100% transparency to see if it's right for you!
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