Frequently Asked Questions
Everything you need to know about GetSmart Tax Pro software, free qualification, service bureau partnerships, and compliance.
Q:What is Personal Tax Pro and how is it different from the desktop software?
Personal Tax Pro is our cloud-based individual income tax preparation software. It is separate from our downloadable desktop business tax software. Because it runs in the cloud, you can log in from any browser with no installs, and your returns stay synced across devices and office staff.
Q:Which tax years can Personal Tax Pro prepare?
For the 2027 filing season, Personal Tax Pro includes preparation capability for six tax years: 2026 (the current filing-season year), 2025, 2024, 2023, 2022, and 2021. You can prepare the current year plus up to five prior years from one platform. Preparation capability does not guarantee that every prior year can be electronically filed — e-filing 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.
Q:How is my software price determined?
Personal Tax Pro is $99 one-time for the 2027 tax season — available to new and experienced preparers with no prior-year bank-product minimum required. Business Tax Pro ($697 one-time) is an optional add-on for business returns, offered right after you purchase Personal Tax Pro. Service bureau activation pricing is separate and based on verified 2025 bank-product application volume.
Q:Is there an enrollment campaign for the 2027 tax season?
Yes. The 2027 Tax Season Launch makes Personal Tax Pro available for $99 one-time for the 2027 tax season. Optional business packages are available as add-ons. Software access does not automatically authorize e-filing; e-filing remains subject to IRS availability and your authorized EFIN.
Q:How does the $99 Starter Tax Software work?
The $99 price is a one-time software access fee for the entire 2027 tax season (tax year 2026). It includes individual Form 1040 returns, all 50 state returns, and integrated bank products. It has zero volume requirements and is available to preparers with or without an existing EFIN.
Q:What are the rules for Free Software Eligibility?
To qualify for free software, an applicant must have completed at least 50 bank-product applications (refund transfers/advances) during the 2025 tax season. You must provide an official 2025 bank-product production report from your bank (e.g. TPG, Refund Advantage, Republic, EPS) with all taxpayer SSNs redacted. Total filed returns without bank products do not satisfy this criterion.
Q:Can I use GetSmart Tax Pro without an EFIN?
Yes, you can purchase the software and begin training without an active EFIN. However, under IRS federal regulations, commercial electronic tax filing requires an authorized EFIN. Our compliance team routes preparers without an EFIN through legal, approved workflows or assists in applying for their own IRS credential.
Q:What happens after the 2027 Tax Season Launch ends?
The 2027 Tax Season Launch keeps Personal Tax Pro at $99 one-time for the 2027 tax season. Optional business packages are available as add-ons. Software access does not automatically authorize e-filing; e-filing remains subject to IRS availability and your authorized EFIN.
Q:Which banks are integrated for refund transfers and advances?
GetSmart integrates with major IRS-approved tax bank partners including Santa Barbara TPG (SBTPG), Refund Advantage, Republic Bank & Trust, EPS Financial, and Refundo.
Q:What are the dates for the Tax Preparer Bootcamps?
We host two cohorts: Cohort 1 runs in November 2026 (pre-season office setup and marketing), and Cohort 2 runs in January 2027 (intensive keystroke software training and IRS Form 8867 due diligence).
Q:What is the refund policy?
Because software access credentials and proprietary onboarding materials are provisioned immediately upon purchase, software access fees are subject to published terms and conditions. If our compliance team is unable to verify your eligibility or e-filing authorization, full refunds are issued prior to software activation.
Have a specific question not covered here?
Our onboarding and software compliance team is available to assist your office Monday through Friday.