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CAS FINANCIAL

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Partnership Software Packages

No EFIN? No problem!

 

These packages are perfect for new business owners just getting started in the tax preparation business.

 

Have an EFIN? Click here!

Bronze Package

Bronze Package

Bronze Package

 This is the most affordable package that will allow you to start your own tax preparation business without the need for a EFIN. This package is designed for those just starting a tax business and we share a revenue split of 60/40 in favor of the partner. This will allow you to keep more of your own money and have very little start-up cost. We’ll provide the software training and customer support you’ll need to get started and succeed! 

 

Start here

Silver Package

Bronze Package

Bronze Package

 Level up from entry level with this package that is designed also for the beginner, but includes a review of every tax return in its entirety to ensure 100% accurate submissions. This package does not require an EFIN and has revenue share of 70/30 in favor of you. We’ll provide the software training and customer support you’ll need to get started and succeed!



 

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Gold Package

Platinum Package

Platinum Package

 This package is the most popular and still does not require you to have an EFIN. This package is designed for the tax preparer who has some experience in the business and wouldn’t need us to double-check the accuracy of each return that is submitted. With this package, we revenue share 80/20 in favor of the partner. We’ll also provide the software training and customer support you’ll need to get started and succeed! 



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Platinum Package

Platinum Package

Platinum Package

This package is for expert tax preparers who want to run their business the way they want with little help from us. You probably already have your own clientele, so we’re just here when you need us. The software is built to run your business seamlessly. With this package, we revenue share 90/10 in favor of the partner. We’ll also provide the software training and customer support you’ll need to get started and succeed! 


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