GetSmart Personal Tax Pro — $99 One-Time
Professional cloud-based individual income tax preparation software for the 2027 tax season. Prepare current-year returns and up to five prior tax years — no per-return fees, no prior-year bank-product minimum required.
No minimum prior-year bank-product application volume required to purchase.
What You Get with Personal Tax Pro
Software access does not automatically authorize e-filing. Any required identity verification, EFIN requirements, banking approvals, and account verification are handled through the appropriate onboarding process. GetSmart does not promise bank-product approval or unrestricted e-filing eligibility.
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
Everything You Need for Personal Tax Returns
Instant Cloud Calculations
Form 1040 schedules, credits, and deductions update instantly in the cloud — no installs, no lag during client interviews.
All 50 States Included
Resident, nonresident, and part-year state returns bundled in — no expensive per-state add-on fees.
Schedule C, E & F
Self-employment, rental, and farm activities — all standard Form 1040 schedules built right into Personal Tax Pro.
Six-Year Preparation
Prepare tax years 2021 through 2026 from one platform. Prior-year paper filing available where IRS e-file is closed.
Branded Taxpayer App
Give your clients a mobile experience featuring your tax office's own business name and logo.
IRS Due Diligence Checks
Built-in Form 8867 and pre-transmission diagnostics catch rejection errors before you file.
Technical Support
Every enrolled office receives dedicated external technical support access for authorized troubleshooting.
From Checkout to Software Access
Select
Choose the $99 Personal Tax Pro package.
Checkout
Complete secure checkout in minutes.
Confirm
Receive immediate payment confirmation and onboarding instructions.
Provision
Order assigned to the onboarding team; access provisioned.
Fulfillment: After your payment is confirmed, your software login access will be provided within 24 hours, subject to any required account verification. Login credentials are delivered securely — never displayed or transmitted in ordinary contact fields, SMS, or unsecured email.
Add Business Tax Pro & File Everything
Personal Tax Pro handles your individual returns. Add a desktop business edition and prepare unlimited 1120, 1120S, 1065, 1041 & 990 returns under your own verified EFIN — no per-return software charge from GetSmart on supported returns.
Business Tax Pro
- 2026 (current season) desktop business software
- Unlimited supported 1120, 1120S, 1065, 1041 & 990 returns
- Guided install, onboarding & technical support
Complete Tax Pro
- Everything in Personal Tax Pro ($99 value)
- Plus 2026 Business Tax Pro desktop software
- Individual + business returns in one license
Prepare Smarter. Automate Faster. Grow Bigger.
Professional cloud-based tax software, a branded taxpayer app, training, and support — all included for $99 one-time.