2025 Season Enrollment
Put your tax office on cruise control! Effortlessly manage your ads, social media, call flow, and reputation—all in one convenient location for less than the cost of a tank of gas. Our intuitive tax preparation software and dedicated support are designed to help you scale your office with ease. Get started today!
Choose From OLT, Tax Slayer & Tax Wise
----- OLT Professional -----
OLT Pro is built for tax professionals who serve business owners and corporate clients—no downloads, no limitations. This cloud-based software lets you work from anywhere, with the tools you need to handle complex returns, manage a team, and scale like a true CEO. You keep 100% of your prep fees, get up to 10 licensed users, and access a branded mobile app that keeps your firm modern and client-ready. With built-in SOPs, due diligence tools, and business-minded training, OLT Pro isn’t just software—it’s your back office in the cloud.
FRESHMAN
PARTNER
OLT Tax Pro
$1,297.00
$0 SPLITS (Keep 100% of fees)
EFIN Required
10 Licensed Users
Branded Mobile App
Due Diligence Forms
Low Fee Bank Products
Marketing & Growth Training
Tech Support & Software Training
Click here
to book a 1:1 Live demo.
JUNIOR
PARTNER
Single Office Solutions
$1,597.00
Freshman Partner +
TRM Lite - In Season Trial
10 Licensed Users
Tax Theory Training
Engaging Online Community
SCH C,E, & F Crash Course
Customer Service 101
Click here
to book a 1:1 Live demo.
SOPHOMORE
PARTNER
Multi Office Solutions
$1,997.00
Junior Partner +
TRM Multi Office Season Trial
Up to 3 Locations/EFINS
Unlimited Users & Returns
Admin Staff Training
Tax Business Launch
OLT Pro SOPs
Click here
to book a 1:1 Live demo.
GRADUATE
PARTNER
Service Bureau Package
$3,497.00
Sophomore Partner +
TRM Pro Trial
Unlimited Locations
Volume Rebates
Tax Pro Education Suite
Dedicated Marketing VA
Service Bureau Training
Click here
to book a 1:1 Live demo.
----- TaxSlayer Professional -----
TaxSlayer Pro is the go-to for tax pros who want simple, cloud-based software that just works. It’s easy to use, fast to learn, and perfect for single-office setups or growing teams that need to get in, get it done, and keep it moving. The online version delivers everything you need: clean interface, quick filing, full compliance, and training that fits your flow. TaxSlayer keeps you nimble, efficient, and client-ready—all season long with a built in mobile app for quick quotes and client conversions.
FRESHMAN
PARTNER
Tax Slayer Tax Pro
$697.00
$0 SPLITS (Keep 100% of fees)
EFIN Required
10 Licensed Users
Branded Mobile App
Due Diligence Forms
Low Fee Bank Products
Marketing & Growth Training
Tech Support & Software Training
Click here
to book a 1:1 Live demo.
JUNIOR
PARTNER
Single Office Solutions
$1,097.00
Freshman Partner +
TRM Lite - Seasonal Trial
10 Licensed Users
Tax Theory Training
Engaging Online Community
SCH C,E, & F Crash Course
Customer Service 101
Click here
to book a 1:1 Live demo.
SOPHOMORE
PARTNER
Multi Office Solutions
$1,597.00
Junior Partner +
TRM Multi Office Trial
Up to 3 Locations/EFINS
Unlimited Users & Returns
Admin Staff Training
Tax Business Launch
Tax Pro SOPs
Click here
to book a 1:1 Live demo.
GRADUATE
PARTNER
Service Bureau Package
$2,997.00
Sophomore Partner +
Extended TRM Pro Trial
Unlimited Locations
Volume Rebates
Tax Pro Education Suite
Dedicated Marketing VA
Service Bureau Training
Click here
to book a 1:1 Live demo.
----- Tax Wise Professional -----
TaxWise Pro is built for high-volume, high-skill tax professionals who know the game and need a system that can keep up. It’s the most robust software in our lineup—ideal for firms handling partnerships, corporations, and complex returns with confidence. With updated online capabilities, there’s no need for desktop downloads. Multi-member LLCs, S Corps, and partnership filings are all managed through a secure, cloud-based system that’s built for scale. If you’re a real tax pro serving serious clients, TaxWise is where precision meets power.
FRESHMAN
PARTNER
TaxWise Tax Pro
$1,097.00
$0 SPLITS (Keep 100% of fees)
EFIN Required
5 Licensed Users
Lite Mobile App
Due Diligence Forms
Low Fee Bank Products
Marketing & Growth Training
Tax Pro SOPs
Tech Support & Software Training
Click here
to book a 1:1 Live demo.
JUNIOR
PARTNER
Single Office Solutions
$1,297.00
Freshman Partner +
TRM Lite - Seasonal Trial
10 Licensed Users
Tax Theory Training
Engaging Online Community
SCH C,E, & F Crash Course
Customer Service 101
Click here
to book a 1:1 Live demo.
SOPHOMORE
PARTNER
Multi Office Solutions
$2,497.00
Junior Partner +
Extended TRM Multi Office Trial
Up to 3 Locations/EFINS
Up to 15 Licensed Users
Admin Staff Training
Tax Business Launch
Taxwise Pro SOPs
Click here
to book a 1:1 Live demo.
GRADUATE
PARTNER
Service Bureau Package
$3,997.97
Sophomore Partner +
Extended TRM Pro Trial
Unlimited Returns
Volumne Rebates
Tax Pro Education Suite
Dedicated VA Monthy
Service Bureau Training
Check out what we offer with The Tax Revenue Prep Software.
Click here
to book a 1:1 Live demo.
TRM CRM: The Fine Print.
All Tax Software pricing is subject to terms and conditions and auto-renews March 1 of each year. Ask about our CoBrand plan!
TRM CRM includes done for you automations, sales & lead nurturing for Tax Pros, ERO's, or Service Bureaus. Real workflows with onboarding instruction emails and text. Surveys and forms as well as landing page templates. We even give you HOT LEADS! It's EVERYTHING you need to launch your tax business!
TRM CRM Tax Revenue Manager Lite has a monthly service fee of $147.00. Tax Revenue Manager Pro is $397 monthly. Seasonal trials last Dec 15 through March 15. Dormant accounts are $10/Mo in the off season.
Please contact us for a quote on a full buildout
ERO and Service Bureaus packages are available with reflective pricing. Please click here for more details.
TMB TAX BUREAU ---- --
TMB: Pioneering the Tax Industry with Ingenious and Reliable Software & Automation Solutions. Enhance operational efficiency, optimize user and client engagement, and manage your business transformation effortlessly.
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