Prepare Smarter. Automate Faster. Grow Bigger.
Your 2027 Tax Season Starts Here.
Professional Cloud-Based Tax Software for Just $99 One-Time.
Whether you're launching your first tax preparation business or you're an experienced tax professional, GetSmart Tax Pro provides professional tax preparation software, a branded taxpayer mobile app, training, and support to help you prepare smarter and grow bigger.
Personal Tax Pro
2027 Season Access
Six Tax Years. One Cloud-Based Tax Software Solution.
Prepare current-year individual tax returns and up to five prior tax years with GetSmart Personal Tax Pro — all from one cloud-based platform.
Preparation capability covers tax years 2021–2026. Electronic filing of prior-year returns remains subject to IRS per-year e-file availability and your authorized EFIN. Paper filing is available for years the IRS does not accept electronically.
The six-year capability applies to cloud-based Personal Tax Pro only and is separate from downloadable desktop business tax software.
Your Own Branded Mobile App for Documents, Messaging & E-Signatures
Every GetSmart tax software package ships with a white-label mobile app for your tax office — with your logo, your office name, and your colors. Clients download from a link you control, then message you directly, upload documents, and e-sign Form 8879 right from their phone.
Direct client messaging
Secure in-app chat keeps every taxpayer conversation in one place — no personal cell numbers, no lost texts, no clients chasing you outside business hours.
Document uploads from the phone
Request W-2s, 1099s, IDs, and dependent documents. Clients snap a photo or attach a file and it lands straight in your office queue — no email round trips.
Form 8879 e-signatures
Send the e-file authorization and bank consents for legally binding electronic signature. Clients review, sign, and return — all inside the app with a full audit trail.
Shareable client download link
Send one branded link (by SMS or email) and clients land on your app in the App Store or Google Play — branded with your office, not ours.
The branded client mobile app is included with every GetSmart tax software package (starting at $99 one-time for the 2027 season). App store availability is subject to provider approval.
Apex Tax Pros
Online · Replies in minutes
Maria · Preparer
Hi John! Your return is ready. Please upload your 2025 W-2 and photo ID.
9:41 AM
Uploaded — anything else I need to sign?
9:43 AM
Review and sign your e-file authorization. Tap to sign — no printing required.
9:44 AM
Choose the Right Solution for Your Tax Business
Whether you are launching your first office or running a multi-return practice, GetSmart gives you high-speed calculations, a branded taxpayer app, and transparent pricing.
Personal Tax Pro
One-time cloud-based individual tax software access for the 2027 season. No prior-year bank-product minimum required.
- Individual Form 1040 & all 50 states
- Six-year cloud preparation (2021–2026)
- Branded taxpayer mobile app included
- Onboarding & training modules included
Business Tax Pro
Add-on desktop business tax software for partnerships, corporations, estates, and non-profits. Offered right after you purchase Personal Tax Pro.
- 1120, 1120S, 1065, 1041, 990 returns
- Unlimited current-year (2026) business returns
- E-file under your verified office EFIN
- Prior-year editions & bundles available
Personal Tax Pro is cloud-based individual software. Business Tax Pro is a separate desktop package you can add during checkout to also prepare business returns.
From Checkout to Software Access
A simple, direct path — no mandatory sales calls for $99 buyers.
Select
Choose the $99 Personal Tax Pro package.
Checkout
Complete secure checkout in minutes.
Confirm
Receive immediate payment confirmation and onboarding instructions.
Provision
Your order is assigned to the GetSmart onboarding team and software access is provisioned.
Activate
Login credentials delivered within 24 hours, subject to required verification.
Fulfillment: After your payment is confirmed, your software login access will be provided within 24 hours, subject to any required account verification.
Build Your Own White-Label Tax Software Service Bureau
Your Brand. Your Preparers. Your Business. Your Earning Potential. Approved partners operate under their own company name and logo, recruit authorized downstream preparers, and set downstream fees up to $149 per qualifying transaction.
Potential Gross Margins at the $149 Maximum
Illustrative gross margins per qualifying fee-bearing transaction at the $149 max downstream fee. Elite partners may reach up to $90. Not guaranteed earnings.
2027 Service Bureau Tiers
Wholesale fees are fixed for the entire 2027 season once signed. Downstream fees up to $149 per qualifying transaction, subject to applicable agreements and law.
We Help You Get Started.
GetSmart Tax Pro provides software onboarding, training resources, and technical support. Every enrolled tax office receives dedicated external technical support access. Live bootcamps help you master software navigation, bank-product compliance, and due diligence before the IRS opens e-file.
Comprehensive software keystroke training
IRS Circular 230 & Form 8867 due diligence
Remote access & cloud onboarding
Client onboarding and intake scripts
Pick Your Path for the 2027 Tax Season
Personal Tax Pro — $99
Cloud-based individual tax software. Unlimited supported returns, tax years 2021–2026, branded taxpayer app, training, and support. No prior-year bank-product minimum.
Business Tax Pro — $697
2026 desktop business tax preparation software. Unlimited current-year business returns — 1120, 1120S, 1065, 1041, 990. E-filing subject to IRS availability and your EFIN.
Start Your Own White-Label Service Bureau
Operate under your own brand and logo, recruit preparers, and set downstream fees up to $149 per qualifying transaction. Five activation tiers from $297.
Service Bureau Partnerships
Run a multi-office network or resell software under your own brand. Custom wholesale packages, sub-office license provisioning, and fee-split controls.
Training & Onboarding
Software onboarding, keystroke training, and technical support to get you ready before the IRS opens e-file. Dedicated external support access for every enrolled office.
Get Ready for the 2027 Tax Season With GetSmart Tax Pro.
Lock in your $99 2027 Tax Season Launch rate while it's available. Professional cloud-based tax software, a branded taxpayer app, training, and support — all included.