Upfront Pricing. Zero Fine-Print Traps.
We publish our complete pricing schedule openly. Review our software access rates, business packages, service bureau wholesale pricing, and third-party usage costs.
Personal Tax Pro
Professional cloud-based individual tax preparation software. No prior-year bank-product minimum required.
- Individual Form 1040 & all 50 states
- Unlimited supported individual returns
- Supported tax years 2021–2026
- Branded taxpayer mobile app
- Software onboarding & training
- Technical support & remote access
Professional Business Tax Software Without the Premium Price Tag.
Prepare more business returns without a per-return software charge from GetSmart on supported returns in your purchased edition. Separate from cloud-based Personal Tax Pro. E-filing subject to IRS availability and your authorized EFIN.
Complete Tax Pro
The best-value package — individual and business returns in one license for the current season. E-filing subject to IRS availability and your authorized EFIN.
- Everything in Business Tax Pro
- Personal Tax Pro individual returns (1040 + states)
- Current-season (2026) personal & business returns
- Cloud personal + desktop business software
- Single preparer license
- Onboarding & training resources
| Package | What's Included | Price |
|---|---|---|
| Business Tax Pro | Unlimited current-year (2026) business returns — 1120, 1120S, 1065, 1041, 990 | $697 |
| Complete Tax Pro | Personal cloud + 2026 business desktop software combined, current season | $796 |
| Prior-Year Business Edition | One prior business tax year (select from 2021–2025) — $149 per year | $149/yr |
| 5-Year Business History Bundle | Business desktop editions for 2021–2025 | $497 |
| 6-Year Business Suite | Business Tax Pro + 5-Year Business History Bundle (2021–2026) | $1,194 |
| Complete + Business History | Complete Tax Pro + 5-Year Business History Bundle (personal cloud + business 2021–2026) | $1,293 |
Prior-year editions and history bundles require an active Business Tax Pro license. All packages are downloadable desktop software, separate from cloud-based Personal Tax Pro. Supported tax years reflect preparation capability; not all historical years can be electronically filed.
Service Bureau Tiers (2027)
Full details| Tier | 2025 Bank Apps | Activation | Wholesale Fee | Max Downstream Fee |
|---|---|---|---|---|
| Starter | Under 100 | $1,997 | $79 | $149 |
| Growth | 100–199 | $1,497 | $74 | $149 |
| Established | 200–499 | $997 | $69 | $149 |
| Premier | 500–999 | $497 | $64 | $149 |
| Elite | 1,000+ | $297 | $59 | $149 |
Activation fees are one-time. The wholesale transaction fee is fixed for the entire 2027 season once established in the signed agreement — no automatic midseason changes. Approved partners may set downstream fees up to $149 per qualifying fee-bearing transaction. The wholesale fee is not the full retail price paid by a taxpayer.
Regulatory Disclosures & Third-Party Usage Schedules
1. EFIN Requirement & E-Filing Authorization: GetSmart Tax Pro does not sell, lease, or rent EFINs. All commercial tax preparers must e-file under an approved IRS Electronic Return Originator (ERO) credential. If you do not have an EFIN, our compliance advisors route you through approved legal pathways before e-filing authorization is enabled. Software access does not automatically authorize e-filing on behalf of unrelated third parties.
2. Bank Product Transmission & Tech Fees: When offering taxpayer refund transfers or cash advances through partners (Santa Barbara TPG, Refund Advantage, Republic, EPS), standard bank-mandated transmission and processing fees apply per return and are deducted from the taxpayer's refund at the time of disbursement.
3. Card Processing Fee: A 4% card processing fee is added to each order and passed through at cost; GetSmart does not keep this fee. The fee applies to today's total only.
4. Service Bureau Rate Lock: Wholesale transaction fees are fixed for the entire 2027 filing season once established in the signed service bureau agreement. No automatic midseason pricing changes or volume-based upgrades. Tier assignment is based on verified 2025 bank-product application production.
5. Downstream Fee Cap: Approved service bureau partners may set their own downstream transaction fee up to a maximum of $149 per qualifying fee-bearing transaction, subject to applicable agreements, provider restrictions, and law. Downstream reseller markups must comply with applicable contracts, laws, and fee-disclosure requirements.
6. 2027 Tax Season Launch: The $99 introductory offer is available during the 2027 Tax Season Launch for Personal Tax Pro. Software access does not automatically authorize e-filing; e-filing remains subject to IRS availability and your authorized EFIN. All pricing is one-time for the 2027 filing season unless otherwise stated.