Professional Tax Filing Software Built For Preparers
Everything you need to prepare, file, and manage tax returns under one platform. Trusted by preparers who have filed over 2 million returns nationwide.
Trusted by preparers nationwide
One platform. Every form. Every state.
Built-In Tools That Keep Your Office Running
No add-ons. No upgrades. Every feature ships with your subscription.
Client Manager
Centralized client records with full return history, contact details, and real-time filing status. Find any client in seconds.
Multi-User Manager
Role-based access for multi-preparer offices. Set permissions, track activity by user, and lock down access by IP.
Document Manager
Scan, upload, and organize client documents digitally. Eliminate paper files and keep everything linked to the right return.
e-Signature
IRS-compliant electronic signatures for Form 8879, engagement letters, and consent forms. Clients sign from any device.
Taxpayer Portal
A secure, client-facing portal where taxpayers upload documents, review returns, sign electronically, and message your office.
Reports
50+ standard reports covering production volume, revenue, filing status, and compliance. Export to CSV or print on demand.
Supported Federal Forms
Software Packages Starting At $499
Three packages built for different practice sizes. All include free e-filing, all states, and full support.
25 Return
$49925 returns
Web
$849Unlimited web returns
Desktop
$999Unlimited desktop returns
Every package includes all federal and state forms, free e-filing, and customer support.
Features
Explore the full platform — 9 built-in tools designed for professional tax offices.
Pricing
Transparent pricing with everything included. See exactly what you get.
Support
Talk to real people who understand tax software. Phone, email, and remote assistance.
State Coverage
Federal plus all 50 states and DC. Individual and business returns.
Tax Updates
Key figures, deadlines, and deduction amounts for the 2025 tax year.
Clear economics before activation
Built for experienced preparers and approved graduates
Workflow, support, and seasonal operating structure
Approval depends on fit, readiness, and operating capacity.
What happens next
Book a short review call so we can confirm fit, experience, and timing.
Complete onboarding, credentials review, and software orientation.
Get activated inside the system and begin working returns under the Tax Genius Pro workflow.
The stronger your operational picture is, the cleaner this track works.
Come prepared with
Integrated Bank Products
Tax Genius Pro integrates with leading bank product providers so your clients can access refund-based financial products directly through the platform.
SBTPG (Santa Barbara Tax Products Group)
Refund transfers, pay-by-refund, and advance products.
Refund Advantage
Refund settlement solutions and taxpayer advances.
Republic Bank
Easy Advance and refund transfer programs.
EPS Financial
Refund transfer and advance lending products.
Refundo
Prepaid card and refund transfer services.
Trusted And Authorized
IRS Authorized E-File Provider
Tax Genius Pro is an IRS-authorized e-file provider, meeting all federal requirements for electronic return submission.
Secure Platform
Enterprise-grade security with encrypted data transmission, secure client portals, and role-based access controls.
2 Million+ Returns Filed
Our platform has processed over 2 million e-filed returns nationwide — proven reliability at scale.
Quick Tax Estimator
Give your clients a fast, accurate estimate before you start the return. Our built-in estimator is also available as a standalone tool.
Already A Tax Genius Pro User?
Log in to your account or renew your software subscription for the current tax year.