Prepare Smarter. Automate Faster. Grow Bigger.
Your Tax Business Starts Smart.
Professional tax software starting at just $99.
Prepare unlimited supported individual tax returns, serve clients with your own branded taxpayer app, and grow your business with optional training and mentorship. Built for aspiring tax professionals, independent preparers, and established tax offices nationwide.
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.
Pick the Right Software for Your Practice
Transparent one-time pricing. No per-return software charges on supported returns in your purchased edition. E-filing subject to IRS availability and your authorized EFIN.
Personal Tax Pro
- Cloud-based individual tax preparation software
- Unlimited supported individual returns
- Current & supported prior-year returns, 2021–2026
- Branded taxpayer mobile app
- Prepare from compatible internet-connected devices
- Software onboarding and technical support
Business Tax Pro
- Desktop business tax preparation software
- Supported business return types — 1120, 1120-S, 1065, 1041, 990
- Remote installation coordination
- Vendor technical support
Complete Tax Pro
- Includes Personal Tax Pro + Business Tax Pro
- Cloud individual + desktop business returns
- One preparer license for the current season
6-Year Business Suite
- Business Tax Pro + 5-Year Business History Bundle
- Business desktop editions for 2021–2026
- Prior-year business preparation capability
No minimum bank-product application volume to purchase Personal Tax Pro. Business packages are downloadable desktop software, separate from cloud-based Personal Tax Pro. See all packages on the pricing page.
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
Don't Just Buy Tax Software. Learn How to Build a Tax Business.
GetSmart Tax Academy combines structured tax education with practical business guidance for aspiring and developing tax professionals. Learn tax preparation fundamentals, strengthen your understanding of professional responsibilities, and discover how to attract and serve tax clients.
Structured education
A guided curriculum on tax fundamentals.
Assigned reading
Course materials through the education provider.
Knowledge assessments
Quizzes to reinforce what you learn.
Business guidance
Practical systems to attract clients.
Planned subjects
Learn the Tax Business from Someone Who Has Built One.
Go beyond the textbooks with live instruction focused on understanding tax preparation, operating a professional tax business, attracting clients, and preparing for the upcoming filing season. Led by an experienced tax business owner with industry experience dating back to 2011.
Combine Software and Education — Your Way
Optional combinations without forcing you to buy training you don't need. These are additive package prices, not discounted bundles.
Software Starter
Includes
Personal Tax Pro only
Cloud-based individual tax preparation software for the 2027 season.
Academy Starter
Includes
Personal Tax Pro + Academy Course
Software plus structured tax education to build your foundational knowledge.
Software + Mentorship
Includes
Personal Tax Pro + Six-Week Live Mentorship
Software plus live, instructor-led mentorship focused on running a tax business.
Complete Learning Experience
Includes
Personal Tax Pro + Academy Course + Six-Week Live Mentorship
The full GetSmart experience — software, structured education, and live mentorship.
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
Already Have Tax Clients? Let's Grow Together.
GetSmart Tax Pro welcomes applications from established tax offices interested in exploring a professional preparation, review, and e-filing partnership. Qualified offices may be considered for customized software arrangements and production-based partnerships.
What the application covers
- Business name & contact details
- Business city and state
- Years in tax preparation
- Approximate prior-season return volume
- Approximate prior-season bank-product volume
- Whether your office has its own EFIN
- Whether you have an existing client base
- Preferred consultation time
We do not collect SSNs, taxpayer information, identity documents, or sensitive tax records through this form. We do not promise that an office can independently transmit returns using GetSmart's EFIN.
Real Tax Industry Experience. Real Business Guidance.
GetSmart Tax Pro is backed by tax industry experience beginning in 2011, including individual and business tax preparation, tax resolution, accounting, bookkeeping, tax planning, and tax business operations. Our mission is to make professional tax software more accessible while helping tax professionals develop the skills and systems needed to build sustainable businesses.
We do not invent credentials, testimonials, customer results, or professional designations. A founder photograph and detailed biography will be added after approval.
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.